ssa-gov/www.ssa.gov/OACT/NOTES/actnote.html

156 lines
18 KiB
HTML

<!DOCTYPE html>
<html class="no-js" lang="en">
<head>
<!-- REQUIRED META INFORMATION -->
<meta charset="UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1" />
<meta name="msapplication-tap-highlight" content="no" />
<!-- PAGE TITLE -->
<title>Actuarial Notes</title>
<!-- PAGE META INFORMATION -->
<meta name="DCTERMS:coderOffice" content="OCACT" />
<meta name="DCTERMS:coder" content="jlkun" />
<meta name="DCTERMS:contentOffice" content="OCACT" />
<meta name="DCTERMS:contentOwner" content="SKunkel" />
<meta name="description" content="Actuarial Notes" />
<meta name="DCTERMS:dateCertified" content="2019-06-27" />
<meta name="DCTERMS:required" content="OMB:M-17-06:1" />
<!-- STYLES -->
<link rel="stylesheet" href="/framework/css/ssa.firefly.css" />
<!-- SCRIPTS -->
<script src="/framework/js/ssa.firefly.head.js"></script>
<script>(window.BOOMR_mq=window.BOOMR_mq||[]).push(["addVar",{"rua.upush":"false","rua.cpush":"false","rua.upre":"false","rua.cpre":"false","rua.uprl":"false","rua.cprl":"false","rua.cprf":"false","rua.trans":"","rua.cook":"false","rua.ims":"false","rua.ufprl":"false","rua.cfprl":"false","rua.isuxp":"false","rua.texp":"norulematch","rua.ceh":"false","rua.ueh":"false","rua.ieh.st":"0"}]);</script>
<script>!function(e){var n="https://s.go-mpulse.net/boomerang/";if("False"=="True")e.BOOMR_config=e.BOOMR_config||{},e.BOOMR_config.PageParams=e.BOOMR_config.PageParams||{},e.BOOMR_config.PageParams.pci=!0,n="https://s2.go-mpulse.net/boomerang/";if(window.BOOMR_API_key="LERZW-HECFS-R8H4E-23UQ7-ERMQB",function(){function e(){if(!o){var e=document.createElement("script");e.id="boomr-scr-as",e.src=window.BOOMR.url,e.async=!0,i.parentNode.appendChild(e),o=!0}}function t(e){o=!0;var n,t,a,r,d=document,O=window;if(window.BOOMR.snippetMethod=e?"if":"i",t=function(e,n){var t=d.createElement("script");t.id=n||"boomr-if-as",t.src=window.BOOMR.url,BOOMR_lstart=(new Date).getTime(),e=e||d.body,e.appendChild(t)},!window.addEventListener&&window.attachEvent&&navigator.userAgent.match(/MSIE [67]\./))return window.BOOMR.snippetMethod="s",void t(i.parentNode,"boomr-async");a=document.createElement("IFRAME"),a.src="about:blank",a.title="",a.role="presentation",a.loading="eager",r=(a.frameElement||a).style,r.width=0,r.height=0,r.border=0,r.display="none",i.parentNode.appendChild(a);try{O=a.contentWindow,d=O.document.open()}catch(_){n=document.domain,a.src="javascript:var d=document.open();d.domain='"+n+"';void(0);",O=a.contentWindow,d=O.document.open()}if(n)d._boomrl=function(){this.domain=n,t()},d.write("<bo"+"dy onload='document._boomrl();'>");else if(O._boomrl=function(){t()},O.addEventListener)O.addEventListener("load",O._boomrl,!1);else if(O.attachEvent)O.attachEvent("onload",O._boomrl);d.close()}function a(e){window.BOOMR_onload=e&&e.timeStamp||(new Date).getTime()}if(!window.BOOMR||!window.BOOMR.version&&!window.BOOMR.snippetExecuted){window.BOOMR=window.BOOMR||{},window.BOOMR.snippetStart=(new Date).getTime(),window.BOOMR.snippetExecuted=!0,window.BOOMR.snippetVersion=12,window.BOOMR.url=n+"LERZW-HECFS-R8H4E-23UQ7-ERMQB";var i=document.currentScript||document.getElementsByTagName("script")[0],o=!1,r=document.createElement("link");if(r.relList&&"function"==typeof r.relList.supports&&r.relList.supports("preload")&&"as"in r)window.BOOMR.snippetMethod="p",r.href=window.BOOMR.url,r.rel="preload",r.as="script",r.addEventListener("load",e),r.addEventListener("error",function(){t(!0)}),setTimeout(function(){if(!o)t(!0)},3e3),BOOMR_lstart=(new Date).getTime(),i.parentNode.appendChild(r);else t(!1);if(window.addEventListener)window.addEventListener("load",a,!1);else if(window.attachEvent)window.attachEvent("onload",a)}}(),"".length>0)if(e&&"performance"in e&&e.performance&&"function"==typeof e.performance.setResourceTimingBufferSize)e.performance.setResourceTimingBufferSize();!function(){if(BOOMR=e.BOOMR||{},BOOMR.plugins=BOOMR.plugins||{},!BOOMR.plugins.AK){var n=""=="true"?1:0,t="",a="vht6pfix22vgcz6v4tgq-f-efe1343e2-clientnsv4-s.akamaihd.net",i="false"=="true"?2:1,o={"ak.v":"39","ak.cp":"1204614","ak.ai":parseInt("728289",10),"ak.ol":"0","ak.cr":2,"ak.ipv":4,"ak.proto":"http/1.1","ak.rid":"eac794","ak.r":35636,"ak.a2":n,"ak.m":"dsca","ak.n":"essl","ak.bpcip":"169.231.231.0","ak.cport":34992,"ak.gh":"23.214.170.79","ak.quicv":"","ak.tlsv":"tls1.3","ak.0rtt":"","ak.0rtt.ed":"","ak.csrc":"-","ak.acc":"bbr","ak.t":"1742070989","ak.ak":"hOBiQwZUYzCg5VSAfCLimQ==GIE45WEMns6131dRtLbx9UbtpuAlOWuaEfiLfBkdegVOSdu50k3vBsyJx3HzQZmkJZdRRyUDmZ3qiAdvzTBZW45nsaCNEJrfl8VLAj8IGqA00yAu2sqc/wR7Ci2JHD0lJgboc9wdM8w8HHBpYjcantgVwWDkc6ltRIn62Ve+u0capCLWai7q6wmot6qjgPTUFu/Vo7PKQH02+T4ZY4dJFqP9moIA5U+7e140pRjsXr4uBa/utaRxn2iVxxZNxfkSbgtNBzTeAoqzHmDyAxC1i9nJbYrHAHmHYvC3wtgRcdW03smSGiyGCVuchkdZpM9TTtaKpa5TgvbFJwoQet3quiwVm4v/1c3f0hdjxTDfmtokre8GZFvpE26ttHe6WiUB59F/VWS/OZsIsRPdTXqw9Vq4+BQcFTNaaqtgFyJ6U2E=","ak.pv":"98","ak.dpoabenc":"","ak.tf":i};if(""!==t)o["ak.ruds"]=t;var r={i:!1,av:function(n){var t="http.initiator";if(n&&(!n[t]||"spa_hard"===n[t]))o["ak.feo"]=void 0!==e.aFeoApplied?1:0,BOOMR.addVar(o)},rv:function(){var e=["ak.bpcip","ak.cport","ak.cr","ak.csrc","ak.gh","ak.ipv","ak.m","ak.n","ak.ol","ak.proto","ak.quicv","ak.tlsv","ak.0rtt","ak.0rtt.ed","ak.r","ak.acc","ak.t","ak.tf"];BOOMR.removeVar(e)}};BOOMR.plugins.AK={akVars:o,akDNSPreFetchDomain:a,init:function(){if(!r.i){var e=BOOMR.subscribe;e("before_beacon",r.av,null,null),e("onbeacon",r.rv,null,null),r.i=!0}return this},is_complete:function(){return!0}}}}()}(window);</script></head>
<body>
<!-- BANNER -->
<aside class="accessibility" id="accessibility"><a href="#content" id="skip-navigation">Skip to main content</a></aside>
<!-- WCMS SITE ALERT (EMERGENCY) -->
<div class="print-dn wcms" aria-label="Site Alert" style="background-color: #FFE396;">
<div class="fx mx-auto px3 py2" style="max-width: 75rem;">
<svg class="fx-none mr2 svg3" focusable="false" viewbox="0 0 20 20" aria-hidden="true">
<path fill="#FFFFFF" fill-rule="evenodd" stroke-width="0" d="M10.8,15h-1.7v-1.7h1.7v1.7ZM10.8,11.7h-1.7v-4.9h1.7v4.9Z" vector-effect="non-scaling-stroke"></path>
<path fill="#1C1D1F" fill-rule="evenodd" stroke-width="0" d="M.8,17.5h18.3L10,1.7.8,17.5ZM10.8,15h-1.7v-1.7h1.7v1.7ZM10.8,11.7h-1.7v-4.9h1.7v4.9h0Z" vector-effect="non-scaling-stroke"></path>
</svg>
<a class="cc" href="https://www.ssa.gov/manage-benefits/make-an-appointment"><u>If you need to visit an office, schedule an appointment first. Find out how.</u></a>
</div>
</div>
<!-- WCMS SITE ALERT (INFORMATION) -->
<div class="print-dn wcms" aria-label="Site Alert" style="background-color: #E7F6F8;">
<div class="fx mx-auto px3 py2" style="max-width: 75rem;">
<svg class="fx-none mr2 svg3" focusable="false" viewbox="0 0 20 20" aria-hidden="true">
<path fill="#1C1D1F" fill-rule="evenodd" stroke-width="0" d="M10,1.7C5.4,1.7,1.7,5.4,1.7,10s3.7,8.3,8.3,8.3,8.3-3.7,8.3-8.3S14.6,1.7,10,1.7ZM9.2,7.5v-1.7h1.7v1.7h-1.7ZM9.2,9.2v5h1.7v-5h-1.7Z" vector-effect="non-scaling-stroke"></path>
<path fill="#FFFFFF" fill-rule="evenodd" stroke-width="0" d="M10.8,7.5h-1.7v-1.7h1.7v1.7Z" vector-effect="non-scaling-stroke"></path>
<path fill="#FFFFFF" fill-rule="evenodd" stroke-width="0" d="M10.8,14.2h-1.7v-5h1.7v5Z" vector-effect="non-scaling-stroke"></path>
</svg>
<a class="cc" href="https://www.ssa.gov/benefits/retirement/social-security-fairness-act.html"><u>Information about the Social Security Fairness Act (WEP/GPO)</u></a>
</div>
</div>
<ssa-header class="print-dn"><noscript><header class="bg-logo white" id="banner" role="banner" style="background-color: #0b4778;"><div class="fx fx-jc-sb px2 py0 wrapper"><div class="fs2 fw4 ma0 l-fs3"><a class="fx fx-ai-c hover-yellow py3 white m-py2" href="/"><img alt="" class="svg3 m-svg5" src="/framework/images/logo.svg" height="64" width="64"> <span class="pl1 m-pl2">Social Security</span></a></div><nav class="fs1 fx print-dn"><a class="fx fx-ai-c hover-yellow px2 white" href="https://search.ssa.gov/search?affiliate=ssa" id="ssa-search" title="Search" target="_blank"><svg class="svg1" focusable="false" viewbox="0 0 24 24"><path d="M14.182.0q-1.994.0-3.814.78t-3.132 2.092-2.092 3.132-.78 3.814q0 1.713.558 3.281t1.59 2.847l-6.196 6.187q-.315.315-.315.776.0.469.311.78t.78.311q.46.0.776-.315l6.187-6.196q1.278 1.031 2.847 1.59t3.281.558q1.994.0 3.814-.78t3.132-2.092 2.092-3.132.78-3.814-.78-3.814-2.092-3.132-3.132-2.092-3.814-.78zm0 2.182q1.551.0 2.966.605t2.438 1.628 1.628 2.438.605 2.966-.605 2.966-1.628 2.438-2.438 1.628-2.966.605-2.966-.605-2.438-1.628-1.628-2.438-.605-2.966.605-2.966 1.628-2.438 2.438-1.628 2.966-.605z" vector-effect="non-scaling-stroke"></path></svg> <span class="dn m-dib m-pl1">Search</span> </a><a class="fx fx-ai-c hover-yellow px2 white" href="/menu" id="ssa-menu" title="Menu"><svg class="svg1" focusable="false" viewbox="0 0 24 24"><path d="M3 5h18q.414.0.707.293T22 6t-.293.707T21 7H3q-.414.0-.707-.293T2 6t.293-.707T3 5zm0 12h18q.414.0.707.293T22 18t-.293.707T21 19H3q-.414.0-.707-.293T2 18t.293-.707T3 17zm0-6h18q.414.0.707.293T22 12t-.293.707T21 13H3q-.414.0-.707-.293T2 12t.293-.707T3 11z" vector-effect="non-scaling-stroke"></path></svg> <span class="dn m-dib m-pl1">Menu</span> </a><a class="fx fx-ai-c hover-yellow px2 white" hreflang="es" href="/es" id="ssa-languages" title="Español"><svg class="svg1" focusable="false" viewbox="0 0 14 16"><path fill-rule="evenodd" d="M7 1C3.14 1 0 4.14.0 8s3.14 7 7 7c.48.0.94-.05 1.38-.14-.17-.08-.2-.73-.02-1.09.19-.41.81-1.45.2-1.8-.61-.35-.44-.5-.81-.91-.37-.41-.22-.47-.25-.58-.08-.34.36-.89.39-.94.02-.06.02-.27.0-.33.0-.08-.27-.22-.34-.23-.06.0-.11.11-.2.13-.09.02-.5-.25-.59-.33-.09-.08-.14-.23-.27-.34-.13-.13-.14-.03-.33-.11s-.8-.31-1.28-.48c-.48-.19-.52-.47-.52-.66-.02-.2-.3-.47-.42-.67-.14-.2-.16-.47-.2-.41-.04.06.25.78.2.81-.05.02-.16-.2-.3-.38-.14-.19.14-.09-.3-.95s.14-1.3.17-1.75c.03-.45.38.17.19-.13-.19-.3.0-.89-.14-1.11-.13-.22-.88.25-.88.25.02-.22.69-.58 1.16-.92.47-.34.78-.06 1.16.05.39.13.41.09.28-.05-.13-.13.06-.17.36-.13.28.05.38.41.83.36.47-.03.05.09.11.22s-.06.11-.38.3c-.3.2.02.22.55.61s.38-.25.31-.55c-.07-.3.39-.06.39-.06.33.22.27.02.5.08.23.06.91.64.91.64-.83.44-.31.48-.17.59.14.11-.28.3-.28.3-.17-.17-.19.02-.3.08-.11.06-.02.22-.02.22-.56.09-.44.69-.42.83.0.14-.38.36-.47.58-.09.2.25.64.06.66-.19.03-.34-.66-1.31-.41-.3.08-.94.41-.59 1.08.36.69.92-.19 1.11-.09.19.1-.06.53-.02.55.04.02.53.02.56.61.03.59.77.53.92.55.17.0.7-.44.77-.45.06-.03.38-.28 1.03.09.66.36.98.31 1.2.47.22.16.08.47.28.58.2.11 1.06-.03 1.28.31.22.34-.88 2.09-1.22 2.28-.34.19-.48.64-.84.92s-.81.64-1.27.91c-.41.23-.47.66-.66.8 3.14-.7 5.48-3.5 5.48-6.84.0-3.86-3.14-7-7-7L7 1zm1.64 6.56c-.09.03-.28.22-.78-.08-.48-.3-.81-.23-.86-.28.0.0-.05-.11.17-.14.44-.05.98.41 1.11.41.13.0.19-.13.41-.05.22.08.05.13-.05.14zM6.34 1.7c-.05-.03.03-.08.09-.14.03-.03.02-.11.05-.14.11-.11.61-.25.52.03-.11.27-.58.3-.66.25zm1.23.89c-.19-.02-.58-.05-.52-.14.3-.28-.09-.38-.34-.38-.25-.02-.34-.16-.22-.19.12-.03.61.02.7.08.08.06.52.25.55.38.02.13.0.25-.17.25zm1.47-.05c-.14.09-.83-.41-.95-.52-.56-.48-.89-.31-1-.41-.11-.1-.08-.19.11-.34.19-.15.69.06 1 .09.3.03.66.27.66.55.02.25.33.5.19.63h-.01z" vector-effect="non-scaling-stroke"></path></svg> <span class="dn m-dib m-pl1">Español</span> </a><a class="fx fx-ai-c hover-yellow px2 white" href="https://secure.ssa.gov/RIL/SiView.action" id="ssa-signin" title="Sign in" target="_blank"><svg class="svg1" focusable="false" viewbox="0 0 24 24"><path d="M12 17.016q-.797.0-1.406-.61t-.61-1.405.61-1.405 1.406-.61 1.406.61.61 1.406-.61 1.407-1.406.61zm6 3V9.986H6v10.03h12zm-6-17.11q-1.266.0-2.18.914T8.906 6H9v2.016h6.094V6q0-1.266-.914-2.18T12 2.906zm6 5.11q.797.0 1.406.586t.61 1.383v10.03q0 .798-.61 1.384T18 21.984H6q-.797.0-1.406-.586t-.61-1.384V9.986q0-.798.61-1.384T6 8.016h.984V6q0-2.063 1.477-3.54T12 .985t3.54 1.477T17.015 6v2.016H18z" vector-effect="non-scaling-stroke"></path></svg> <span class="dn m-dib m-pl1">Sign in</span></a></nav></div></header></noscript></ssa-header><script src="https://www.ssa.gov/legacy/components/dist/ssa-header.js"></script>
<!-- MAIN CONTENT -->
<main class="content" id="content" role="main">
<!-- TITLE BAR -->
<section class="bg-ivory-200">
<!-- WRAPPER -->
<div class="py2 wrapper">
<h2 class="fw4 ma0">Actuarial Notes</h2>
</div>
</section>
<!-- WRAPPER -->
<section class="wrapper py0">
<!-- GRID -->
<div class="grid">
<!-- #BeginEditable "import" -->
<!-- CELL -->
<div class="cell cell-dn print-dn w-100 m-cell-first m-w-20 bg-black-10 fs2">
<!-- MENU (SIDEBAR) -->
<nav class="pt1" role="navigation">
<ul class="list-nb pa0">
<li><a href="../index.html">Office of the Chief Actuary</a></li>
<li>&nbsp; </li>
<li><a href="../pubs.html">Actuarial publications</a></li>
</ul>
</nav>
</div>
<!-- CELL -->
<div class="cell print-w-100 w-100 m-w-80 fs2">
<div class="m-pa2 bb">
In fulfilling its mission of
monitoring the current and future financial status of the
Social Security program, SSA's <i>Office of the Chief Actuary</i> conducts extensive
research. We evaluate short-term and long-term demographic and economic
trends and analyze experience in mortality and morbidity rates.
The results of much of this work are made available to the
public through the publication of reports and special studies on
many aspects of the Social Security system. The more extensive
of these reports are published in a series of
<a href="actstud.html">Actuarial Studies</a>,
while the briefer reports have appeared in a series of
Actuarial Notes (below). We have grouped these Notes into two
general categories: Annual Recurring Notes and Special Topic Notes,
with the latter subdivided by decade of publication.
</div>
</div>
<div class="cell print-w-100 w-100 m-w-50 fs2 m-br">
<div class="pt3 bt fw6 fs2 ta-c">
Annual Recurring Actuarial Notes
<p>
<form name="recur">
<label for="rn">Make a selection & click the "Go" button</label>
<select style="width: 300px;" name="notes" id="rn">
<option value="actnoted.html" title="Select Recurring Note" selected>Select Recurring Note</option>
<option value="ran1/index.html" title="#1 Unfunded Obligation and Transition Costs for the OASDI Program">#1 Unfunded Obligation and Transition Costs for the OASDI Program</option>
<option value="ran2/index.html" title="#2 Unisex Life Expectancies at Birth and Age 65 ">#2 Unisex Life Expectancies at Birth and Age 65 </option>
<option value="ran3/index.html" title="#3 Scaled Factors for Hypothetical Earnings Examples ">#3 Scaled Factors for Hypothetical Earnings Examples </option>
<option value="ran4/index.html" title="#4 Illustrative Benefits for Retired Workers, Disabled Workers, and Survivors ">#4 Illustrative Benefits for Retired Workers, Disabled Workers, and Survivors </option>
<option value="ran5/index.html" title="#5 Internal Real Rates of Return Under the OASDI Program for Hypothetical Workers ">#5 Internal Real Rates of Return Under the OASDI Program for Hypothetical Workers</option>
<option value="ran6/index.html" title="#6 Death and Disability Life Table for Insured Workers ">#6 Disability and Death Probability Tables for Insured Workers</option>
<option value="ran7/index.html" title="#7 Moneys Worth Ratios for Hypothetical Workers">#7 Moneys Worth Ratios for Hypothetical Workers</option>
<option value="ran8/index.html" title="#8 Disaggregation of the Long-Range Actuarial Balance for the OASDI Program Since 1983">#8 Disaggregation of the Long-Range Actuarial Balance for the OASDI Program Since 1983 </option>
<option value="ran9/index.html" title="#9 Replacement Rates for Hypothetical Retired Workers">#9 Replacement Rates for Hypothetical Retired Workers</option>
<option value="ran10/index.html" title="#10 Employment Projections in the Social Security Trustees Report">#10 Employment Projections in the Social Security Trustees Report</option>
</select>
<input type="button" name="button" onClick="window.location=document.recur.notes.options[document.recur.notes.selectedIndex].value" value="Go">
</form>
</p>
</div>
</div>
<div class="cell print-w-100 w-100 m-w-50 fs2">
<div class="pt3 bt fw6 fs2 ta-c">
<p>Special Topic Actuarial Notes</p>
<p>
<form name="nrecur">
<label for="nn">Select a Decade & click the "Go" button</label>
<select style="width: 300px;" name="notes" id="nn">
<option value="actnoted.html" title="Select a Decade" selected>Select a Decade</option>
<option value="n2020s.html" title="2020-2029">2020-2029 notes #160 - #164</option>
<option value="n2010s.html" title="2010-2019">2010-2019 notes #149 - #159</option>
<option value="n2000s.html" title="2000-2009">2000-2009 notes #143 - #148</option>
<option value="n1990s.html" title="2000-2009">1990-1999 notes #132 - #142 </option>
<option value="n1980s.html" title="2000-2009">1980-1989 notes #99 - #131</option>
<option value="n1970s.html" title="2000-2009">1970-1979 notes #64 - #98</option>
<option value="n1960s.html" title="2000-2009">1960-1969 notes #1 - #63</option>
</select>
<input type="button" name="button" onClick="window.location=document.nrecur.notes.options[document.nrecur.notes.selectedIndex].value" value="Go">
</form>
</p>
</div>
</div>
</div>
<!-- #EndEditable -->
<!-- PAGE FOOTER -->
</section>
</main>
<!-- FOOTER -->
<ssa-footer class="print-dn"><noscript><footer class="fs1 print-dn" id="footer" role="contentinfo"><div class="wrapper"><a class="db" href="/menu#footer">Footer menu</a></div></footer></noscript></ssa-footer><script src="https://www.ssa.gov/legacy/components/dist/ssa-footer.js"></script>
<!-- SCRIPTS -->
<script src="/framework/js/ssa.firefly.body.js"></script>
</body>
</html>