Designing Optimal Disability Insurance: A Case for Asset Testing

Working Paper: NBER ID: w10792

Authors: Mikhail Golosov; Aleh Tsyvinski

Abstract: The paper analyzes an implementation of an optimal disability insurance system as a competitive equilibrium with taxes. The problem is modeled as a dynamic mechanism design problem in which disability is unobservable. We show that an asset-tested disability system in which a disability transfer is paid only if an agent has assets below a specified maximum implements the optimum. The logic behind the result is as follows: we show that an agent who falsely claims disability has higher savings than a truly disabled agent, and an asset test prevents false claimants from receiving disability. We also evaluate welfare benefits of asset testing. For a calibrated economy, we numerically compare the optimal system to the best system without asset testing. We find that gains of asset testing are significant and equal to about 0.65% of consumption.

Keywords: Disability Insurance; Asset Testing; Social Insurance; Welfare Benefits

JEL Codes: E6; H2; H3


Causal Claims Network Graph

Edges that are evidenced by causal inference methods are in orange, and the rest are in light blue.


Causal Claims

CauseEffect
asset testing (H82)reduction of false claims (K41)
asset testing (H82)higher efficiency in disability insurance system (J65)
false claims (Y30)higher savings (D14)
non-disabled individuals receiving benefits (H53)higher asset levels (G32)

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