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<td width="68%"><div class="Title">2001 OASDI Trustees Report</div></td>
<td width="8%"><img src="navtocx.gif" border="0" alt="Contents"></td>
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<h3 class="Heading2"><br>Contents</h3>
<h2 class="TOC1">
<a name="661476"> </a><a href="I_intro.html#76443"> I. INTRODUCTION</a></h2>
<h2 class="TOC1">
<a name="661478"> </a><a href="II_highlights.html#76455"> II. OVERVIEW</a></h2>
<dl>
<dd class="TOC2"> <a name="661480"> </a><a href="II_highlights.html#76460"> A. HIGHLIGHTS</a>
<dd class="TOC2"> <a name="661482"> </a><a href="II_cyoper.html#87137"> B. TRUST FUND FINANCIAL OPERATIONS IN 2000</a>
<dd class="TOC2"> <a name="661484"> </a><a href="II_assump.html#76580"> C. ASSUMPTIONS ABOUT THE FUTURE</a>
<dd class="TOC2"> <a name="661486"> </a><a href="II_project.html#82804"> D. PROJECTIONS OF FUTURE FINANCIAL STATUS</a>
<dd class="TOC2"> <a name="661488"> </a><a href="II_conclu.html#79298"> E. CONCLUSION</a>
</dl>
<h2 class="TOC1">
<a name="661490"> </a><a href="III_fyoper.html#89773"> III. FINANCIAL OPERATIONS OF THE TRUST FUNDS AND<br>LEGISLATIVE CHANGES IN THE LAST YEAR</a></h2>
<dl>
<dd class="TOC2"> <a name="661492"> </a><a href="III_fyoper.html#84778"> A. OPERATIONS OF THE OLDAGE AND SURVIVORS INSURANCE (OASI)<br>AND DISABILITY INSURANCE (DI) TRUST FUNDS, IN FISCAL YEAR 2000</a>
<dl>
<dd class="TOC3"> <a name="661494"> </a><a href="III_fyoper.html#84548"> 1. OASI Trust Fund</a>
<dd class="TOC3"> <a name="661496"> </a><a href="III_fyoper.html#80860"> 2. DI Trust Fund</a>
<dd class="TOC3"> <a name="661498"> </a><a href="III_fyoper.html#82228"> 3. OASI and DI Trust Funds, Combined</a>
</dl>
<dd class="TOC2"> <a name="661500"> </a><a href="III_amdmts.html#90244"> B. Social Security Amendments Since the 2000 Report</a>
</dl>
<h2 class="TOC1">
<a name="661502"> </a><a href="IV_SRest.html#77658"> IV. ACTUARIAL ESTIMATES</a></h2>
<dl>
<dd class="TOC2"> <a name="661504"> </a><a href="IV_SRest.html#90333"> A. SHORT-RANGE ESTIMATES</a>
<dl>
<dd class="TOC3"> <a name="661506"> </a><a href="IV_SRest.html#90386"> 1. Operations of the OASI Trust Fund</a>
<dd class="TOC3"> <a name="661508"> </a><a href="IV_SRest.html#178551"> 2. Operations of the DI Trust Fund</a>
<dd class="TOC3"> <a name="661510"> </a><a href="IV_SRest.html#126084"> 3. Operations of the Combined OASI and DI Trust Funds</a>
<dd class="TOC3"> <a name="661512"> </a><a href="IV_SRest.html#169569"> 4. Factors Underlying Changes in 10 Year Trust Fund Ratio Estimates From the 2000 Report</a>
</dl>
<dd class="TOC2"> <a name="661514"> </a><a href="IV_LRest.html#95404"> B. LONG-RANGE ESTIMATES</a>
<dl>
<dd class="TOC3"> <a name="661516"> </a><a href="IV_LRest.html#154978"> 1. Annual Income Rates, Cost Rates, and Balances</a>
<dd class="TOC3"> <a name="661518"> </a><a href="IV_LRest.html#178437"> 2. Comparison of Workers to Beneficiaries</a>
<dd class="TOC3"> <a name="661520"> </a><a href="IV_LRest.html#179686"> 3. Trust Fund Ratios</a>
<dd class="TOC3"> <a name="661522"> </a><a href="IV_LRest.html#165611"> 4. Summarized Income Rates, Cost Rates, and Balances</a>
<dd class="TOC3"> <a name="661524"> </a><a href="IV_LRest.html#147973"> 5. Test of Long-Range Close Actuarial Balance</a>
<dd class="TOC3"> <a name="661526"> </a><a href="IV_LRest.html#148835"> 6. Income and Cost Rates by Component</a>
<dd class="TOC3"> <a name="661528"> </a><a href="IV_LRest.html#154458"> 7. Reasons for Change in Actuarial Balance From Last Report</a>
</dl>
</dl>
<h2 class="TOC1">
<a name="661530"> </a><a href="V_demographic.html#79479"> V. ASSUMPTIONS AND METHODS UNDERLYING ACTUARIAL ESTIMATES</a></h2>
<dl>
<dd class="TOC2"> <a name="661532"> </a><a href="V_demographic.html#79489"> A. DEMOGRAPHIC ASSUMPTIONS AND METHODS</a>
<dl>
<dd class="TOC3"> <a name="661534"> </a><a href="V_demographic.html#79491"> 1. Fertility Assumptions</a>
<dd class="TOC3"> <a name="661536"> </a><a href="V_demographic.html#79498"> 2. Mortality Assumptions</a>
<dd class="TOC3"> <a name="661538"> </a><a href="V_demographic.html#79519"> 3. Immigration Assumptions</a>
<dd class="TOC3"> <a name="661540"> </a><a href="V_demographic.html#81231"> 4. Total Population Estimates</a>
<dd class="TOC3"> <a name="661542"> </a><a href="V_demographic.html#90100"> 5. Life Expectancy Estimates</a>
</dl>
<dd class="TOC2"> <a name="661544"> </a><a href="V_economic.html#82486"> B. ECONOMIC ASSUMPTIONS AND METHODS</a>
<dl>
<dd class="TOC3"> <a name="661546"> </a><a href="V_economic.html#131307"> 1. Productivity Assumptions</a>
<dd class="TOC3"> <a name="661548"> </a><a href="V_economic.html#131314"> 2. Inflation Assumptions</a>
<dd class="TOC3"> <a name="661550"> </a><a href="V_economic.html#131323"> 3. Average Earnings Assumptions</a>
<dd class="TOC3"> <a name="661552"> </a><a href="V_economic.html#133682"> 4. Assumed Real-Wage Differentials</a>
<dd class="TOC3"> <a name="661554"> </a><a href="V_economic.html#160921"> 5. Labor Force and Unemployment Estimates</a>
<dd class="TOC3"> <a name="661556"> </a><a href="V_economic.html#131796"> 6. GDP Estimates</a>
<dd class="TOC3"> <a name="661558"> </a><a href="V_economic.html#131788"> 7. Interest Rate Estimates</a>
</dl>
<dd class="TOC2"> <a name="661560"> </a><a href="V_programatic.html#103379"> C. PROGRAM SPECIFIC ASSUMPTIONS AND METHODS</a>
<dl>
<dd class="TOC3"> <a name="661562"> </a><a href="V_programatic.html#96145"> 1. Automatically Adjusted Program Amounts</a>
<dd class="TOC3"> <a name="661564"> </a><a href="V_programatic.html#121228"> 2. Covered Employment</a>
<dd class="TOC3"> <a name="661566"> </a><a href="V_programatic.html#121260"> 3. Taxable Payroll and Payroll Tax Revenue</a>
<dd class="TOC3"> <a name="661568"> </a><a href="V_programatic.html#87218"> 4. Insured Population</a>
<dd class="TOC3"> <a name="661570"> </a><a href="V_programatic.html#87223"> 5. Old-Age and Survivors Insurance Beneficiaries</a>
<dd class="TOC3"> <a name="661572"> </a><a href="V_programatic.html#89099"> 6. Disability Insurance Beneficiaries</a>
<dd class="TOC3"> <a name="661574"> </a><a href="V_programatic.html#90083"> 7. Average Benefits</a>
<dd class="TOC3"> <a name="661576"> </a><a href="V_programatic.html#90086"> 8. Benefit Payments</a>
<dd class="TOC3"> <a name="661578"> </a><a href="V_programatic.html#90089"> 9. Administrative Expenses</a>
<dd class="TOC3"> <a name="661580"> </a><a href="V_programatic.html#90091"> 10. Railroad Retirement Financial Interchange</a>
<dd class="TOC3"> <a name="661582"> </a><a href="V_programatic.html#90094"> 11. Benefits to Uninsured Persons</a>
<dd class="TOC3"> <a name="661584"> </a><a href="V_programatic.html#90096"> 12. Military-Service Transfers</a>
<dd class="TOC3"> <a name="661586"> </a><a href="V_programatic.html#129121"> 13. Income From Taxation of Benefits</a>
</dl>
</dl>
<h2 class="TOC1">
<a name="661588"> </a><a href="VI_cyoper_history.html#77658"> VI. APPENDICES</a></h2>
<dl>
<dd class="TOC2"> <a name="661590"> </a><a href="VI_cyoper_history.html#90303"> A. HISTORY OF OASI AND DI TRUST FUND OPERATIONS</a>
<dd class="TOC2"> <a name="661592"> </a><a href="VI_LRact_bal.html#92465"> B. HISTORY OF ACTUARIAL BALANCE ESTIMATES</a>
<dd class="TOC2"> <a name="661594"> </a><a href="VI_SRfyproj.html#157458"> C. FISCAL YEAR PROJECTIONS THROUGH 2010</a>
<dd class="TOC2"> <a name="661596"> </a><a href="VI_LRsensitivity.html#92462"> D. LONG-RANGE SENSITIVITY ANALYSIS</a>
<dl>
<dd class="TOC3"> <a name="661598"> </a><a href="VI_LRsensitivity.html#92483"> 1. Total Fertility Rate</a>
<dd class="TOC3"> <a name="661600"> </a><a href="VI_LRsensitivity.html#92688"> 2. Death Rates</a>
<dd class="TOC3"> <a name="661602"> </a><a href="VI_LRsensitivity.html#92900"> 3. Net Immigration</a>
<dd class="TOC3"> <a name="661604"> </a><a href="VI_LRsensitivity.html#93098"> 4. Real-Wage Differential</a>
<dd class="TOC3"> <a name="661606"> </a><a href="VI_LRsensitivity.html#93311"> 5. Consumer Price Index</a>
<dd class="TOC3"> <a name="661608"> </a><a href="VI_LRsensitivity.html#93516"> 6. Real Interest Rate</a>
<dd class="TOC3"> <a name="661610"> </a><a href="VI_LRsensitivity.html#93713"> 7. Disability Incidence Rates</a>
<dd class="TOC3"> <a name="661612"> </a><a href="VI_LRsensitivity.html#93910"> 8. Disability Termination Rates</a>
</dl>
<dd class="TOC2"> <a name="661614"> </a><a href="VI_OASDHI_payroll.html#92737"> E. ESTIMATES FOR OASDI AND HI, SEPARATE AND COMBINED</a>
<dl>
<dd class="TOC3"> <a name="661616"> </a><a href="VI_OASDHI_payroll.html#101353"> 1. Estimates as a Percentage of Taxable Payroll</a>
<dd class="TOC3"> <a name="661618"> </a><a href="VI_OASDHI_GDP.html#92469"> 2. Estimates as a Percentage of Gross Domestic Product</a>
<dd class="TOC3"> <a name="661620"> </a><a href="VI_OASDHI_dollars.html#92473"> 3. Estimates in Dollars</a>
</dl>
<dd class="TOC2"> <a name="661622"> </a><a href="VI_OASIforDI.html#94768"> F. ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES</a>
<dd class="TOC2"> <a name="661624"> </a><a href="VI_glossary.html#1037265"> G. GLOSSARY</a>
</dl>
<h2 class="TOC1">
<a name="655477"> </a><a href="trActOpn.html#162632"> STATEMENT OF ACTUARIAL OPINION</a></h2>
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