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Detailed Single Year Tables

Description of Proposed Provision:
B4.1: Increase the number of years used to calculate benefits for retirees and survivors (but not for disabled workers) from 35 to 38, phased in over the years 2017-2021.

 

Financial Estimates for the OASDI Trust Fund Program

 
  Proposal
  Change from Present Law
  Expressed as a percentage of
present-law taxable payroll

Trust fund
ratio as of
January 1
Expressed as a percentage of
present-law taxable payroll
Calendar
year
Cost
rate
Income
rate
Annual
balance

Cost
rate
Income
rate
Annual
balance
201614.0512.94-1.10
303
0.000.000.00
201713.7212.92-0.80
293
0.000.000.00
201813.8512.96-0.90
277
0.000.000.00
201913.9812.97-1.01
262
-0.010.000.01
202014.1212.98-1.14
247
-0.010.000.01
202114.2513.00-1.24
232
-0.020.000.02
202214.4513.03-1.42
217
-0.040.000.03
202314.7113.06-1.65
201
-0.050.000.05
202414.9613.09-1.87
184
-0.070.000.06
202515.2013.11-2.09
168
-0.090.000.08
202615.3613.12-2.24
151
-0.11-0.010.10
202715.5213.14-2.39
135
-0.13-0.010.12
202815.6713.15-2.52
119
-0.14-0.010.14
202915.8013.16-2.64
103
-0.16-0.010.15
203015.9213.17-2.75
87
-0.18-0.010.17
203116.0213.18-2.85
70
-0.20-0.010.19
203216.1113.19-2.93
53
-0.21-0.010.20
203316.1813.19-2.99
36
-0.23-0.010.22
203416.2213.20-3.02
18
-0.24-0.010.23
203516.2413.20-3.04
0
-0.26-0.010.24
203616.2913.21-3.08
----
-0.27-0.010.25
203716.3213.21-3.11
----
-0.28-0.020.27
203816.3213.21-3.11
----
-0.29-0.020.28
203916.3113.21-3.09
----
-0.30-0.020.28
204016.2813.21-3.07
----
-0.31-0.020.29
204116.2413.21-3.03
----
-0.32-0.020.30
204216.2113.21-2.99
----
-0.33-0.020.31
204316.1713.21-2.95
----
-0.33-0.020.31
204416.1313.21-2.92
----
-0.34-0.020.32
204516.1013.21-2.89
----
-0.34-0.020.33
204616.0813.21-2.86
----
-0.35-0.020.33
204716.0513.21-2.84
----
-0.36-0.020.34
204816.0313.21-2.81
----
-0.36-0.020.34
204916.0113.21-2.79
----
-0.36-0.020.34
205015.9913.21-2.78
----
-0.37-0.020.35
205115.9913.21-2.78
----
-0.37-0.020.35
205216.0013.21-2.78
----
-0.37-0.020.35
205316.0213.22-2.80
----
-0.38-0.020.35
205416.0513.22-2.83
----
-0.38-0.020.36
205516.0813.22-2.86
----
-0.38-0.020.36
205616.1213.22-2.90
----
-0.38-0.020.36
205716.1713.23-2.94
----
-0.39-0.020.36
205816.2213.23-2.99
----
-0.39-0.020.37
205916.2713.24-3.03
----
-0.39-0.020.37
206016.3113.24-3.07
----
-0.39-0.020.37
206116.3613.24-3.12
----
-0.39-0.020.37
206216.4113.25-3.17
----
-0.40-0.020.37
206316.4613.25-3.21
----
-0.40-0.020.37
206416.5113.25-3.25
----
-0.40-0.020.38
206516.5613.26-3.30
----
-0.40-0.020.38
206616.6113.26-3.35
----
-0.40-0.020.38
206716.6613.26-3.40
----
-0.40-0.020.38
206816.7113.27-3.44
----
-0.40-0.020.38
206916.7613.27-3.49
----
-0.40-0.020.38
207016.8113.27-3.54
----
-0.41-0.020.38
207116.8613.28-3.58
----
-0.41-0.020.38
207216.9013.28-3.62
----
-0.41-0.020.38
207316.9313.28-3.65
----
-0.41-0.020.38
207416.9613.28-3.68
----
-0.41-0.020.38
207516.9813.29-3.70
----
-0.41-0.020.39
207617.0013.29-3.71
----
-0.41-0.020.39
207717.0013.29-3.71
----
-0.41-0.020.38
207817.0013.29-3.71
----
-0.41-0.020.38
207917.0013.29-3.71
----
-0.41-0.020.38
208016.9913.29-3.71
----
-0.41-0.020.38
208117.0013.29-3.71
----
-0.41-0.020.38
208217.0013.29-3.71
----
-0.41-0.020.38
208317.0113.29-3.73
----
-0.41-0.020.38
208417.0313.29-3.74
----
-0.41-0.020.38
208517.0613.29-3.77
----
-0.41-0.020.38
208617.1013.29-3.80
----
-0.41-0.020.38
208717.1413.30-3.84
----
-0.41-0.020.38
208817.1813.30-3.88
----
-0.41-0.020.38
208917.2213.30-3.92
----
-0.41-0.020.39
209017.2713.30-3.96
----
-0.41-0.020.39
209117.3113.31-4.00
----
-0.41-0.020.39



 

Summarized Estimates

 
  Proposal
  Change from Present Law
Years Cost
rate
Income
rate
Actuarial
balance

Year of reserve
depletion
1

Cost
rate
Income
rate
Actuarial
balance
 
Based on Intermediate Assumptions of the 2016 Trustees Report.
2016-2090 16.21% 13.83% -2.38%
2035
-0.29% -0.02% 0.28%
 
1 Under present law, the year of Trust Fund reserve depletion is 2034.

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Last reviewed or modified August 30, 2016