Colleen C. Davis
State Treasurer

Deferred Compensation Forms

Download and access employee forms and view plan documents here.

Deferred Compensation Forms

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

Voya Trustee to Trustee Transfer
DPERS Trustee to Trustee Transfer
DE Special Catch Up Form
Plan Documents
- State of Delaware 457b Plan Document 2017
- Delaware 457(b) Plan Amendment One 102017
- Delaware 457(b) Plan Amendment Two 122019
- Delaware 457(b) Plan Amendment Three 062020
- State of Delaware 401a Match Plan Document 2017
- Delaware 401a Match Plan Amendment One 122019
- State of Delaware 403b Plan Document 2017
- Delaware 403(b) Plan Amendment Two 122019
- 2020 403b Annual Plan Notice to Participants
- 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