This is an archival or historical document and may not reflect current policies or procedures.
Trust Fund Reports
Each year the Trustees of the Social Security
and Medicare Trust Funds issue an Annual Report on the financial
status of the Trust Funds, including projections of future revenue
and expenditures. (See detailed
explanation of Trust Funds from SSA's Office of the Actuary.)
These Annual Reports are key documents in the management of the
Social Security and Medicare programs.
Starting with the 1995 Annual Report, the Reports have been available
in electronic form via the SSA Web site. However, the legacy paper
reports issued prior to 1995 have previously been available only
in a few libraries and archives around the country, including
the History Archives at SSA Headquarters in Baltimore, MD. We
have now converted the remaining reports into electronic form
and the complete collection of Trustees Reports, from 1941-1999,
is now available for historical research and review.
and Social Security officials examining some of the
Treasury bonds purchased by the Social Security Trust
Funds in 1968. Treasury Dept. photo.
Since 1983 the Trustees have published, in addition to the regular full report, a summary document which contains a brief and easier-to-understand summary of the highlights of the full report. During the 1980s and in 1990, the summary was included as part of the larger report. Since 1991 the summaries have been published as separate documents.
Each year, the Office
of the Actuary publishes the current summary document on its website along with the longer, full report. We
are making available here those legacy documents prior
to the current report. (All documents are in PDF format).