| **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                            |
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| 2004                                                                                                                                                                                                      | 0.0 | 0.0 | 7.4 | 7.4 | -7.6 | 7.6 |
| 2005                                                                                                                                                                                                      | 0.0 | 0.0 | 18.8 | 18.8 | -27.3 | 19.9 |
| 2006                                                                                                                                                                                                      | 96.4 | 0.0 | 21.5 | -74.8 | 48.9 | -75.5 |
| 2007                                                                                                                                                                                                      | 101.1 | 0.0 | 29.9 | -71.2 | 123.9 | -76.4 |
| 2008                                                                                                                                                                                                      | 105.8 | 0.0 | 38.6 | -67.2 | 197.0 | -76.8 |
| 2009                                                                                                                                                                                                      | 109.6 | 0.0 | 43.0 | -66.6 | 271.8 | -80.5 |
| 2010                                                                                                                                                                                                      | 113.3 | 0.0 | 47.6 | -65.7 | 348.0 | -84.1 |
| 2011                                                                                                                                                                                                      | 116.7 | 0.0 | 52.8 | -64.0 | 424.6 | -86.8 |
| 2012                                                                                                                                                                                                      | 120.0 | 0.0 | 58.0 | -62.0 | 501.5 | -89.3 |
| 2013                                                                                                                                                                                                      | 123.1 | 0.0 | 63.1 | -59.9 | 578.6 | -91.7 |
| 2014                                                                                                                                                                                                      | 126.0 | 0.0 | 68.9 | -57.2 | 655.1 | -93.4 |
| 2015                                                                                                                                                                                                      | 128.8 | 0.0 | 74.8 | -54.1 | 730.7 | -94.6 |
| 2016                                                                                                                                                                                                      | 131.5 | 0.0 | 81.2 | -50.3 | 804.5 | -95.1 |
| 2017                                                                                                                                                                                                      | 134.1 | 0.0 | 88.2 | -45.8 | 875.9 | -94.8 |
| 2018                                                                                                                                                                                                      | 136.6 | 0.0 | 95.7 | -40.8 | 944.2 | -93.8 |
| 2019                                                                                                                                                                                                      | 139.1 | 0.0 | 103.3 | -35.7 | 1,009.3 | -92.6 |
| 2020                                                                                                                                                                                                      | 141.5 | 0.0 | 111.9 | -29.5 | 1,070.0 | -90.1 |
| 2021                                                                                                                                                                                                      | 143.9 | 0.0 | 121.2 | -22.7 | 1,125.5 | -86.6 |
| 2022                                                                                                                                                                                                      | 146.2 | 0.0 | 130.2 | -16.0 | 1,175.7 | -83.0 |
| 2023                                                                                                                                                                                                      | 148.6 | 0.0 | 139.4 | -9.2 | 1,220.5 | -79.0 |
| 2024                                                                                                                                                                                                      | 150.9 | 0.0 | 149.0 | -1.9 | 1,259.1 | -74.1 |
| 2025                                                                                                                                                                                                      | 153.2 | 0.0 | 158.9 | 5.7 | 1,291.0 | -68.6 |
| 2026                                                                                                                                                                                                      | 155.3 | 0.0 | 169.1 | 13.8 | 1,315.5 | -62.1 |
| 2027                                                                                                                                                                                                      | 157.5 | 0.0 | 180.1 | 22.6 | 1,331.7 | -54.5 |
| 2028                                                                                                                                                                                                      | 159.7 | 0.0 | 191.6 | 32.0 | 1,338.7 | -45.8 |
| 2029                                                                                                                                                                                                      | 162.0 | 0.0 | 203.6 | 41.6 | 1,336.0 | -36.3 |
| 2030                                                                                                                                                                                                      | 164.3 | 0.0 | 215.8 | 51.5 | 1,323.0 | -25.9 |
| 2031                                                                                                                                                                                                      | 166.6 | 0.0 | 228.5 | 61.9 | 1,298.9 | -14.5 |
| 2032                                                                                                                                                                                                      | 169.0 | 0.0 | 241.5 | 72.5 | 1,263.2 | -2.1 |
| 2033                                                                                                                                                                                                      | 171.4 | 0.0 | 254.7 | 83.3 | 1,215.3 | 11.1 |
| 2034                                                                                                                                                                                                      | 173.9 | 0.0 | 268.1 | 94.2 | 1,154.8 | 25.1 |
| 2035                                                                                                                                                                                                      | 176.4 | 0.0 | 281.5 | 105.1 | 1,081.1 | 40.0 |
| 2036                                                                                                                                                                                                      | 178.9 | 0.0 | 294.8 | 115.9 | 994.2 | 55.5 |
| 2037                                                                                                                                                                                                      | 181.5 | 0.0 | 308.2 | 126.7 | 893.5 | 71.7 |
| 2038                                                                                                                                                                                                      | 184.1 | 0.0 | 321.7 | 137.6 | 778.6 | 88.9 |
| 2039                                                                                                                                                                                                      | 186.7 | 0.0 | 335.4 | 148.6 | 648.8 | 107.1 |
| 2040                                                                                                                                                                                                      | 189.3 | 0.0 | 349.3 | 159.9 | 503.5 | 126.4 |
| 2041                                                                                                                                                                                                      | 192.0 | 0.0 | 363.8 | 171.8 | 341.7 | 147.2 |
| 2042                                                                                                                                                                                                      | 194.7 | 0.0 | 378.7 | 184.0 | 162.4 | 169.3 |
| 2043                                                                                                                                                                                                      | 197.3 | 0.0 | 394.1 | 196.7 | -35.3 | 193.0 |
| 2044                                                                                                                                                                                                      | 200.0 | 0.0 | 409.9 | 209.9 | -252.6 | 218.2 |
| 2045                                                                                                                                                                                                      | 202.8 | 0.0 | 426.2 | 223.4 | -490.3 | 245.1 |
| 2046                                                                                                                                                                                                      | 205.5 | 0.0 | 443.1 | 237.6 | -749.7 | 273.8 |
| 2047                                                                                                                                                                                                      | 208.2 | 0.0 | 460.4 | 252.2 | -1,031.9 | 304.0 |
| 2048                                                                                                                                                                                                      | 211.0 | 0.0 | 477.9 | 266.9 | -1,337.8 | 335.9 |
| 2049                                                                                                                                                                                                      | 213.8 | 0.0 | 495.8 | 282.0 | -1,668.4 | 369.6 |
| 2050                                                                                                                                                                                                      | 216.6 | 0.0 | 513.9 | 297.3 | -2,024.6 | 404.8 |
| 2051                                                                                                                                                                                                      | 219.5 | 0.0 | 532.0 | 312.5 | -2,407.2 | 441.6 |
| 2052                                                                                                                                                                                                      | 222.3 | 0.0 | 550.1 | 327.8 | -2,817.1 | 480.0 |
| 2053                                                                                                                                                                                                      | 225.3 | 0.0 | 568.1 | 342.9 | -3,254.7 | 519.7 |
| 2054                                                                                                                                                                                                      | 228.2 | 0.0 | 585.8 | 357.6 | -3,720.7 | 560.8 |
| 2055                                                                                                                                                                                                      | 231.2 | 0.0 | 603.4 | 372.2 | -4,215.7 | 603.3 |
| 2056                                                                                                                                                                                                      | 234.3 | 0.0 | 620.8 | 386.6 | -4,740.3 | 647.4 |
| 2057                                                                                                                                                                                                      | 237.4 | 0.0 | 638.2 | 400.8 | -5,295.4 | 693.1 |
| 2058                                                                                                                                                                                                      | 240.5 | 0.0 | 655.2 | 414.7 | -5,881.3 | 740.2 |
| 2059                                                                                                                                                                                                      | 243.7 | 0.0 | 672.0 | 428.3 | -6,498.9 | 788.9 |
| 2060                                                                                                                                                                                                      | 246.9 | 0.0 | 688.7 | 441.8 | -7,148.9 | 839.3 |
| 2061                                                                                                                                                                                                      | 250.2 | 0.0 | 705.5 | 455.3 | -7,832.3 | 891.6 |
| 2062                                                                                                                                                                                                      | 253.5 | 0.0 | 722.3 | 468.8 | -8,550.2 | 946.0 |
| 2063                                                                                                                                                                                                      | 256.8 | 0.0 | 739.3 | 482.5 | -9,303.6 | 1,002.5 |
| 2064                                                                                                                                                                                                      | 260.2 | 0.0 | 756.1 | 495.9 | -10,093.5 | 1,060.9 |
| 2065                                                                                                                                                                                                      | 263.6 | 0.0 | 773.0 | 509.4 | -10,921.0 | 1,121.5 |
| 2066                                                                                                                                                                                                      | 267.1 | 0.0 | 790.0 | 522.9 | -11,787.3 | 1,184.3 |
| 2067                                                                                                                                                                                                      | 270.6 | 0.0 | 807.0 | 536.5 | -12,693.5 | 1,249.5 |
| 2068                                                                                                                                                                                                      | 274.1 | 0.0 | 824.3 | 550.2 | -13,641.0 | 1,317.2 |
| 2069                                                                                                                                                                                                      | 277.6 | 0.0 | 841.3 | 563.7 | -14,630.8 | 1,387.1 |
| 2070                                                                                                                                                                                                      | 281.2 | 0.0 | 858.7 | 577.5 | -15,664.5 | 1,459.9 |
| 2071                                                                                                                                                                                                      | 284.9 | 0.0 | 876.2 | 591.3 | -16,743.5 | 1,535.2 |
| 2072                                                                                                                                                                                                      | 288.5 | 0.0 | 893.6 | 605.1 | -17,869.1 | 1,613.3 |
| 2073                                                                                                                                                                                                      | 292.2 | 0.0 | 911.1 | 618.9 | -19,042.6 | 1,694.0 |
| 2074                                                                                                                                                                                                      | 296.0 | 0.0 | 928.7 | 632.7 | -20,265.6 | 1,777.6 |
| 2075                                                                                                                                                                                                      | 299.8 | 0.0 | 946.3 | 646.5 | -21,539.5 | 1,864.1 |
| 2076                                                                                                                                                                                                      | 303.6 | 0.0 | 963.9 | 660.4 | -22,865.8 | 1,953.7 |
| 2077                                                                                                                                                                                                      | 307.5 | 0.0 | 981.6 | 674.2 | -24,246.2 | 2,046.4 |
| 2078                                                                                                                                                                                                      | 311.4 | 0.0 | 999.5 | 688.1 | -25,682.3 | 2,142.3 |
|                                                                                                                                                                                                      |   |   |   |   |   |   |
| 1 Contributions are redirections from OASDI payroll taxes.2 Offsets to OASI benefits based on IA proceeds do not occur under this proposal.Based on Intermediate Assumptions of the 2003 Trustees Report. |
|                                                                                                                                                                                                      | Office of the Chief ActuarySocial Security AdministrationRevised February 25, 2004 |

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