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 – Due Annually on November 1

  • Plan Text Provisions (DE 2008)

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

Last Revised: 06/01/2021

Register for Benefit Programs Online

Creating an account is an important step in this process. With Benefit Programs Online, you can submit the required Disability Insurance employee forms in SDI Online.

Additional Resources

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