Voluntary Plan Forms and Publications

Find important forms, materials, and publications for the Voluntary Plan (VP).

Note: The following documents are PDFs. To complete forms, you may need to download and save them on the computer, then open them with the no-cost Adobe Reader.


Voluntary Plan Applications

Annual Plan Text Reports

Annual Financial Reports – Due Annually on February 15

Security Deposit and Updates – Due Annually on April 15

Contact Forms – Due Annually on June 15

Claim Reporting Forms

Claim Information

Tax Reporting

You can submit these forms online with e-Services for Business.


General Release Letters

Find DI and PFL Information for You

Register for myEDD

Creating an account is an important step in this process. With myEDD, 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 DI and PFL resources for more information.