Voluntary Plans - Forms and Publications

Please use the links on this page to access informational forms, materials, and information pertinent to Voluntary Plans.

Forms

• Report of Voluntary Plan Claim
  • DE 2523 Rev. 19 (1-13)
• Report of Voluntary Plan Family Leave (VPFL) Claim
  • DE 2523F Rev. 3 (1-13)
• Annual Report of Self-Insured Voluntary Plan Transactions
  • DE 2568V Rev. 22 (1-13)
• Guarantee Bond
  • DE 2544V Rev. 14 (10-08)
• Small-Business Third Party Administrator (SBTPA) Voluntary Plan Application
  • DE 2778 (3-11)
• Application to Participate in a SBTPA Administered Voluntary Plan
  • DE 2520AU (3-11)
• Guarantee Bond for a Small-Business Third Party Administrator (SBTPA)
  • DE 2544VP (10-11)

Publications

• Employer’s Guide to Voluntary Plan Procedures
  • DE 2040 Rev. 3 (8-07)

General Release Letters

• December 22, 2011
  • General Release Letter for 2012
• September 14, 2012
  • General Release Letter for State Disability Insurance (SDI) Online
• December 20, 2012
  • General Release Letter for 2013