| **IA proceeds go to estate if worker dies before entitlement**Ultimate Real Trust Fund Interest Rate 3.00Ultimate Real IA Yield Rate 4.45Ultimate Real Annuity Yield Rate 3.00 |
|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
||
||
| 2003                                                                                                                                                                           | 1.8 | 79 | 77 | 79 |   | 1.8 | 79 | 77 | 79 |
| 2004                                                                                                                                                                           | 2.0 | 94 | 86 | 92 |   | 1.9 | 87 | 79 | 85 |
| 2005                                                                                                                                                                           | 2.3 | 116 | 100 | 110 |   | 2.0 | 96 | 83 | 91 |
| 2006                                                                                                                                                                           | 0.4 | 20 | 16 | 19 |   | 2.1 | 105 | 86 | 97 |
| 2007                                                                                                                                                                           | 0.6 | 32 | 24 | 29 |   | 2.1 | 111 | 85 | 100 |
| 2008                                                                                                                                                                           | 0.6 | 37 | 27 | 32 |   | 2.0 | 114 | 82 | 99 |
| 2009                                                                                                                                                                           | 0.6 | 35 | 24 | 30 |   | 1.9 | 114 | 77 | 96 |
| 2010                                                                                                                                                                           | 0.5 | 31 | 20 | 26 |   | 1.8 | 112 | 71 | 92 |
| 2011                                                                                                                                                                           | 0.4 | 28 | 17 | 22 |   | 1.6 | 108 | 65 | 86 |
| 2012                                                                                                                                                                           | 0.3 | 20 | 11 | 15 |   | 1.4 | 100 | 57 | 78 |
| 2013                                                                                                                                                                           | 0.1 | 8 | 4 | 6 |   | 1.2 | 88 | 47 | 66 |
| 2014                                                                                                                                                                           | -0.1 | -5 | -3 | -4 |   | 1.0 | 74 | 37 | 54 |
| 2015                                                                                                                                                                           | -0.3 | -21 | -10 | -15 |   | 0.7 | 56 | 26 | 39 |
| 2016                                                                                                                                                                           | -0.5 | -41 | -18 | -28 |   | 0.4 | 33 | 15 | 23 |
| 2017                                                                                                                                                                           | -0.7 | -62 | -26 | -42 |   | 0.1 | 7 | 3 | 5 |
| 2018                                                                                                                                                                           | -0.9 | -86 | -34 | -56 |   | -0.3 | -23 | -9 | -15 |
| 2019                                                                                                                                                                           | -1.1 | -113 | -42 | -71 |   | -0.6 | -55 | -21 | -35 |
| 2020                                                                                                                                                                           | -1.4 | -141 | -50 | -86 |   | -0.9 | -92 | -32 | -56 |
| 2021                                                                                                                                                                           | -1.6 | -172 | -57 | -102 |   | -1.3 | -133 | -44 | -79 |
| 2022                                                                                                                                                                           | -1.8 | -204 | -64 | -118 |   | -1.6 | -176 | -55 | -101 |
| 2023                                                                                                                                                                           | -2.0 | -235 | -69 | -131 |   | -1.9 | -218 | -64 | -122 |
| 2024                                                                                                                                                                           | -2.2 | -267 | -74 | -145 |   | -2.2 | -263 | -73 | -143 |
| 2025                                                                                                                                                                           | -2.3 | -299 | -78 | -158 |   | -2.5 | -310 | -81 | -163 |
| 2026                                                                                                                                                                           | -2.5 | -331 | -82 | -170 |   | -2.8 | -358 | -88 | -183 |
| 2027                                                                                                                                                                           | -2.6 | -363 | -85 | -181 |   | -3.1 | -409 | -95 | -203 |
| 2028                                                                                                                                                                           | -2.7 | -395 | -87 | -190 |   | -3.3 | -461 | -101 | -222 |
| 2029                                                                                                                                                                           | -2.8 | -425 | -88 | -199 |   | -3.5 | -513 | -106 | -240 |
| 2030                                                                                                                                                                           | -2.8 | -452 | -88 | -206 |   | -3.7 | -565 | -110 | -257 |
| 2031                                                                                                                                                                           | -2.9 | -477 | -88 | -211 |   | -3.9 | -617 | -113 | -272 |
| 2032                                                                                                                                                                           | -2.9 | -499 | -86 | -214 |   | -4.0 | -668 | -116 | -286 |
| 2033                                                                                                                                                                           | -2.9 | -519 | -85 | -216 |   | -4.1 | -719 | -117 | -299 |
| 2034                                                                                                                                                                           | -2.8 | -537 | -82 | -217 |   | -4.2 | -769 | -118 | -311 |
| 2035                                                                                                                                                                           | -2.8 | -551 | -80 | -216 |   | -4.3 | -819 | -119 | -321 |
| 2036                                                                                                                                                                           | -2.7 | -564 | -77 | -215 |   | -4.4 | -868 | -119 | -330 |
| 2037                                                                                                                                                                           | -2.7 | -575 | -74 | -212 |   | -4.4 | -917 | -118 | -339 |
| 2038                                                                                                                                                                           | -2.6 | -583 | -71 | -209 |   | -4.5 | -965 | -117 | -346 |
| 2039                                                                                                                                                                           | -2.5 | -588 | -67 | -205 |   | -4.5 | -1,014 | -116 | -353 |
| 2040                                                                                                                                                                           | -2.4 | -592 | -64 | -200 |   | -4.5 | -1,064 | -115 | -360 |
| 2041                                                                                                                                                                           | -2.3 | -594 | -60 | -195 |   | -4.5 | -1,116 | -113 | -366 |
| 2042                                                                                                                                                                           | -2.2 | -595 | -57 | -190 |   | -4.5 | -1,171 | -112 | -373 |
| 2043                                                                                                                                                                           | -2.1 | -595 | -54 | -184 |   | -4.6 | -1,229 | -111 | -380 |
| 2044                                                                                                                                                                           | -2.0 | -594 | -51 | -179 |   | -4.6 | -1,292 | -110 | -388 |
| 2045                                                                                                                                                                           | -1.9 | -594 | -48 | -173 |   | -4.6 | -1,359 | -109 | -397 |
| 2046                                                                                                                                                                           | -1.9 | -594 | -45 | -168 |   | -4.7 | -1,432 | -108 | -406 |
| 2047                                                                                                                                                                           | -1.8 | -594 | -42 | -163 |   | -4.7 | -1,510 | -108 | -415 |
| 2048                                                                                                                                                                           | -1.7 | -594 | -40 | -159 |   | -4.8 | -1,592 | -107 | -425 |
| 2049                                                                                                                                                                           | -1.6 | -594 | -38 | -154 |   | -4.8 | -1,680 | -106 | -436 |
| 2050                                                                                                                                                                           | -1.6 | -595 | -36 | -150 |   | -4.9 | -1,775 | -106 | -447 |
| 2051                                                                                                                                                                           | -1.5 | -600 | -34 | -147 |   | -5.0 | -1,877 | -106 | -459 |
| 2052                                                                                                                                                                           | -1.5 | -608 | -32 | -144 |   | -5.0 | -1,988 | -105 | -472 |
| 2053                                                                                                                                                                           | -1.4 | -617 | -31 | -142 |   | -5.1 | -2,104 | -105 | -485 |
| 2054                                                                                                                                                                           | -1.4 | -629 | -30 | -141 |   | -5.2 | -2,226 | -105 | -498 |
| 2055                                                                                                                                                                           | -1.4 | -642 | -29 | -139 |   | -5.2 | -2,355 | -105 | -511 |
| 2056                                                                                                                                                                           | -1.3 | -657 | -27 | -138 |   | -5.3 | -2,489 | -104 | -525 |
| 2057                                                                                                                                                                           | -1.3 | -672 | -27 | -138 |   | -5.4 | -2,629 | -104 | -538 |
| 2058                                                                                                                                                                           | -1.3 | -688 | -26 | -137 |   | -5.4 | -2,773 | -103 | -551 |
| 2059                                                                                                                                                                           | -1.3 | -704 | -25 | -136 |   | -5.5 | -2,922 | -102 | -564 |
| 2060                                                                                                                                                                           | -1.2 | -721 | -24 | -135 |   | -5.5 | -3,077 | -102 | -576 |
| 2061                                                                                                                                                                           | -1.2 | -737 | -23 | -134 |   | -5.6 | -3,239 | -101 | -589 |
| 2062                                                                                                                                                                           | -1.2 | -756 | -22 | -133 |   | -5.6 | -3,409 | -100 | -602 |
| 2063                                                                                                                                                                           | -1.2 | -778 | -22 | -133 |   | -5.7 | -3,590 | -99 | -615 |
| 2064                                                                                                                                                                           | -1.2 | -803 | -21 | -134 |   | -5.7 | -3,781 | -99 | -629 |
| 2065                                                                                                                                                                           | -1.2 | -831 | -20 | -134 |   | -5.8 | -3,982 | -98 | -643 |
| 2066                                                                                                                                                                           | -1.1 | -863 | -20 | -135 |   | -5.8 | -4,194 | -97 | -658 |
| 2067                                                                                                                                                                           | -1.1 | -900 | -20 | -137 |   | -5.9 | -4,420 | -97 | -673 |
| 2068                                                                                                                                                                           | -1.1 | -939 | -19 | -139 |   | -6.0 | -4,658 | -96 | -689 |
| 2069                                                                                                                                                                           | -1.2 | -984 | -19 | -141 |   | -6.0 | -4,908 | -95 | -705 |
| 2070                                                                                                                                                                           | -1.2 | -1,032 | -19 | -144 |   | -6.1 | -5,173 | -95 | -721 |
| 2071                                                                                                                                                                           | -1.2 | -1,083 | -19 | -147 |   | -6.1 | -5,450 | -94 | -737 |
| 2072                                                                                                                                                                           | -1.2 | -1,139 | -19 | -150 |   | -6.2 | -5,743 | -93 | -754 |
| 2073                                                                                                                                                                           | -1.2 | -1,200 | -18 | -153 |   | -6.3 | -6,049 | -93 | -771 |
| 2074                                                                                                                                                                           | -1.2 | -1,265 | -18 | -157 |   | -6.3 | -6,371 | -92 | -789 |
| 2075                                                                                                                                                                           | -1.2 | -1,334 | -18 | -160 |   | -6.4 | -6,709 | -91 | -806 |
| 2076                                                                                                                                                                           | -1.2 | -1,408 | -18 | -164 |   | -6.4 | -7,063 | -91 | -824 |
| 2077                                                                                                                                                                           | -1.2 | -1,487 | -18 | -168 |   | -6.5 | -7,433 | -90 | -842 |
| 2078                                                                                                                                                                           | -1.3 | -1,569 | -18 | -173 |   | -6.6 | -7,822 | -89 | -860 |
| **Total 2003-2077**                                                                                                                                                            |   |   | **-2,407** |   |   |   |   | **-4,910** |   |
| Based on Intermediate Assumptions of the 2003 Trustees Report.                                                                                                                 |
|                                                                                                                                                                           | Office of the Chief ActuarySocial Security AdministrationFebruary 11, 2004 |

Return to memorandumList of memos