Third-Party Requests

Third-party requests (TPR) are requests for confidential information on an individual (other than yourself) or employing unit in which the requestor may or may not have the statutory authority to receive the EDD’s confidential information.

Examples of a TPR include:

  • Housing authority or apartment complex
  • Background investigations
  • Enterprise Zone Program
  • Law enforcement requests that do not reference a search warrant or subpoena

Requests for data that are not considered TPR are:

  • Personal Data Request – To access your personal EDD records at no cost, contact the appropriate program or visit Ask EDD. If you filed a claim using Benefit Programs Online, log in to view your records.
  • Media Information - View EDD news releases, submit a media inquiry or join our News Release Distribution List.
  • Subpoena and Search Warrant Request – Requests can be made to the EDD Legal Office at 916-654-8410 or 722 Capitol Mall, MIC 53, Sacramento, CA 95814. 
  • Statistical Data - View frequently accessed data and statistics on the various EDD programs.
  • Public Records Request - The California Public Records Act requires inspection or disclosure of governmental records to the public upon request, unless exempted by law.

TPR Process

Third-party requests require a Data Sharing Agreement (DSA) for costs associated with disclosures and to ensure that confidentiality provisions are in place (Title 20 Code of Federal Regulations, Part 603). The DSA will set the terms and conditions for the release and use of the EDD’s confidential information.

If you do not have statutory authority for your request, state and federal statutes also mandate you must present a valid authorization for release of records, signed and dated by the data subject before any information is disclosed. A DSA specific authorization form will be provided to you at the time the DSA is executed.

The following information is required to evaluate your legal authority to contract with Employment Development Department (EDD) to obtain confidential information:

  1. A precise description of the information desired.
  2. A description of the intended use of the EDD confidential information.
  3. The laws, rules, regulations, and/or statutory authority which mandate the purpose or program for which you plan to use the EDD confidential information.
  4. The frequency (e.g., quarterly, monthly, daily, etc.) in which the requests for confidential information will be submitted to EDD.
  5. The projected volume of Social Security Numbers (SSN) to be submitted to the EDD each quarter. Each SSN submitted may generate 1 to 10 products, depending on the types of information requested.
  6. The desired length of the contract. 1, 2 or 3 year contracts are available. In order to minimize the administrative costs of contracting, we encourage three-year contracts.
  7. The name, title, address, email address and phone number for your agency's contact person for contract negotiations.
  8. The name, title, address, email address and phone number for the person authorized in your agency to enter into a contract.
  9. The name, title, address, email address and telephone number of the person and/or department responsible for receiving your agency's invoices for the costs incurred in the administration of the contract.
  10. The name, title, address, email address and telephone number of two persons to ensure your agency has in place required safeguards and security requirements:
    1. Information Security Officer, Privacy Officer, or Disclosure Officer
    2. The person in your agency responsible for the security, dissemination, and confidentiality of the EDD confidential information.
  11. There are several types of confidential information reports available. Select one or more of the following:
    1. Wage and Claim Abstract (DE 507) – Contains five quarters of earnings by social security account number (SSN), as reported by “current” base period employers, which is approximately five months in arrears. Additionally, the DE 507 provides information about the effective dates of the various EDD claims filed by the individual.
    2. Employer Address (DE 4989) – Contains employer name and address of the employer(s) shown in the last quarter on the DE 507.
    3. Client Address – Contains the client [i.e., Unemployment Insurance (UI) or Disability Insurance (DI) claimant] address information.
    4. Current UI Claim and Payment History - up to 2 years
    5. Current DI Claim and Payment History - up to 2 years
    6. Archive UI Claim and Payment History - 2 to 4 years old
    7. Archive DI Claim and Payment History - 2 to 4 years old
    8. Archive UI Claim and Payment History - over 4 years old
    9. Archive DI Claim and Payment History - over 4 years old
    10. Archive Wage - Contains earnings by SSN of wage information older than the “current” data specified in item (a.)
      Costs

For paper-to-paper contracts, the requester will need to reimburse EDD the total amount due, based on the following product rate structure:

If the cumulative number of requested products per quarter is: Then the cost for Current Data and Archive Wages per requested product: Then the cost for Archive UI/DI Data per requested product:
100 or less $1.0375 $2.075
101 - 500 .4375 .875
501 or more .25 .50

Each Social Security number submitted may generate 1 to 31 products, depending on the types of information requested. The requester will be charged for the total number of products requested.

These costs are computed in accordance with Sections 8752 and 8752.1 of the State Administrative Manual. Nothing herein contained shall preclude advance payments, pursuant to Article 1, Chapter 3, Part 1, Division 3, Title 2 of the Government Code of the State of California.

Once you complete the required information, submit your request by contacting:
EDD Information Security Office (ISO)
PO Box 826880, MIC 33
Sacramento, CA 94280-0001
ISOPrivacyDisclosureUnit@edd.ca.gov

After receiving your request, the EDD ISO will review and contact you in writing. You can contact the ISO directly to check on the status of your request.

Common Reasons for Denial of TPR/DSA

A TPR/DSA may be denied by the EDD. Common reasons for denial include, but are not limited to:

  • No statutory authority to receive data (Unemployment Insurance Code)
  • Incomplete request for data (see DSA Criteria)
  • Not including appropriate Authorization for Release of Records
  • Authorization for Release of Records is not complete or does not include appropriate signatures
  • DSA has expired or has not been executed