Disability Insurance – Voluntary Plans Forms and Publications

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

The documents on this website 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. If you have problems opening and viewing documents, please visit Technical Help for more information.


  • Quarterly Contribution Return
  • Quarterly Contribution Return and Report of Wages (Continuation)
  • Quarterly Adjustment Form for Voluntary Plan Disability Insurance Employers
  • Application for Approval of Voluntary Plan for Successor
  • Application to Participate in a SBTPA Administered Voluntary Plan
  • Application for Approval of Self-Insured Voluntary Plan of Disability Benefits
  • Voluntary Plan Third Party Administrator Authorization Form
  • Voluntary Plan Third Party Administrator Administrative Changes Form
  • Voluntary Plan Employer Administrative Changes
  • Notice of Election to Make Voluntary Plan Applicable to All Employees
  • EDD Application for VP Conversion
  • Report of Voluntary Plan Claim
  • Report of Voluntary Plan Family Leave (VPFL) Claim
  • Voluntary Plan (VP) Security Review Worksheet (SRW)
  • Guarantee Bond
  • Guarantee Bond for a Small-Business Third Party Administrator (SBTPA)
  • Agreement Regarding Deposit of Cash
  • Annual Report of Self-Insured Voluntary Plan Transactions
  • Small-Business Third Party Administrator (SBTPA) Voluntary Plan Application
  • Disability Insurance (DI) and Paid Family Leave (PFL) Weekly Benefit Amounts
  • Notice of Right to Continue Disability Benefits Pending Appeal
  • Notice of Right to Continue Paid Family Leave (PFL) Benefits Pending Appeal


  • Employer’s Guide to Voluntary Plan Procedures
  • State Disability Insurance Bookmark

General Release Letters