Benefit increase assumptions (Assumptions form)

Choose one of the five sets of assumptions to specify what values to use for unknown future benefit increases.

• Alternative I: Alternative I set of assumptions from the most recent Trustees Report.
• Alternative II: Alternative II set of assumptions from the most recent Trustees Report.
• Alternative III: Alternative III set of assumptions from the most recent Trustees Report.
• No future increases: No benefit increases after the last known increase.
• Other: User-specified benefit increase for each projected year.

The stored assumptions for the first three selections are initially set to those from the latest Report of the Board of Trustees of the OASI and DI Trust Funds (Trustees Report). These assumptions vary for each year in the future for each alternative assumption, until the benefit increases reach their ultimate level in about the tenth year of projection.

Choose the fourth selection if you do not want any future benefit increases. This is the recommended assumption for projecting future benefits. You can compare a benefit estimate with no future inflation to your current income and expenses for retirement planning.