Year Cost Rate

Income 

Rate

Annual 

Balance

2008 11.20 12.77 1.57 359

2009 11.26 12.81 1.54 369

2010 11.37 12.82 1.46 378

2011 11.45 12.84 1.38 389

2012 11.65 12.87 1.22 396

2013 11.98 12.91 0.93 398

2014 12.26 12.92 0.67 399

2015 12.54 12.94 0.40 398

2016 12.84 12.97 0.13 395

2017 13.14 12.99 -0.15 391

2018 13.43 13.01 -0.42 386

2019 13.72 13.03 -0.69 379

2020 14.01 13.05 -0.96 371

2021 14.27 13.07 -1.21 362

2022 14.53 13.08 -1.44 352

2023 14.77 13.10 -1.67 341

2024 15.00 13.11 -1.89 330

2025 15.23 13.13 -2.10 317

2026 15.43 13.14 -2.29 304

2027 15.64 13.16 -2.48 290

2028 15.82 13.17 -2.66 275

2029 16.00 13.18 -2.81 259

2030 16.14 13.19 -2.95 243

2031 16.27 13.20 -3.07 227

2032 16.37 13.21 -3.16 210

2033 16.44 13.21 -3.23 193

2034 16.49 13.22 -3.27 175

2035 16.51 13.22 -3.29 158

2036 16.53 13.22 -3.31 140

2037 16.53 13.23 -3.31 122

2038 16.51 13.23 -3.29 104

2039 16.48 13.23 -3.25 86

2040 16.43 13.22 -3.21 67

2041 16.38 13.22 -3.16 49

2042 16.33 13.22 -3.11 31

2043 16.28 13.22 -3.06 12

2044 16.22 13.22 -3.00 ----

2045 16.17 13.22 -2.96 ----

2046 16.13 13.21 -2.91 ----

2047 16.09 13.21 -2.87 ----

2048 16.05 13.21 -2.84 ----

2049 16.02 13.21 -2.81 ----

2050 15.99 13.21 -2.78 ----

2051 15.97 13.21 -2.76 ----

2052 15.96 13.21 -2.75 ----

2053 15.95 13.21 -2.74 ----

2054 15.94 13.21 -2.73 ----

2055 15.95 13.21 -2.74 ----

2056 15.96 13.21 -2.75 ----

2057 15.97 13.21 -2.76 ----

2058 15.99 13.22 -2.77 ----

2059 16.00 13.22 -2.78 ----

2060 16.02 13.22 -2.80 ----

2061 16.03 13.22 -2.81 ----

2062 16.05 13.22 -2.83 ----

2063 16.07 13.22 -2.84 ----

2064 16.09 13.22 -2.86 ----

2065 16.11 13.23 -2.88 ----

Detailed Single Year Tables

Category of Change: Retirement Age

Proposed Provision: Starting in 2012, convert all disabled worker beneficiaries to retired worker status 

upon attainment of their EEA (rather than their NRA). After conversion, apply the early retirement 

reduction for retirement at EEA (currently 25%) times the ratio of years after 2011 (or years after 

attaining age 21, if later) and before attaining age 62, to 40. Medicare eligibility would be extended to 

age 65 on the basis of disability. After 2011, disability applications would not be accepted for benefit 

entitlement that would start at ages over EEA.

Expressed as a percentage of taxable payrol Trust Fund 

Ratio 

1-1-year
2066 16.13 13.23 -2.90 ----

2067 16.16 13.23 -2.93 ----

2068 16.18 13.23 -2.95 ----

2069 16.21 13.23 -2.98 ----

2070 16.24 13.24 -3.01 ----

2071 16.28 13.24 -3.04 ----

2072 16.31 13.24 -3.07 ----

2073 16.34 13.24 -3.10 ----

2074 16.38 13.24 -3.14 ----

2075 16.42 13.25 -3.17 ----

2076 16.45 13.25 -3.21 ----

2077 16.49 13.25 -3.24 ----

2078 16.53 13.25 -3.28 ----

2079 16.57 13.26 -3.32 ----

2080 16.62 13.26 -3.36 ----

2081 16.66 13.26 -3.40 ----

2082 16.70 13.26 -3.44 ----

2083 16.74 13.27 -3.48 ----

2084 16.78 13.27 -3.52 ----

2085 16.82 13.27 -3.55 ----

Summarized Rates: OASDI

2008 Cost Rate Income Rate

Actuarial 

Balance

-2082 15.25% 13.93% -1.33% 0.37%

Office of the Chief Actuary, Social Security

Estimates based on Intermediate Assumptions of the 2008 Trustees Report

Change in 

Actuarial Balance

January 29, 2009