• OASDI Beneficiaries by State and County, 2023 — an annual publication providing statistics on the Social Security population at the local level. It contains tables on benefit type (retirement, survivors, and disability) and beneficiary category (retired and disabled workers, wives and husbands, widow(er)s, and children).

• SSI Recipients by State and County, 2023 — an annual statistical report on the Supplemental Security Income program that provides tables on program recipients, federal payments, and federally administered state supplementation.

• Annual Statistical Report on the Social Security Disability Insurance Program, 2023 — an annual report providing program and demographic information and statistics about the people who receive Social Security disability benefits—disabled workers, disabled widow(er)s, and disabled adult children.

• SSI Annual Statistical Report, 2023 — an annual report describing the SSI program and who receives benefits. It also provides statistics on recipient characteristics, disability and work incentives, applications, awards, and denials.

• Long-range financial estimates for various options to change the Social Security program (including changes to retirement age, payroll taxes, taxation of benefits, etc.), as proposed by members of Congress and other policy makers, have been updated using the intermediate assumptions of the 2024 OASDI Trustees Report.

• Presentation slides from Karen Rose and Kyle Burkhalter of the Office of the Chief Actuary from an October 1, 2024 presentation titled “Internal Rates of Return and Money’s Worth Ratios: Differential Mortality and Disability Incidence.”

• Answers to Questions for the Record have been appended to the June 13 Testimony to the House Budget Committee.

• Presentation slides from Chief Actuary Steve Goss from an October 16, 2024 presentation titled “Social Security Actuarial Status: The 2024 Annual Report of the Board of Trustees of the OASI and DI Trust Funds — Where We Are, How We Got Here, and Potential Changes.”

• Recurring Actuarial Note #7: Money’s Worth Ratios Under the OASDI Program for Hypothetical Workers — the 2024 edition of this note introduces adjustments for observed differences in mortality and disability incidence by career earnings levels of workers.

• Presentation slides from Chief Actuary Steve Goss and Deputy Chief Actuary Karen Glenn titled “Updates on the Financial Status of Social Security and Proposals.”

• Presentation slides from Actuary K. Mark Bye titled “Insights into Emerging U.S. Population Mortality Issues.”