Long Range Solvency Provisions

Description of Proposed Provision:
B6.8: Starting in 2027, provide an additional monthly benefit equal to 1/12th of 2 percent of the AWI for the second prior year. This additional benefit would be available to those meeting any of the following four requirements: (a) Social Security beneficiaries who have attained age 82; (b) Social Security beneficiaries who have attained NRA and have both AIME at or below the first PIA bend point ($1,226 for 2025 initial eligibility) and at least 11 "years of coverage" as used for the former Windfall Elimination Provision purposes (earnings above $32,700 for 2025); (c) Individuals who have received Social Security benefits and/or SSI payments for at least 240 distinct months after attaining age 19; or (d) SSI recipients who have attained the Social Security NRA. This additional benefit would be paid out of the applicable Social Security OASI or DI Trust Fund for any month in which the individual is in receipt of a Social Security benefit; it would be paid out of the General Fund of the Treasury for any month in which the individual is in receipt of an SSI monthly payment but not a Social Security monthly benefit.

Financial Estimates for the OASDI Trust Fund Program

	Proposal				Change from Current Law
	Expressed as a percentage of current-law taxable payroll			Trust fund ratio as of January 1	Expressed as a percentage of current-law taxable payroll
Calendar year	Cost rate	Income rate	Annual balance	Trust fund ratio as of January 1	Cost rate	Income rate	Annual balance
2025	15.15	12.80	-2.35	169	0.00	0.00	0.00
2026	15.29	13.03	-2.25	149	0.00	0.00	0.00
2027	15.67	13.09	-2.58	129	0.19	0.01	-0.18
2028	15.79	13.12	-2.67	110	0.20	0.01	-0.19
2029	15.90	13.15	-2.75	92	0.21	0.01	-0.20
2030	16.02	13.17	-2.85	73	0.22	0.01	-0.21
2031	16.14	13.20	-2.94	55	0.23	0.01	-0.22
2032	16.24	13.22	-3.02	37	0.23	0.01	-0.22
2033	16.32	13.26	-3.07	18	0.25	0.01	-0.24
2034	16.39	13.28	-3.12	—	0.25	0.01	-0.24
2035	16.49	13.29	-3.20	—	0.26	0.01	-0.24
2036	16.59	13.30	-3.28	—	0.26	0.01	-0.25
2037	16.68	13.31	-3.37	—	0.27	0.02	-0.25
2038	16.76	13.32	-3.44	—	0.27	0.02	-0.26
2039	16.83	13.33	-3.50	—	0.28	0.02	-0.26
2040	16.89	13.33	-3.56	—	0.28	0.02	-0.27
2041	16.93	13.34	-3.60	—	0.29	0.02	-0.27
2042	16.97	13.34	-3.63	—	0.29	0.02	-0.28
2043	17.01	13.35	-3.66	—	0.30	0.02	-0.28
2044	17.04	13.35	-3.70	—	0.30	0.02	-0.28
2045	17.08	13.35	-3.73	—	0.31	0.02	-0.29
2046	17.12	13.36	-3.76	—	0.31	0.02	-0.29
2047	17.15	13.36	-3.79	—	0.32	0.02	-0.30
2048	17.19	13.37	-3.83	—	0.32	0.02	-0.30
2049	17.24	13.37	-3.87	—	0.32	0.02	-0.30
2050	17.29	13.38	-3.91	—	0.32	0.02	-0.30
2051	17.34	13.38	-3.96	—	0.32	0.02	-0.30
2052	17.40	13.39	-4.01	—	0.32	0.02	-0.30
2053	17.47	13.39	-4.07	—	0.32	0.02	-0.30
2054	17.54	13.40	-4.14	—	0.32	0.02	-0.30
2055	17.62	13.40	-4.21	—	0.32	0.02	-0.30
2056	17.70	13.41	-4.29	—	0.32	0.02	-0.30
2057	17.79	13.42	-4.37	—	0.32	0.02	-0.30
2058	17.89	13.43	-4.46	—	0.32	0.02	-0.30
2059	17.98	13.44	-4.54	—	0.32	0.02	-0.30
2060	18.06	13.44	-4.62	—	0.32	0.02	-0.30
2061	18.14	13.45	-4.69	—	0.32	0.02	-0.30
2062	18.21	13.46	-4.76	—	0.32	0.02	-0.30
2063	18.29	13.46	-4.83	—	0.32	0.02	-0.30
2064	18.36	13.47	-4.89	—	0.33	0.02	-0.31
2065	18.43	13.47	-4.96	—	0.33	0.02	-0.31
2066	18.50	13.48	-5.02	—	0.33	0.02	-0.31
2067	18.58	13.49	-5.09	—	0.34	0.02	-0.32
2068	18.65	13.49	-5.16	—	0.34	0.02	-0.32
2069	18.73	13.50	-5.23	—	0.35	0.02	-0.32
2070	18.81	13.51	-5.30	—	0.35	0.02	-0.33
2071	18.88	13.51	-5.37	—	0.36	0.02	-0.33
2072	18.96	13.52	-5.44	—	0.36	0.02	-0.34
2073	19.04	13.52	-5.51	—	0.36	0.02	-0.34
2074	19.11	13.53	-5.58	—	0.37	0.02	-0.35
2075	19.17	13.54	-5.64	—	0.37	0.02	-0.35
2076	19.23	13.54	-5.69	—	0.38	0.02	-0.35
2077	19.27	13.54	-5.73	—	0.38	0.02	-0.36
2078	19.31	13.55	-5.76	—	0.38	0.02	-0.36
2079	19.33	13.55	-5.78	—	0.38	0.02	-0.36
2080	19.34	13.55	-5.79	—	0.39	0.02	-0.36
2081	19.35	13.55	-5.79	—	0.39	0.02	-0.36
2082	19.34	13.55	-5.79	—	0.39	0.02	-0.36
2083	19.32	13.55	-5.77	—	0.39	0.02	-0.37
2084	19.30	13.55	-5.75	—	0.39	0.02	-0.37
2085	19.26	13.55	-5.71	—	0.39	0.02	-0.37
2086	19.22	13.55	-5.67	—	0.40	0.02	-0.37
2087	19.16	13.55	-5.62	—	0.40	0.03	-0.37
2088	19.10	13.54	-5.56	—	0.40	0.03	-0.37
2089	19.04	13.54	-5.50	—	0.40	0.03	-0.38
2090	18.98	13.53	-5.45	—	0.40	0.03	-0.38
2091	18.92	13.53	-5.39	—	0.40	0.03	-0.38
2092	18.87	13.53	-5.34	—	0.40	0.03	-0.38
2093	18.83	13.52	-5.30	—	0.40	0.03	-0.38
2094	18.79	13.52	-5.27	—	0.40	0.03	-0.38
2095	18.76	13.52	-5.24	—	0.40	0.03	-0.38
2096	18.75	13.52	-5.23	—	0.40	0.03	-0.38
2097	18.73	13.52	-5.22	—	0.40	0.03	-0.38
2098	18.73	13.52	-5.21	—	0.40	0.03	-0.38
2099	18.74	13.52	-5.22	—	0.40	0.03	-0.38
2100	18.76	13.52	-5.23	—	0.40	0.03	-0.38

Summarized Estimates

	Proposal				Change from Current Law
Years	Cost rate	Income rate	Actuarial balance	Year of reserve depletion¹	Cost rate	Income rate	Actuarial balance
2025-2099	17.93%	13.81%	-4.12%	2033	0.32%	0.02%	-0.30%
¹ Under current law, the year of Trust Fund reserve depletion is 2034.

Based on Intermediate Assumptions of the 2025 Trustees Report.

Detailed Single Year Tables

Financial Estimates for the OASDI Trust Fund Program

Summarized Estimates