Social Security Tables and Figures in CRS Reports

The following tables and figures related to Social Security can be found in the CRS reports included in this Green Book chapter.

RL30920: Major Decisions in the House and Senate on Social Security: 1935-2011

Table 1. Social Security Laws, 1935-2011

R42035: Social Security Primer

Table 1. Increase in the Full Retirement Age Scheduled Under Current Law

Table 2. Computation of a Worker’s Primary Insurance Amount (PIA) in 2012 Based on an Illustrative AIME of $5,000

Table 3. Social Security Benefits for the Worker’s Family Members

Table 4. Social Security Beneficiaries, by Type, January 2012

RL33028: Social Security: The Trust Fund

Figure 1. Ratio of Current (Annual) Revenues to Costs for the Social Security Trust Fund, 1957-2032

Table 1. Annual Revenues, Costs, and Cash Flow Surpluses or Deficits for the Social Security Trust Fund, 1957-1983

Table 2. Annual Revenues, Costs, and Cash Flow Surpluses or Deficits for the Social Security Trust Fund, 1984-2011

Table 3. Projected Annual Revenues, Costs, and Cash Flow Deficits for the Social Security Trust Fund, 2012-2032

Table 4. Accumulated Holdings of the Social Security Trust Fund, 1957-2011

Table 5. Projected Accumulated Holdings of the Social Security Trust Fund, 2012-2032

RL33514: Social Security: What Would Happen If the Trust Funds Ran Out?

Figure 1. Scheduled Benefits Payable at Current Law Payroll Tax Rates, 2012-2086

Figure 2. Replacement Rates Under Benefit Cut Scenario, 2012-2086

Figure 3. Initial Annual Benefits Payable Under Benefit Cut Scenario, 2012-2086

Figure 4. Combined Payroll Tax Rate Needed To Fund Scheduled Benefits, 2012-2086

Table 1. Current Social Security Benefit Payment Schedule

R41962: Fact Sheet: The Social Security Retirement Age

Figure 1. Age Distribution of Retirement Benefit Claims in 2010

Table 1. Age to Receive Full Social Security Benefits

Table 2. Benefit Decrease for Early Retirement

Table 3. Benefit Increase for Delayed Retirement

R41479: Social Security: Revisiting Benefits for Spouses and Survivors

Figure 1. Basis of Entitlement for Women Aged 62 or Older, 1960-2010, Selected Years

Figure 2. Labor Force Participation Rates of Women with Children, 1975 to 2010

Figure 3. Relative Importance of Social Security to Total Retirement Income for Persons Aged 65 or Older in 2008

Figure 4. Poverty Status of Social Security Beneficiaries Aged 65 or Older in 2008 by Gender and Marital Status

Table 1. Percentage Reaching 10th Marriage Anniversary, by Marriage Cohort and Sex, for First Marriages

Table 2. Average Benefit Levels Among Retired Workers With Dual Entitlement, December 2010

Table 3. Women's Earnings as a Percentage of Men's Earnings, 1979 and 2010

Table 4. Benefits for Three Couples with Different Earnings Splits Between Husband and Wife

Table B-1. Computation of a Worker's Primary Insurance Amount (PIA) in 2012 Based on an Illustrative AIME of $5,000

Table C-1. Social Security Spousal and Widow(er)'s Benefits

R41518: Social Security: The Minimum Benefit Provision

Table 1. Special Minimum PIA Initial Monthly Benefit Amounts, by Number of Years of Coverage, Effective in 2012

Table 2. The Special Minimum PIA: Number of Current Beneficiaries, Average Monthly Special Minimum PIA Amounts and Average Monthly Benefit Payments, December 2010

Table A-1. Computation of a Worker's Primary Insurance Amount (PIA) in 2012 Based on an Illustrative AIME of $5,000

Table B-1. Social Security Auxiliary Benefits

Table C-1. Years of Coverage Counted for the Special Minimum PIA

Table C-2. Years of Coverage Counted for the Special Minimum PIA

94-803: Social Security: Cost-of-Living Adjustments

Table 1. Computation of the Social Security COLA, January 2012

Table 2. History of Social Security Benefit Increases

98-35: Social Security: The Windfall Elimination Provision (WEP)

Table 1. Social Security Benefit Formula in 2012

Table 2. Monthly PIA for a Worker With Average Indexed Monthly Earnings of $1,500 and Retiring in 2012

Table 3. WEP Reduction Falls with Years of Substantial Coverage

Table 4. Number of Beneficiaries in Current Payment Status with Benefits Affected by Windfall Elimination Provision (WEP), by State and Type of Benefit, December 2011

RL32453: Social Security: The Government Pension Offset (GPO)

Table 1. Dual Entitlement Formula

Table 2. GPO Formula

Table 3. Dual Entitlement Rule Compared with Government Pension Offset

Table 4. Mary's Spousal Benefit, Before and After GPO Enactment

Table 5. Number of Social Security Beneficiaries Affected by GPO, by State, Type of Benefit, and Offset Status, December 2011

R41242: Social Security Retirement Earnings Test: How Earnings Affect Benefits

Table 1. Number of Worker Beneficiaries with Earnings in 2006

Table 2. Application of the Retirement Earnings Test to a Single Worker Beneficiary with Earnings Above the Annual Exempt Amount, 2012

Table 3. Application of the Retirement Earnings Test to a Family Consisting of a Worker Beneficiary with Earnings Above the Annual Exempt Amount and Auxiliary Beneficiaries (a Spouse and a Child), 2012

Table 4. Application of the Retirement Earnings Test to a Couple Consisting of a Worker Beneficiary and an Auxiliary (Spousal) Beneficiary, Both of Whom Have Earnings Above the Annual Exempt Amount and Are Below FRA Throughout the Calendar Year, 2012

Table 5. Applicability of the Retirement Earnings Test to Worker Beneficiaries and Auxiliary Beneficiaries

Table A-1. Computation of a Worker's Primary Insurance Amount in 2012 Based on an Illustrative AIME of $5,000

Table B-1. Social Security Auxiliary Benefits

Table C-1. Annual Exempt Amounts Under the Social Security Retirement Earnings Test, Calendar Years 2000-2012

RL32552: Social Security: Calculation and History of Taxing Benefits

Figure 1. Taxable Social Security Benefits as Non-Social Security (and Provisional) Income Increases for a Single Retiree with $14,105 in Annual Social Security Benefits, Tax Year 2010

Figure 2. Taxable Income for an Average Single Retiree

Figure 3. Taxable Income for a Single Retiree with $20,000 or $30,000 in Non-Social Security Income as Annual Social Security Benefits Increase, Tax Year 2010

Table 1. Calculation of Taxable Social Security and Tier I Railroad Retirement Benefits

Table 2. Example of Calculation of Social Security Benefits for Average Social Security Recipient and Different Assumptions about Other Income

Table 3. State Income Taxation of Social Security Benefits, Tax Year 2008

Table 4. Number and Percentage of Beneficiaries with Taxable Social Security Benefits by Income Class Under 2005

Table 5. Social Security Benefits and Taxes on Social Security Benefits by Income Class Under 2005 Law

RL32004: Social Security Benefits for Noncitizens

Table 1. Exceptions to the Alien Nonpayment Provision for Workers and Dependents/Survivors

Table 2. Additional Residency Requirement for Alien Dependents/Survivors Outside the United States

Table 3. Exceptions to the Additional Residency Requirement for Alien Dependents/Survivors Outside the United States

Table A-1.  U.S. Social Security Agreements in Force

RL32279: Primer on Disability Benefits: Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI)

Table 1. Reasons for SSDI Worker Benefit Termination, 2011

R41289: Disability Benefits Available Under the Social Security Disability Insurance (SSDI) and Veterans Disability Compensation (VDC) Programs

Figure 1. Social Security Administration's Five-Step Sequential Evaluation Process for Determining Disability

Figure 2. SSDI Appeals Process

Figure 3. Flow Chart of the Various Steps in the VA Appeal Process

Table 1. Comparison of SSDI and VDC Recipients, End of FY2011

Table 2. Comparison of Key SSDI and VDC Program Components

Table 3. General VDC and SSDI Eligibility Determinations for Four Hypothetical Veterans

RL33585: Social Security Disability Insurance (SSDI) Demonstration Projects

Table 1. Legislative History of SSA’s SSDI Demonstration Authority

Table 2. Status of SSDI Demonstration Projects

Table 3. Participants in the Benefit Offset Pilot Demonstration, by State

Table 4. Mental Health Treatment Study (MHTS) Demonstration Sites

Table 5. Youth Transition Demonstration (YTD) Sites

R41934: Ticket to Work and Self-Sufficiency Program: Overview and Current Issues

Figure 1. Sample Ticket

Figure 2. Ticket to Work Payment Systems for Employment Networks, 2012

Table 1. Data on the Ticket to Work Program

Table A-1. Side-by-Side Comparison of Key Ticket to Work July 2008 Regulatory Changes

Table B-1. Comparison of Total Potential EN Payments for All Ticket Holders Under Milestone-Outcome and Outcome-Only Payment Systems

Table B-2. Comparison of Total Potential EN Payments for SSDI and SSI Ticket Holders Under Both EN Payment Systems

Table B-3. Breakdown of Milestone-Outcome EN Payment System

Table B-4. Breakdown of Outcome-Only Payment System

RS22195: Social Security Disability Insurance (SSDI) and Medicare: The 24-Month Waiting Period for SSDI Beneficiaries Under Age 65

Table 1. Persons Under Age 65 Who Receive Medicare (Part A and/or Part B) on Account of Disability, 2006

R41716: Social Security Administration (SSA): Budget Issues

Figure 1. Projected Spending on SSA Programs

Figure 2. SSA Total LAE Budget Authority

Figure 3. New Claims for Social Security and SSI Benefits

Figure 4. SSA Hearings Pending at the End of Each Fiscal Year

Figure 5. SSA Program Integrity Activities

Figure 6. SSA Administrative Budget Requests and Appropriations

R40207: Social Security Administration: Workload and Related Issues

Figure 1. Social Security (OASDI) Claims Received, FY2000-FY2009

Figure 2. SSI Claims Received, FY2000-FY2009

Figure 3. SSA Full-Time Equivalent Staff, FY1998-FY2009

Figure 4. Average SSA Productivity

Figure 5. State Disability Determination Service (DDS) Staff, FY2005-FY2010

Figure 6. SSA Administrative Law Judges (ALJs), FY1996-FY2008

Figure 7. SSA Field Offices, FY2000-FY2009

Figure 8. Initial Disability Claims Pending, FY2007-FY2009

Figure 9. Average Processing Time for Initial Disability Claims, FY2000-FY2009

Figure 10. Hearings Pending, FY2000-FY2009

Figure 11. Average Processing Time for Hearings, FY2000-FY2009

Figure 12. Continuing Disability Reviews Processed, FY2004-FY2008

Figure 13. SSI Non-Disability Redeterminations Processed, FY1999-FY2009

Figure 14. SSI and OASDI Overpayments, FY2004-FY2008

Figure 15. SSI and OASDI Underpayment, FY2004-FY2008