The last 5 Trustees Reports have indicated that Social Security's Old-Age, Survivors, and Disability Insurance (OASDI) Trust Funds would become exhausted between 2036 and 2041 under the intermediate set of economic and demographic 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 exhaustion. Many policymakers have developed proposals and options to address this long-range solvency problem.
We have prepared memoranda for many of these proposals and options. Each memorandum provides an actuarial analysis showing the estimated effect on the financial status of the OASDI program.
These memoranda are provided in Portable Document Format (PDF), which we recommend for printing (requires Adobe Acrobat Reader). Some of the memoranda are also available in HTML format.
The memoranda are listed below in chronological order, most recent first. To search the list, use the search forms at left.
http://www.ssa.gov/OACT/solvency/index.htmlHere are some of the proposals scored
Memorandum subject and related information
Sept. 7, 2011 Bernard Sanders Estimated Financial Effects of the Proposed Bill to be Named "Keeping Our Social Security Promises Act," Requested by Senator Bernard 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)