Deferred Compensation Forms

Employee Forms and Plan Documents

Download forms for deferred compensation and sick and vacation deferral below.

Sick and Vacation Deferral Forms

• DEFER Sick and Vacation Deferral Form 457(b) or 403(b) – Fillable version
• DEFER Sick and Vacation Deferral Form 457(b) or 403(b) – Print version

Transfer Forms

• Voya Trustee to Trustee Transfer
• DPERS Trustee to Trustee Transfer
• DE Special Catch Up Form

Plan Documents

457(b)

• State of Delaware 457(b) Plan Document 2017
• Delaware 457(b) Plan Amendment One – October 2017
• Delaware 457(b) Plan Amendment Two – December 2019
• Delaware 457(b) Plan Amendment Three – June 2020

401(a)

• State of Delaware 401(a) Match Plan Document 2017
• Delaware 401(a) Match Plan Amendment One – December 2019

403(b)

• State of Delaware 403(b) Plan Document 2017
• Delaware 403(b) Plan Amendment Two – December 2019
• 2020 403(b) Annual Plan Notice to Participants

Additional Documents

• Investment Policy Statement – The State of Delaware Deferred Compensation Plans Under IRC §§ 457, 403(b) and 401(a)
• DE College Investment Plan (529) Fact Kit