Office of the Chief Actuary's Estimates of Proposals to Change the Social Security Program or the SSI Program
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Trustees Reports since 2012
have indicated that Social Security's Old-Age, Survivors, and
Disability Insurance (OASDI) Trust Fund reserves would become depleted between 2033 and 2035 under the intermediate set of assumptions provided in each report.
If no legislative change is enacted, scheduled tax revenues will be sufficient to pay only about three-fourths of the scheduled benefits after trust fund reserve depletion. Policymakers have developed proposals and options that have financial effects on the OASDI Trust Funds. Many of these proposals and options have the intent of addressing the long-range solvency problem.
The Office of the Chief Actuary also develops estimates of proposals to change the Supplemental Security Income (SSI) program.
We have prepared letters or memoranda for many of these proposals and options.
Each letter or memorandum provides an actuarial analysis showing the estimated
effect on the financial status of the Social Security program and/or the SSI program.
These documents are provided in Portable Document Format (PDF),
which we recommend for printing (requires
Adobe Acrobat Reader).
Some of the documents are also available in HTML format.
The documents are listed below in chronological order, most recent first.
To search the list, use the search forms at left.
| Date of letter or memorandum |
Developer(s) of proposal |
Subject and related information |
|---|---|---|
| September 25, 2024 | Peter Welch | Estimate of the Financial Effects on the Social Security Trust Funds of the “Social Security Survivor Benefits Equity Act,” introduced on September 25, 2024 by Senator Peter Welch (PDF version) |
| July 31, 2024 | Mazie Hirono, Jill Tokuda | Estimate of the Financial Effects on the Social Security Trust Funds of the “Protecting and Preserving Social Security Act,” introduced on July 31, 2024 by Senator Mazie Hirono and Representative Jill Tokuda (PDF version) |
| April 18, 2024 | Debbie Stabenow, Susan Collins | Estimate of the Financial Effects on the Social Security Trust Funds of the “We Can't Wait Act of 2024,” introduced on April 18, 2024 by Senators Debbie Stabenow and Susan Collins (PDF version) |
| January 29, 2024 | Sherrod Brown, Bill Cassidy | Estimated Change in Federal SSI Program Cost from Enacting S. 2767, the “SSI Savings Penalty Elimination Act,” introduced on September 12, 2023 by Senators Sherrod Brown and Bill Cassidy (PDF version) |
| January 25, 2024 | Angie Craig | Estimate of the Financial Effects on the Social Security Trust Funds of the “You Earned It, You Keep It Act,” introduced on January 25, 2024 by Representative Angie Craig (PDF version) |
| November 15, 2023 | Mike Lee, Diana Harshbarger | Estimate of the Financial Effects on the Social Security Trust Funds of the “Immediate Access for the Terminally Ill Act,” introduced on November 15, 2023 by Senator Mike Lee and Representative Diana Harshbarger (PDF version) |
| September 5, 2023 | Jodey Arrington | Estimate of the Financial Effects on the Social Security Trust Funds of the “Equal Treatment of Public Servants Act of 2023,” introduced on September 5, 2023 by Representative Jodey Arrington (PDF version) |
| July 12, 2023 | John Larson | Estimates of the Financial Effects on Social Security of Enacting the “Social Security 2100 Act,” introduced on July 12, 2023 by Ranking Member Larson (PDF version) |
| July 11, 2023 | Sheldon Whitehouse, Brendan Boyle | Estimates of the Financial Effects on Social Security of Enacting the “Medicare and Social Security Fair Share Act,” introduced on April 18, 2023 by Chairman Whitehouse and on July 11, 2023 by Ranking Member Boyle (PDF version) |
| June 22, 2023 | Ron Wyden, Bill Cassidy | Estimate of the Financial Effects on the Social Security Trust Funds of the “Work Without Worry Act,” introduced on June 22, 2023 by Chairman Wyden and Senator Cassidy (PDF version) |
| June 21, 2023 | Richard Neal | Estimates of the Financial Effects on Social Security of the "Public Servants Protection and Fairness Act of 2023," introduced on June 21, 2023 by Ranking Member Richard Neal (PDF version) |
| February 13, 2023 | Bernie Sanders | Estimate of the Financial Effects on Social Security of the "Social Security Expansion Act," introduced on February 13, 2023 by Senator Bernie Sanders (PDF version) |
| January 31, 2023 | Gwen Moore | Estimate of the Financial Effects on Social Security of the "Social Security Enhancement and Protection Act of 2023," introduced on January 31, 2023 by Representative Gwen Moore (PDF version) |
| September 23, 2022 | Kathy Castor | Estimate of the Financial Effects on Social Security of H.R. 3183, the "Metastatic Breast Cancer Access to Care Act," introduced on May 13, 2021 by Representative Kathy Castor (PDF version) |
| August 16, 2022 | Angie Craig | Estimate of the Financial Effects on Social Security of the "You Earned It, You Keep It Act," introduced on August 16, 2022 by Representative Angie Craig (PDF version) |
| July 21, 2022 | Ted Deutch, Mazie Hirono | Estimate of the Financial Effects on Social Security of the "Protecting and Preserving Social Security Act," introduced on July 21, 2022 by Representative Ted Deutch and Senator Mazie Hirono (PDF version) |
| July 20, 2022 | Rodney Davis, Abigail Spanberger | Estimate of the Financial Effects on Social Security of H.R. 82, the "Social Security Fairness Act of 2021," introduced on January 4, 2021 by Representatives Rodney Davis and Abigail Spanberger (PDF version) |
| June 9, 2022 | Bernie Sanders, Peter DeFazio | Estimate of the Financial Effects on Social Security of the "Social Security Expansion Act," introduced on June 9, 2022 by Senator Bernie Sanders and Representative Peter DeFazio (PDF version) |
| March 9, 2022 | Jimmy Panetta | Estimate of the Program Cost Effects for the Social Security and Federal Supplemental Security Income Programs of H.R. 6405, the “Marriage Equality for Disabled Adults Act," introduced on January 13, 2022 by Representative Jimmy Panetta (PDF version) |
| January 4, 2022 | Gwen Moore | Estimate of the Financial Effects on Social Security of H.R. 5050, the "Social Security Enhancement and Protection Act of 2021," introduced on August 17, 2021 by Representative Gwen Moore (PDF version) |
| November 9, 2021 | Al Lawson | Estimate of the Financial Effects on Social Security of H.R. 5737, the “Social Security for Future Generations Act of 2021," introduced on October 26, 2021 by Representative Al Lawson (PDF version) |
| November 3, 2021 | Kevin Brady | Estimate of the Financial Effects on the Social Security Trust Funds of the “Equal Treatment of Public Servants Act of 2021," introduced on November 3, 2021 by Ranking Member Kevin Brady (PDF version) |
| October 26, 2021 | John Larson | Estimate of the Financial Effects on Social Security of the “Social Security 2100: A Sacred Trust” Act, introduced on October 26, 2021 by Chairman John Larson (PDF version) |
| July 16, 2021 | Sherrod Brown, Elizabeth Warren, Bernie Sanders, and others | Estimated Change in Federal SSI Program Cost from Enacting S. 2065, the “Supplemental Security Income Restoration Act of 2021,” introduced on June 16, 2021 by Senators Brown, Warren, Sanders, and others (PDF version) |
| June 17, 2021 | Ron Wyden, Bill Cassidy, John Larson, Tom Reed | Estimate of the Financial Effects on the Social Security Trust Funds of the “Work Without Worry Act,” introduced on June 17, 2021 by Chairman Wyden, Senator Cassidy, Chairman Larson, and Ranking Member Reed (PDF version) |
| April 16, 2021 | Estimates of Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) Program Cost and Distributional Effects of Implementing the New Rule for Disability Determinations and Medical Reviews Involving Musculoskeletal Impairments (PDF version) | |
| April 1, 2021 | Richard Neal | Estimates of the Financial Effects on Social Security of the "Public Servants Protection and Fairness Act of 2021," introduced on April 1, 2021 by Chairman Richard Neal (PDF version) |
| December 21, 2020 | Response to letter from Chairman Grassley and Ranking Member Brady (PDF version) | |
| November 24, 2020 | Updated Baseline for Actuarial Status of the OASI and DI Trust Funds, Reflecting Pandemic and Recession Effects (PDF version) | |
| October 23, 2020 | Response to letter from Chairman Grassley and Ranking Member Brady (PDF version) | |
| September 9, 2020 | Response to letter from Chairman Grassley and Ranking Member Brady (PDF version) | |
| August 24, 2020 | Chris Van Hollen, Bernie Sanders, Ron Wyden, Charles Schumer | Estimates of the Financial Effects on Social Security of hypothetical legislation that would change the tax rate paid by employers, employees, and self-employed individuals to zero percent (PDF version) |
| July 15, 2020 | John Larson | Estimates of the Financial Effects on Social Security of H.R. 7499, the “Social Security COVID Correction and Equity Act,” introduced on July 9, 2020 by Chairman John Larson (PDF version) |
| June 11, 2020 | Estimated Change in Federal SSI Program Cost for Potential Extension of SSI Eligibility to Residents of Certain U.S. Territories (PDF version) | |
| March 31, 2020 | Kevin McCarthy | Estimates of the Financial Effects on Social Security of H.R. 5904, the “Clergy Act of 2020,” introduced on February 13, 2020 by Minority Leader Kevin McCarthy (PDF version) |
| February 28, 2020 | Rosa DeLauro | Additional details on estimates of the financial operations of a new federal trust fund assuming enactment of H.R. 1185, the “Family and Medical Insurance Leave Act”, or "FAMILY Act", introduced on February 13, 2019 by Representative Rosa DeLauro (PDF version) |
| January 28, 2020 | Rosa DeLauro | Estimate of the level of a new payroll tax that would be needed to adequately finance benefits included under H.R. 1185, the “Family and Medical Insurance Leave Act”, or "FAMILY Act", introduced on February 13, 2019 by Representative Rosa DeLauro (PDF version) |
| December 11, 2019 | Gwen Moore | Estimates of the Financial Effects on Social Security of H.R. 5392, the “Social Security Enhancement and Protection Act of 2019,” introduced on December 11, 2019 by Representative Gwen Moore (PDF version) |
| September 30, 2019 | Richard Neal | Estimates of the Financial Effects on Social Security of H.R. 4540, the “Public Servants Protection and Fairness Act,” introduced on September 27, 2019 by Chairman Richard Neal (PDF version) |
| September 18, 2019 | John Larson, Richard Blumenthal, Chris Van Hollen | Estimates of the Financial Effects on Social Security of the "Social Security 2100 Act," legislation introduced on January 30, 2019 by Chairman John Larson, Senator Richard Blumenthal, and Senator Chris Van Hollen (updated to reflect the 2019 Trustees Report baseline)(PDF version) |
| July 24, 2019 | Kevin Brady | Estimates of the Financial Effects on the Social Security Trust Funds of the “Equal Treatment of Public Servants Act of 2019," introduced on July 24, 2019 by Representative Kevin Brady (PDF version) |
| June 25, 2019 | Chris Van Hollen | Estimates of the Financial Effects on Social Security of S. 1950, the “Strengthen Social Security by Taxing Dynastic Wealth Act of 2019,” introduced on June 25, 2019 by Senator Chris Van Hollen (PDF version) |
| May 14, 2019 | Jackie Walorski | Estimates of the Financial Effects on Social Security of H.R. 2663, the "Senior Citizens' Freedom to Work Act of 2019," introduced on May 10, 2019 by Representative Jackie Walorski (PDF version) |
| April 10, 2019 | Ted Deutch, Mazie Hirono | Estimates of the Financial Effects on Social Security of the "Protecting and Preserving Social Security Act," introduced on April 10, 2019 by Representative Ted Deutch and Senator Mazie Hirono (PDF version) |
| April 9, 2019 | Marco Rubio, Ann Wagner | Estimates of the Financial Effects on Social Security of S. 920 and H.R. 1940, the "New Parents Act of 2019," introduced on March 27, 2019 by Senator Marco Rubio and Representative Ann Wagner (PDF version) |
| March 14, 2019 | Mike Lee, Joni Ernst | Estimates of the Financial Effects on Social Security of the "Child Rearing and Development Leave Empowerment Act" or "CRADLE Act," released publicly as a discussion draft on March 13, 2019 by Senator Mike Lee and Senator Joni Ernst (PDF version) |
| February 13, 2019 | Bernard Sanders, Peter DeFazio | Estimates of the Financial Effects on Social Security of the "Social Security Expansion Act," legislation introduced on February 13, 2019 by Senator Bernard Sanders and Representative Peter DeFazio (PDF version) |
| January 30, 2019 | John Larson, Richard Blumenthal, Chris Van Hollen | Estimates of the Financial Effects on Social Security of the "Social Security 2100 Act," legislation introduced on January 30, 2019 by Chairman John Larson, Senator Richard Blumenthal, and Senator Chris Van Hollen (PDF version) |
| December 7, 2018 | Seth Moulton | Estimates of the Financial Effects on Social Security of H.R. 1171, the "ALS Disability Insurance Access Act of 2017," introduced on February 16, 2017 by Representative Seth Moulton (PDF version) |
| October 4, 2018 | Kevin Brady | Estimates of the Financial Effects on Social Security of H.R. 6933, the "Equal Treatment of Public Servants Act of 2018," introduced on September 27, 2018 by Chairman Kevin Brady (PDF version) |
| September 19, 2018 | Robert P. Casey, Jr. | Estimates of the Financial Effects on Social Security of S. 3457, the "Surviving Widow(er) Income Fair Treatment Act of 2018" or the "SWIFT Act," introduced on September 18, 2018 by Senator Robert P. Casey, Jr. (PDF version) |
| August 31, 2018 | Marco Rubio | Estimates of the Financial Effects on Social Security of S. 3345, the "Economic Security for New Parents Act," introduced on August 1, 2018 by Senator Marco Rubio (PDF version) |
| June 27, 2018 | Bernie Sanders | Estimates of the Financial Effects on Social Security of S. 3147, the "Social Security Administration Fairness Act," introduced on June 27, 2018 by Senator Bernie Sanders (PDF version) |
| April 12, 2018 | Ron Wyden | Estimates of the Financial Effects on Social Security and SSI of S. 2653, the "Elder Poverty Relief Act," introduced on April 12, 2018 by Senator Ron Wyden (PDF version) |
| January 31, 2018 | Thomas Garrett | Estimates of the Financial Effects on Social Security of H.R. 4584, the "Student Security Act of 2017," introduced on December 7, 2017 by Representative Thomas Garrett (PDF version) |
| September 19, 2017 | Sam Johnson, Adrian Smith | Estimates of the Financial Effects on Social Security of Enactment of H.R. 3112, the "Providing Choice for Social Security Retirees Act," introduced on June 29, 2017 by Chairman Sam Johnson and Representative Adrian Smith (PDF version) |
| August 2, 2017 | Charlie Crist | Estimates of the Financial Effects on Social Security of H.R. 1631, the "Save Social Security Act of 2017," introduced on March 20, 2017 by Representative Charlie Crist (PDF version) |
| July 20, 2017 | Ted Deutch, Mazie Hirono | Estimates of the Financial Effects on Social Security of H.R. 3302 and S. 1600, the "Protecting and Preserving Social Security Act," introduced on July 20, 2017 by Representative Ted Deutch and Senator Mazie Hirono (PDF version) |
| June 29, 2017 | Sam Johnson, Jackie Walorski | Estimates of the Financial Effects on Social Security of H.R. 3077, the "Senior Citizens' Freedom to Work Act of 2017," introduced on June 27, 2017 by Representatives Sam Johnson and Jackie Walorski (PDF version) |
| June 8, 2017 | Al Lawson | Estimates of the Financial Effects on Social Security of H.R. 2855, the "Social Security for Future Generations Act of 2017," introduced on June 8, 2017 by Representative Al Lawson (PDF version) |
| June 1, 2017 | Tom Cotton | Implications for Social Security of Reducing the Employee Portion of the Payroll Tax, requested by Senator Tom Cotton (PDF version) |
| June 1, 2017 | Tom Cotton | Implications for Social Security of Increasing the Rate at Which Disabled Workers Have Their Benefits Terminated on the Basis of Returning to Work, requested by Senator Tom Cotton (PDF version) |
| April 5, 2017 | John Larson | Estimates of the Financial Effects on Social Security of H.R. 1902, the "Social Security 2100 Act," legislation introduced on April 5, 2017 by Representative John Larson (PDF version) |
| February 16, 2017 | Bernie Sanders, Peter DeFazio | Estimates of the Financial Effects on Social Security of the "Social Security Expansion Act," legislation introduced on February 16, 2017 by Senator Bernie Sanders and Representative Peter DeFazio (PDF version) |
| December 8, 2016 | Sam Johnson | Estimates of the Financial Effects on Social Security of H.R. 6489, the "Social Security Reform Act of 2016," introduced on December 8, 2016 by Representative Sam Johnson (PDF version) |
| October 11, 2016 | Bipartisan Policy Center's Commission on Retirement Security and Personal Savings | Updated Estimates of the Financial Effects on Social Security of the plan released on June 9, 2016 by the Bipartisan Policy Center's Commission on Retirement Security and Personal Savings (PDF version) |
| September 9, 2016 | Linda Sanchez | Estimates of the Financial Effects on Social Security of H.R. 5952, the "Strengthening Social Security Act of 2016," introduced on September 8, 2016 by Representative Linda Sanchez (PDF version) |
| July 13, 2016 | Reid Ribble | Estimates of the Financial Effects on Social Security of H.R. 5747, the "S.O.S. Act of 2016," introduced on July 13, 2016 by Representative Reid Ribble (PDF version) |
| July 12, 2016 | Kevin Brady | Estimate of the Financial Effects on the Social Security Trust Funds of an amendment in the nature of a substitute (Chairman's Mark) offered on July 12, 2016 for H.R. 711, the "Equal Treatment of Public Servants Act of 2015," originally introduced on February 4, 2015 by Representative Kevin Brady (PDF version) |
| June 29, 2016 | Kevin Brady | Updated Estimate of the Financial Effects on the Social Security Trust Funds of H.R. 711, the "Equal Treatment of Public Servants Act of 2015," introduced on February 4, 2015 by Representative Kevin Brady. (PDF version) |
| June 9, 2016 | Bipartisan Policy Center’s Commission on Retirement Security and Personal Savings | Estimates of the Financial Effects on Social Security of the plan released on June 9, 2016 by the Bipartisan Policy Center's Commission on Retirement Security and Personal Savings. (PDF version) |
| April 4, 2016 | SSDI Solutions Initiative | Estimates of the financial effects on Social Security of a number of potential proposals for addressing financial shortfalls of the Social Security Disability Insurance (DI) program, requested by Jim McCrery and Earl Pomeroy, Co-chairs, SSDI Solutions Initiative. (PDF version) |
| March 18, 2016 | Madeleine Bordallo | Estimate of the financial effects on Social Security of H.R. 3642, a bill "to provide for increased flexibility in the extension of the Social Security program to Guam," introduced on September 29, 2015 by Representative Madeleine Bordallo. (PDF version) |
| March 17, 2016 | Kevin Brady | Estimate of the Financial Effects on the Social Security Trust Funds of H.R. 711, the "Equal Treatment of Public Servants Act of 2015," introduced on February 4, 2015 by Representative Kevin Brady. (PDF version) See updated estimate for this proposal, dated June 29, 2016. |
| March 10, 2016 | Patrick Murphy | Estimates of the Financial Effects on Social Security of H.R.4529, the "Social Security Parent Penalty Repeal Act", introduced on February 10, 2016 by Representative Patrick Murphy. (PDF version) |
| February 24, 2016 | Sherrod Brown | Estimates of the Financial Effects on Social Security of S.1651, the "Social Security Fairness Act of 2015", introduced on June 23, 2015 by Senator Sherrod Brown. (PDF version) |
| February 10, 2016 | FY2017 Budget | Estimates of the Financial Effects on Social Security of a Fee on Petroleum Products Proposed in the President's Fiscal Year 2017 Budget, requested by Representative Sam Johnson. (PDF version) |
| February 10, 2016 | FY2017 Budget | Estimates of the Financial Effects on Social Security of Two Changes to the WEP and GPO Proposed in the President's Fiscal Year 2017 Budget, requested by Shaun Donovan, Director of the Office of Management and Budget. (PDF version) |
| February 4, 2016 | Bernie Sanders | Estimates of the Financial Effects on Social Security of S. 731, the "Social Security Expansion Act," legislation introduced on March 12, 2015 by Senator Bernie Sanders (PDF version) |
| November 5, 2015 | Elizabeth Warren | Estimate of the Effects on the Old Age and Survivors Insurance (OASI) and Disability Insurance (DI) Trust Funds of enactment of S. 2251, the "Seniors and Veterans Emergency (SAVE) Benefits Act," introduced on November 5, 2015 by Senator Elizabeth Warren (PDF version) |
| October 27, 2015 | John Boehner | Estimate of the Effects on the OASI and DI Trust Funds of enacting the temporary reallocation of a portion of the OASDI payroll tax rate proposed in H.R. 1314, the "Bipartisan Budget Act of 2015," introduced on September 27, 2015 by Representative John Boehner (PDF version) |
| September 30, 2015 | Ron Wyden, Sandy Levin | Estimate of the Effects on the OASI and DI Trust Funds of enacting the temporary reallocation of the payroll tax rate proposed in S. 2090 and H.R. 3621, legislation introduced on September 28, 2015 by Senator Ron Wyden and Representative Sandy Levin (PDF version) |
| August 24, 2015 | Brian Schatz | Estimate of the Financial Effects on Social Security of S. 1940, the "Safeguarding American Families and Expanding Social Security Act of 2015," legislation introduced on August 5, 2015 by Representative Brian Schatz (PDF version) |
| July 22, 2015 | Xavier Becerra | Analysis of the Effects on Social Security of the "One Social Security Act," legislation introduced on July 22, 2015 by Representative Xavier Becerra (PDF version) |
| June 16, 2015 | Vern Buchanan | Estimate of the Financial Effects on Social Security of H.R. 2774, legislation introduced on June 15, 2015 by Representative Vern Buchanan (PDF version) |
| May 29, 2015 | Ted Deutch | Estimate of the Financial Effects on Social Security of H.R. 1811, the "Protecting and Preserving Social Security Act," legislation introduced on April 15, 2015 by Representative Ted Deutch (PDF version) |
| May 6, 2015 | Charles Boustany, Sam Johnson | Estimate of the Financial Effects on Social Security of H.R. 2135, “Promoting Opportunity for Disability Benefit Applicants Act“ legislation introduced on April 30, 2015 by Representatives Charles Boustany and Sam Johnson (PDF version) |
| April 23, 2015 | Peter DeFazio | Estimates of the Financial Effects on Social Security of H.R. 1984, the “Fair Adjustment and Income Revenue for Social Security Act,“ legislation introduced on April 23, 2015 by Representative Peter DeFazio (PDF version) |
| March 26, 2015 | Bernie Sanders | Estimates of the Financial Effects on Social Security of S. 731, the “Social Security Expansion Act,” legislation introduced on March 12, 2015 by Senator Bernie Sanders (PDF version) |
| March 18, 2015 | John Larson | Estimates of the Financial Effects on Social Security of H.R. 1391, the “Social Security 2100 Act,” legislation introduced on March 17, 2015 by Representative John Larson (PDF version) |
| February 12, 2015 | Sam Johnson, Orrin Hatch | Estimates of the Financial Effects on Social Security of H.R. 918 "The Social Security Disability Insurance and Unemployment Benefits Double Dip Elimination Act of 2015" introduced on February 12, 2015 by Representative Sam Johnson, with similar Bill introduced in the Senate by Senator Orrin Hatch (PDF version) |
| February 5, 2015 | FY2016 Budget | Potential Reallocation of the Payroll Tax Rate Between the Disability Insurance (DI) Program and the Old-Age and Survivors Insurance (OASI) Program (PDF version) |
| February 2, 2015 | Barack Obama | Estimates of the Financial Effects on Social Security of the President’s Executive Actions for Immigration Announced November 20, 2014, requested by Senator Ron Johnson (PDF version) |
| November 13, 2014 | Kevin Brady | Estimates of the Financial Effects on Social Security of H.R. 5697, the “Equal Treatment of Public Servants Act of 2014,” legislation introduced on November 13, 2014 by Representative Kevin Brady (PDF version) |
| July 31, 2014 | John Larson | Estimates of the Financial Effects on Social Security of the “Social Security 2100 Act,” legislation introduced on July 31, 2014 by Representative John Larson (PDF version) |
| July 28, 2014 | N/A | Potential Reallocation of the Payroll Tax Rate Between the Disability Insurance (DI) Program and the Old-Age and Survivors Insurance (OASI) Program (PDF version) |
| June 10, 2014 | Mark Begich, Patty Murray | Estimates of the Financial Effects on Social Security of the "Retirement and Income Security Enhancements Act," legislation introduced on June 10, 2014 by Senators Mark Begich and Patty Murray (PDF version) |
| March 4, 2014 | FY2015 Budget | Estimates of the Financial Effects on Social Security of a Proposal to Reduce DI Benefits Based on Receipt of UI Benefits (PDF version) |
| January 7, 2014 | Sam Johnson | Estimated Financial Effects on Social Security of H.R. 1502 (Social Security Disability Insurance and Unemployment Benefits Double Dip Elimination Act), requested by Representative Sam Johnson (PDF version) |
| January 7, 2014 | Tom Coburn | Estimated Financial Effects on Social Security of S. 1099 (Reducing Overlapping Payments Act), requested by Senator Tom Coburn (PDF version) |
| October 4, 2013 | 1983 Amendments | Information Related to the Fiscal Effects of the Social Security Amendments of 1983, requested by Representative Paul Ryan (PDF version) |
| August 8, 2013 | N/A | Estimated Financial Effects of a Proposal to Cover Earnings of Individuals with Selected Non-Immigrant Visas (PDF version) |
| July 11, 2013 | FY2014 Budget | Estimates of the Financial Effects on Social Security of Two Changes Proposed in the President’s Fiscal Year 2014 Budget, requested by Representative Sam Johnson (PDF version) |
| July 9, 2013 | Senate Immigration Bill S. 744 | Further Information Related to Estimates for S. 744 (The Border Security, Economic Opportunity, and Immigration Modernization Act) and to Actuarial Note Number 151, requested by Senator Jeff Sessions (PDF version) |
| June 28, 2013 | Marco Rubio | Estimated Long-Range Financial Effects on Social Security of the “Border Security, Economic Opportunity, and Immigration Modernization Act,” legislation introduced as S. 744 (113th Congress) by Senator Marco Rubio and passed by the Senate on June 27, 2013 (PDF version) |
| May 31, 2013 | N/A | Potential Reallocation of the Payroll Tax Rate Between the Disability Insurance (DI) Program and the Old-Age and Survivors Insurance (OASI) Program (PDF version) |
| May 8, 2013 | Marco Rubio | Estimated Financial Effects on Social Security of the "Border Security, Economic Opportunity, and Immigration Modernization Act," legislation introduced as S. 744 (113th Congress) on April 17, 2013 by Senator Marco Rubio (PDF version) |
| March 29, 2013 | Gwen Moore | Estimated Financial Effects of the "Social Security Enhancement and Protection Act of 2013," legislation introduced on March 21, 2013 by Representative Gwen Moore (PDF version) |
| March 19, 2013 | Bernie Sanders | Estimated Financial Effects of the "Keeping Our Social Security Promises Act," legislation introduced as S. 500 (113th Congress) on March 7, 2013 by Senator Bernie Sanders (PDF version) |
| March 18, 2013 | Tom Harkin | Estimated Financial Effects on Social Security of the "Strengthening Social Security Act of 2013," legislation introduced on March 14, 2013 by Senator Tom Harkin (PDF version) |
| March 8, 2013 | John Larson, Vern Buchanan | Effect on Social Security Financial Status of a Proposal to Repeal the Employer FICA Tax Credit on Tips for Food and Beverage Workers, requested by Representatives John Larson and Vern Buchanan (PDF version) |
| September 12, 2012 | Kay Bailey Hutchison | Estimated Financial Effects of a Proposal to Restore 75-Year Solvency for the Social Security Program Requested by Senator Kay Bailey Hutchison (PDF version) (PDF version) |
| March 29, 2012 | Tom Harkin | Estimated Financial Effects on Social Security of the "Rebuild America Act," legislation introduced on March 29, 2012 by Senator Tom Harkin (PDF version) |
| February 17, 2012 | Xavier Becerra | Estimated Financial Effects of the "Middle Class Tax Relief and Job Creation Act of 2012" as specified in the conference report on H.R. 3630 (H. Rep. 112-399), requested by Representative Xavier Becerra (PDF version) |
| December 16, 2011 | Dave Camp | Estimated Financial Effects of the "Middle Class Tax Relief and Job Creation Act of 2011," legislation introduced as H.R. 3630 (112th Congress) on December 9, 2011 by Representative Dave Camp (PDF version) |
| December 6, 2011 | Robert Casey | Estimated Financial Effects of the "Middle Class Tax Cut Act of 2011," legislation introduced as S. 1944 (112th Congress) on December 5, 2011 (PDF version) and as S. 1917 (112th Congress) on November 28, 2011 (PDF version) by Senator Robert Casey |
| December 2, 2011 | Jeffrey Landry | Estimated Financial Effects of the "Social Security Preservation through Individual Choice Enhancement Act," legislation introduced as H.R. 3551 (112th Congress) on December 2, 2011 by Representative Jeffrey Landry (PDF version) |
| November 9, 2011 | Jason Chaffetz | Estimated Financial Effects of a Proposal to Restore Sustainable Solvency for the Social Security Program Requested by Representative Jason Chaffetz (PDF version) |
| September 12, 2011 | Thaddeus McCotter | Preliminary Estimates of the Financial Effects of a Proposal to Provide Voluntary Personal Accounts and to Restore 75-year Solvency for Social Security, Requested by Representative Thaddeus McCotter (PDF version) |
| September 7, 2011 | Bernie Sanders | Estimated Financial Effects of the Proposed Bill to be Named "Keeping Our Social Security Promises Act," Requested by Senator Bernie Sanders (PDF version) |
| July 18, 2011 | Tom Coburn | Preliminary Estimates of the OASDI Financial Effects of a Proposal Requested by Senator Tom Coburn (PDF version) |
| June 21, 2011 | Xavier Becerra | Effects on Social Security Financial Status and on Benefit Levels of Two Potential Modifications to the Automatic Annual Cost of Living Adjustment (COLA) Requested by Representative Xavier Becerra (PDF version) |
| June 9, 2011 | Kay Bailey Hutchison | Estimated Financial Effects of a Proposal to Restore 75-Year Solvency for the Social Security Program Requested by Senator Kay Bailey Hutchison (PDF version) |
| April 14, 2011 | Kay Bailey Hutchison | Estimated Financial Effects of Three Proposals to Improve the Actuarial Status of the Social Security Program Requested by Senator Kay Bailey Hutchison (PDF version) |
| April 13, 2011 | Lindsey Graham, Rand Paul, Mike Lee | Estimated Financial Effects of "The Social Security Solvency and Sustainability Act"; legislation introduced as S. 804 (112th Congress) on April 13, 2011 by Senator Lindsey Graham, Senator Rand Paul, and Senator Mike Lee (PDF version) |
| April 12, 2011 | Cynthia Lummis | Estimated Financial Effects of "Retirement Security for Today's Four-Year- Olds Act of 2011"; legislation introduced as H.R. 867 (112th Congress) on March 2, 2011 by Representative Cynthia M. Lummis (PDF version) |
| March 3, 2011 | Peter DeFazio | Estimated Financial Effects of "No Loopholes in Social Security Taxes Act" legislation introduced as H.R. 797 (112th Congress) on February 18, 2011 by Representative Peter DeFazio (PDF version) |
| February 2, 2011 | Fiscal Commission Bipartisan Policy Center's Debt ReductionTask Force |
Enhanced benefit illustrations for the December 1, 2010 plan developed by National Commission on Fiscal Responsibility and Reform and the November 17, 2010 plan developed by the Bipartisan Policy Center's Debt Reduction Task Force (PDF version) |
| December 1, 2010 | Fiscal Commission | Estimates of the OASDI Financial Effects of the plan developed by National Commission on Fiscal Responsibility and Reform, December 1, 2010 (PDF version) |
| November 17, 2010 | Bipartisan Policy Center's Debt Reduction Task Force | Estimates of the OASDI Financial Effects of Restoring America's Future - a plan developed by the Bipartisan Policy Center's Debt Reduction Task Force (PDF version) |
| November 9, 2010 | Fiscal Commission | Co-Chairs' Proposals for Consideration by the Fiscal Commission: Preliminary Long-Range Estimates of Effect on Social Security, November 9, 2010 (PDF version) |
| October 18, 2010 | Earl Pomeroy | Estimated Financial Effects of Several Possible Changes to the Social Security Program - analysis requested by Representative Earl Pomeroy (PDF version) |
| October 8, 2010 | Theodore Deutch | Estimated Financial Effects of "Preserving Our Promise to Seniors Act", legislation introduced as H.R. 5834 (111th Congress) on July 22, 2010 by Representative Theodore Deutch (PDF version) |
| May 18, 2010 | Senate Special Committee on Aging | Estimated Financial Effects of Two Social Security Reform Options Requested by the Senate Special Committee on Aging for Inclusion in their Committee Report, Social Security Modernization: Options to Address Solvency and Benefit Adequacy (PDF version) |
| May 12, 2010 | Sam Johnson, Kevin Brady, Paul Ryan | Estimated Financial Effects of Provisions That Would Apply Payroll Tax Rates to OASDI Covered Earnings Above Certain Thresholds—eighteen provisions requested by Representative Sam Johnson, Representative Kevin Brady, and Representative Paul Ryan (PDF version) |
| April 27, 2010 | Paul Ryan | Estimated Financial Effects of Title IV of "The Roadmap for America's Future Act of 2010"—legislation introduced as Title IV of H.R. 4529 (111th Congress) on January 27, 2010 by Representative Paul Ryan (PDF version) |
| January 13, 2010 | NRC, NAPA | Estimated Financial Effects of Four Comprehensive Proposals to Restore Social Security to Sustainable Solvency Requested by the National Research Council and the National Academy of Public Administration for their Committee Report, Choosing the Nation's Fiscal Future (PDF version) |
| October 30, 2009 | NASI | Estimated Financial Effects of Several Social Security Reform Options Requested by the National Academy of Social Insurance for its Report, Fixing Social Security: Adequate Benefits, Adequate Financing (PDF version) |
| July 2, 2009 | Robert Wexler | Estimated Financial Effects of the "Social Security Forever Act of 2009"—legislation introduced as H.R.1863 (111th Congress) on April 1, 2009 by Representative Robert Wexler (PDF version) |
| June 19, 2009 | Henry Waxman, Edward Markey | Estimate of the Potential Effect on the Financial Status of the Social Security Program of "The American Clean Energy and Security Act of 2009"—legislation introduced as H.R. 2454 on May 15, 2009, requested by Chairman Charles Rangel and Ranking Member Dave Camp (PDF version) |
| February 12, 2009 | Robert Bennett | Estimated Financial Effects of the "Social Security Solvency Act of 2009"—legislation introduced as S.426 (111th Congress) on February 12, 2009 by Senator Robert Bennett (PDF version) |
| September 17, 2008 | Mark Warshawsky | Estimated Financial Effects of "A Reform Proposal to Make Social Security Financially Sound, Fairer, and More Progressive"—a proposal developed by Mark Warshawsky (PDF version) |
| June 19, 2008 | AARP | Estimated Financial Effects of Several Reform Options (PDF version) |
| May 21, 2008 | Paul Ryan | Estimated Financial Effects of the "Social Security Personal Savings Guarantee and Prosperity Act of 2008"—legislation introduced as Title IV of H.R. 6110 (110th Congress) on May 21, 2008 by Representative Paul Ryan (PDF version) |
| June 27, 2007 | Edward Kennedy | Preliminary Estimated Effect on the Financial Status of Social Security of the Senate Immigration Reform Bill, S. 1639, requested by Senator Edward Kennedy (PDF version) |
| July 24, 2006 | Charles Grassley | Effects on Social Security and Potential Totalization Agreement with Mexico of S. 2611, the “Comprehensive Immigration Reform Act of 2006,” requested by Senator Charles Grassley (PDF version) |
| March 16, 2006 | Robert Bennett | Estimated Financial Effects of a Proposal to Restore Sustainable Solvency for the Social Security Program—legislation introduced as S. 2427 (109th Congress) on March 16, 2006 by Senator Robert Bennett (PDF version) |
| November 17, 2005 | Jeffrey Liebman, Maya MacGuineas, Andrew Samwick | Estimated Financial Effects of "A Nonpartisan Approach to Reforming Social Security"—a proposal developed by Jeffrey Liebman, Maya MacGuineas and Andrew Samwick (PDF version) |
| November 4, 2005 | Jim Kolbe, Allen Boyd | Estimated OASDI Financial Effects of the "Bipartisan Retirement Security Act of 2005"—legislation introduced as H.R. 440 (109th Congress) by Representative Jim Kolbe and Representative Allen Boyd (PDF version) |
| August 10, 2005 | Social Security Advisory Board | Estimated OASDI Long-Range Financial Effects of Several Provisions Requested by the Social Security Advisory Board (PDF version) |
| July 15, 2005 | Jim McCrery, E. Clay Shaw, Sam Johnson, Paul Ryan, John Shadegg | Estimated Financial Effects of the "Growing Real Ownership for Workers Act of 2005"—legislation introduced as H.R. 3304 (109th Congress) on July 14, 2005 by Representatives McCrery, Shaw, Johnson, Ryan, and Shadegg (PDF version) |
| June 23, 2005 | Jim DeMint | Estimated Financial Effects of a Proposal to Finance Individual Accounts with the OASDI Cash-Flow Surplus—legislation introduced as S. 1302 (109th Congress) on June 23, 2005 by Senator Jim DeMint (PDF version) |
| May 12, 2005 | E. Clay Shaw | OASDI Financial Effects of the "Social Security Guarantee Plus Act of 2005"—legislation introduced as H.R. 750 on February 10, 2005 by Representative E. Clay Shaw, Jr. (PDF version) |
| April 20, 2005 | Paul Ryan, John Sununu | Estimated Financial Effects of the "Social Security Personal Savings Guarantee and Prosperity Act of 2005"—legislation introduced as H.R. 1776 by Representative Paul Ryan and as S. 857 by Senator John Sununu. (PDF version) |
| April 14, 2005 | Robert M. Ball | Estimated OASDI Financial Effects for a Proposal with Six Provisions That Would Improve Social Security Financing—a proposal developed by Robert M. Ball, Commissioner of Social Security from April 1962 to March 1973 (PDF version) |
| March 10, 2005 | Chuck Hagel | Estimated Financial Effects of "The Saving Social Security Act of 2005"—legislation introduced as S. 540 (109th Congress) by Senator Chuck Hagel. (PDF version) |
| February 24, 2005 | Robert Wexler | Estimated OASDI Financial Effects of Expanding the Amount of Covered Earnings Subject to the Payroll Tax (PDF version) |
| February 15, 2005 | Sam Johnson | Estimated Financial Effects of a Proposal for Individual Social Security Investment—legislation introduced as H.R. 530 (109th Congress) by Representative Sam Johnson. (PDF version) |
| February 10, 2005 | Robert Pozen | Estimated Financial Effects of a Comprehensive Social Security Reform Proposal Including Progressive Price Indexing—a proposal developed by Robert Pozen, member of the 2001 President's Commission to Strengthen Social Security. (PDF version) |
| July 19, 2004 | Paul Ryan | Estimated Financial Effects of the "Social Security Personal Savings and Prosperity Act of 2004"—legislation subsequently introduced as H.R. 4851 (108th Congress) by Representative Paul Ryan. (PDF version) |
| February 11, 2004 | Jim Kolbe, Charles Stenholm | Estimated OASDI Financial Effects of the "Bipartisan Retirement Security Act"—legislation subsequently introduced as H.R. 3821 (108th Congress) by Representative Jim Kolbe and Representative Charles Stenholm. Adjustments were made on February 25, 2004 to the budget estimates in Table 1b. (PDF version) |
| December 1, 2003 | Peter Ferrara | Estimated
Financial Effects of "The Progressive Personal Account
Plan"—a proposal developed by Peter Ferrara. Current version,
updated December 8, 2003, reflects very minor corrections of some of the
values shown in tables 1a, 1b, 2a, and 2b. (PDF
version)
|
| November 18, 2003 | Lindsey Graham | Estimated OASDI Financial Effects of the "Social Security Solvency and Modernization Act of 2003"—legislation introduced as S. 1878 (108th Congress) by Senator Lindsey Graham (PDF version) |
| October 10, 2003 | Robert M. Ball | Estimated OASDI Financial Effects for Two Provisions that Would Improve Social Security Financing Plus a Balancing Tax-Rate Increase—a proposal developed by Robert M. Ball, Commissioner of Social Security from April 1962 to March 1973 (PDF version) |
| October 8, 2003 | Peter Diamond, Peter Orszag | Estimate of Financial Effects for a Proposal to Restore Solvency to the Social Security Program—a proposal developed by Peter Diamond and Peter Orszag. (PDF version) |
| September 26, 2003 | Jim DeMint | Estimated Financial Effects of the "Social Security Savings Act of 2003"—legislation introduced as H.R. 3177 (108th Congress) by Representative Jim DeMint (PDF version) |
| September 10, 2003 | Nick Smith | Estimated Long-Range OASDI Financial Effect of a Proposal Developed by Representative Nick Smith—legislation subsequently introduced as H.R. 3055 (108th Congress) by Representative Nick Smith (PDF version) |
| January 7, 2003 | E. Clay Shaw | OASDI Financial Effects of the "Social Security Guarantee Plus Act of 2003"—legislation introduced as H.R. 75 (108th Congress) by Representative E. Clay Shaw, Jr., Chairman Subcommittee on Social Security (PDF version) |
| November 4, 2002 | Robert Pozen | Estimates of Financial Effects for a Three-Part Proposal to Reform the Social Security Program—a proposal developed by Robert Pozen and presented in November 2002 issue of the Harvard Business Review (PDF version) |
| January 31, 2002 | President's Commission | Estimates of Financial Effect for Three Models Developed by the President's Commission to Strengthen Social Security. This memorandum has been slightly modified from the original one. Minor modifications were made to the budget estimates and to the descriptions of transitional investment. (PDF version) |
| December 19, 2001 | Jim DeMint, Richard Armey | Estimated Financial Effects of the "Social Security Ownership and Guarantee Act of 2001"—legislation introduced as H.R. 3535 (107th Congress) by Representative Jim DeMint and Representative Richard Armey (PDF version) |
| December 13, 2001 | E. Clay Shaw | OASDI Financial Effects of the "Social Security Guarantee Plus Plan"—legislation introduced as H.R. 3497 (107th Congress) by Representative E. Clay Shaw, Jr., Chairman Subcommittee on Social Security (PDF version) |
| November 30, 2001 | Peter DeFazio | Estimates of Long-Range OASDI Financial Effect of the "Social Security Stabilization and Enhancement Act of 2001"—legislation introduced as H.R. 3315 (107th Congress) by Representative Peter DeFazio (PDF version) |
| August 24, 2001 | Jim Kolbe, Charles Stenholm | Estimated Long-Range OASDI Financial Effects of the
"21st Century Retirement Act"—legislation
introduced as H.R. 2771 (107th Congress) by Representative Jim Kolbe and
Representative Charles Stenholm (PDF
version)
|
| June 22, 2000 | Judd Gregg, John Breaux, Robert Kerrey, and Chuck Grassley | Estimated Long-Range OASDI Financial Effects of the "Bipartisan Social Security Reform Act of 2000"—legislation introduced as S.2774 (106th Congress) on June 22, 2000 by Senator Judd Gregg, Senator John Breaux, Senator Robert Kerrey, and Senator Chuck Grassley |
| March 3, 2000 | Daniel Moynihan | Estimated Long-Range OASDI Financial Effects of Two Proposals Developed by Senator Moynihan (PDF version) |
| June 14, 1999 | John Kasich | Estimated Long-Range OASDI Financial Effects of Proposal by Representative John Kasich (PDF version) |
| April 27, 1998 | National Commission on Retirement Policy | Estimated Long-Range OASDI Financial Effects of Comprehensive Proposals of the National Commission on Retirement Policy |
| June 9, 1997 | Paul Simon, Alan Simpson, John Danforth, Mark Pryor | Estimated Long-Range OASDI Financial Effect of a Proposal to Restore 75-year Solvency (PDF version) |
| May 3, 1995 | Robert Kerrey, Alan Simpson | Estimated Long-Range OASDI Financial Effect of a Draft Proposal for Kerry-Simpson Staff (PDF version) |
| December 8, 1993 | Concord Coalition | Long-Range OASDI Financial Effect of Two Options to Adjust the Concord Coalition Means Test (PDF version) |