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Voluntary Plan Tax Reporting

EDD approved VP Employers do not need to send in State Disability Insurance (SDI) contributions for employees covered under a Voluntary Plan (VP). But, you must send SDI contributions for employees who choose SDI coverage.

To comply with the e-file and e-pay mandate, you are required to electronically submit your employment tax returns, wage reports, and payroll tax deposits to the EDD.

File Online

e-Services for Business is a fast, easy, and secure way to manage employer payroll tax accounts online.

If you are unable to file online, you may qualify for a waiver. For more information on waiver requests, visit E-file and E-pay Mandate.

Forms

The following commonly used VP tax forms can be submitted online through e-Services for Business:

  1. Quarterly Contribution Return (DE 3D)
    1. Report quarterly wages, withholdings, and for the computation of the VP assessment.
    2. VP employers are required to complete this form.
  2. Quarterly Contribution Return and Report of Wages (Continuation) (DE 9C)
    1. Report wages for employees.
  3. Voluntary Plan for Disability Insurance Quarterly Adjustment Form (DE938) and Instructions (DE938I)
    Adjust wages, contributions, or Personal Income Tax (PIT) withholdings. 
    1. File a claim for refund.

To order tax forms, call the EDD Taxpayer Assistance Center at 1-888-745-3886.

Register for Benefit Programs Online

Creating an account is an important step in this process. With Benefit Programs Online, you can apply for Disability Insurance and manage your claim in SDI Online.

Additional Resources

Can’t find what you are looking for? View these resources for more information.