The EDD DE 2501 form serves a critical function in providing workers in California with the ability to claim for disability insurance benefits. This document acts as a bridge for individuals experiencing health-related work absences, ensuring they have a financial safety net. It’s essential for both employees and employers to understand its purpose and how it operates within the realm of employee benefits.
Navigating through the intricacies of obtaining benefits due to disability can seem overwhelming, yet understanding and correctly filling out the EDD DE 2501 form is a crucial first step. This form serves as a gateway for individuals who find themselves unable to work because of a non-work-related illness, injury, or pregnancy, allowing them to apply for Disability Insurance (DI) benefits in California. Completing this form accurately ensures that the process of claiming DI benefits starts off on the right foot, minimizing delays and enhancing the likelihood of receiving support when it's most needed. The form asks for detailed personal information, employment history, and medical details pertinent to the disability claim. As such, it's not only a formality but a critical document that connects eligible individuals with the financial assistance they need during challenging times.
Claim for Disability Insurance (DI) Benefits
The State Disability Insurance (SDI) program provides worker-funded benefits to eligible workers who have a full or partial loss of wages due to disabilities that are not work related. The California Unemployment Insurance Code (CUIC) states that a disability is any illness or injury, either physical or mental, that prevents you from doing your regular or customary work. Disability also includes elective surgery and disabilities related to pregnancy or childbirth.
Please read instruction and information pages (A through D) before completing the enclosed forms.
For faster processing, file your claim using SDI Online at edd.ca.gov. If you file online, do NOT mail this form to the Employment Development Department (EDD).
DO NOT COMPLETE THIS FORM IF YOU ARE:
•Insured by a Voluntary Plan. Ask your employer for the proper forms.
•Filing for Non-Industrial Disability Insurance benefits. State government employees refer to your personnel office.
If you cannot complete this form due to your disability, or if you are an authorized representative filing for benefits on behalf of an incapacitated or deceased claimant, call 1-800-480-3287 or visit the EDD website to send an online message using Ask EDD at askedd.edd.ca.gov.
HOW TO COMPLETE THIS FORM
•Use black ink only.
•Type or write clearly within the boxes provided.
•Enter your Social Security number on all pages of the claim form including attachments.
•Do not fax the form.
•Mail the completed form to the EDD in the envelope provided. Submit your claim no earlier than nine days after the first day your disability begins, but no later than 49 days after your disability begins. You may lose benefits if your claim is late.
1.Complete ALL items in “PART A – CLAIMANT’S STATEMENT” and sign box A40. Errors or missing information may cause your claim to be returned and delay payment. For box A13, the United States Postal Service will not deliver mail to a private mail box unless it is preceded by the initials “PMB.”
2.Have your physician/practitioner complete and sign “Part B – PHYSICIAN/PRACTITIONER’S CERTIFICATE.” Certification may be made by a licensed physician or practitioner authorized to certify to a patient’s disability or serious health condition pursuant to CUIC, section 2708. If you are under the care of an accredited religious practitioner, obtain a Claim for Disability Insurance Benefits - Religious Practitioner’s Certificate (DE 2502) by calling 1-800-480-3287 and ask your religious practitioner to complete and sign it. Rubber stamp signatures are not accepted.
3.You should carefully decide the date you want your claim to begin because it may affect your benefit amount. See “YOUR BENEFIT AMOUNTS” on page B for information.
4.If you have a work-related disability, complete questions A31 to A38. If your workers’ compensation claim has been accepted, denied, or delayed, please include the status letter from the carrier.
5.Place the completed, signed form(s) in the envelope provided. A claim is complete when “PART A – CLAIMANT’S STATEMENT” and “PART B – PHYSICIAN/PRACTITIONER’S CERTIFICATE” are received. Claims are generally processed within 14 days.
6.Keep these instructions and information pages (A through D) for future reference.
The EDD is an equal opportunity employer/program. Auxiliary aids and services are available upon request to individuals with disabilities. Requests for services, aids, and/or alternate formats need to be made by calling 1-866-490-8879 (voice). TTY users, please call the California Relay Service at 711.
DE 2501 Rev. 81 (3-20) (INTERNET)
Page 1 of 13
Instruction & Information A
BASIC ELIGIBILITY. DI benefits can be paid only after you meet all of the following requirements:
•You must be unable to do your regular or customary work for at least eight consecutive days.
•You must be employed or actively looking for work at the time you become disabled.
•You must have lost wages because of your disability or, if unemployed, have been actively looking for work.
•You must have earned at least $300 in wages from which SDI deductions were withheld during your established base period (see “YOUR BENEFIT AMOUNTS” in the next column).
•You must be under the care and treatment of a licensed physician/ practitioner or accredited religious practitioner during the first eight days of your disability. (The beginning date of a claim can be adjusted to meet this requirement.) You must remain under care and treatment to continue receiving benefits.
•You must complete and submit a claim form within 49 days of the date you became disabled or you may lose benefits.
•Your physician/practitioner must complete the medical certification of your disability. A licensed midwife or nurse- midwife may complete the medical certification for disabilities related to normal pregnancy or childbirth. If you are under the care of a religious practitioner, request a DE 2502 from the SDI office. Certification by a religious practitioner is acceptable only if the practitioner has been accredited by the EDD.
We may require an independent medical examination to determine your initial or continuing eligibility.
INELIGIBILITY. You may apply for benefits even if you are not sure you are eligible. If you are found to be ineligible for all or part of a period claimed, you will be notified of the ineligible period and the reason. You may not be eligible for DI benefits if you:
•are claiming or receiving Unemployment Insurance or Paid Family Leave benefits.
•became disabled while committing a crime resulting in a felony conviction.
•are receiving Workers’ Compensation benefits at a weekly rate equal to or greater than the SDI rate.
•are in jail or prison because you were convicted of a crime.
•are a resident in an alcoholic recovery home or drug-free residential facility that is not both licensed and certified by the state in which the facility is located.
•fail to submit to an independent medical examination when requested to do so.
FRAUD. Under sections 2101, 2116, and 2122 of the California Unemployment Insurance Code, it is a violation to willfully make a false statement or knowingly conceal a material fact in order to obtain the payment of any benefits, such violation being punishable by imprisonment and/or by a fine not exceeding $20,000 or both. To detect and discourage fraud, SDI continually monitors claim payments, vigorously investigates suspicious activity, and will seek restitution and conviction through prosecution.
YOUR RESPONSIBILITIES.
•File your claim and other forms completely, accurately, and in a timely manner. If a form is late, attach a written explanation of the reason(s) to the form.
•Thoroughly read the instructions on this and all other forms your receive from SDI. If you are not sure what is required, contact the SDI office.
•Report to SDI in writing, electronically, or by telephone any:
-change of address or telephone number.
-return to part-time or full-time work.
-recovery from your disability.
-income you receive.
Keep an appointment for an independent medical examination, if requested.
•Include your name and Social Security number or Claim ID number on all correspondence.
YOUR RIGHTS. Information about your claim will be kept confidential, except for the purposes allowed by law. California Civil Code, section 1798.34, gives you the right to inspect any personal records maintained about you by the EDD. Section 1798.35 permits you to request that the record be corrected if you believe
it is not accurate, relevant, timely, or complete. Certain types of information that would generally be considered personal are exempt from disclosure to you: medical or psychological records where knowledge of the contents might be harmful to the subject (Civil Code, section 1798.40); records of active criminal, civil, or administrative investigations (Civil Code, section 1798.40). If you are denied access to records which you believe you have a right to inspect or if your request to amend your records is refused, you may file an appeal with the SDI office. You may request a copy of your file by calling SDI at 1-800-480-3287.
You also have the right to appeal any disqualification, overpayment, or penalty. Specific instructions on how to appeal will be provided on any appealable document you receive. If you file an appeal and you remain disabled, you must continue to complete and return continued claim certifications.
YOUR BENEFIT AMOUNTS. Your claim begins on the date your disability began. SDI calculates your weekly benefit amount using your base period. The date your disability began determines your base period, unless the claim effective date is adjusted by SDI. If you want your claim to begin later so that you will have a different base period, please call SDI at 1-800-480-3287 before you file your claim.
This base period covers 12 months and is divided into four consecutive quarters. Your base period includes wages subject to SDI tax which you were paid approximately 5 to 17 months before your disability claim begins. Your base period does not include wages being paid at the time the disability begins. For a disability claim to be valid, you must have at least $300 in wages in the base period. Using the following, you may determine the base period for your claim.
•If your claim begins in January, February, or March, your base period is the 12 months ending last September 30.
•If your claim begins in April, May, or June, your base period is the 12 months ending last December 31.
•If your claim begins in July, August, or September, your base period is the 12 months ending last March 31.
•If your claim begins in October, November, or December, your base period is the 12 months ending last June 30.
The quarter of your base period in which you were paid the highest wages determines your weekly benefit amount. You may not change the beginning date of your claim or adjust your base period after you have established a valid claim.
Your daily benefit amount is your weekly benefit amount divided by seven. Your maximum benefit amount is 52 times your weekly benefit amount or the total wages subject to SDI tax paid in your base period, whichever is less. Exceptions are as follows:
•For employers and self-employed individuals who elect SDI coverage, the maximum benefit amount is 39 times the weekly rate.
•For residents in a state licensed and certified alcoholic recovery home or drug-free residential facility, the maximum payable period is 90 days. (However, disabilities related to or caused by acute or chronic alcoholism or drug abuse which are being medically treated do not have this limitation.)
Contact the SDI office to inquire and provide additional information if your situation fits any of these circumstances: If you do not have sufficient base period wages and you remain disabled, you may be able to establish a valid claim by using a later beginning date. If you do not have enough base period wages and you were actively seeking work for 60 days or more in any quarter of the base period, you may be able to substitute wages paid in prior quarters. Additionally, you may be entitled to substitute wages paid in prior quarters either to make your claim valid or to increase your benefit amount if during your base period you were in the U.S. military service, received Workers’ Compensation benefits, or did not work because of a labor dispute.
Page 2 of 13
Instruction & Information B
HOW BENEFITS ARE PAID. When your completed “PART A – CLAIMANT’S STATEMENT” and “PART B – PHYSICIAN/ PRACTIONER’S CERTIFICATE” are received, the SDI office will notify you by mail of your weekly and maximum benefit amounts and may request additional information if needed to determine your eligibility. If you are eligible to receive benefits, you have an option in how you receive your benefit payments. The EDD issues benefit payments by the EDD Debit CardSM or by check. The EDD Debit Card is the fastest and most secure way to receive your benefits. You do not have to accept the EDD Debit Card, to receive your benefits by check mailed from the EDD allow 7-10 days for delivery by US mail. The majority of claims are processed and payments are issued within 14 days of receipt of both the claimant’s and the physician/practitioner’s portions of the claim.
The first seven days of your claim is a non-payable waiting period.
If you are eligible for further benefits, additional payments will be sent automatically or a continued claim certification form for the next period will be enclosed. Usually, the certification periods are for two weeks; however, the period will vary under certain circumstances. You will be paid 1/7 of your weekly benefit amount for each calendar day you are eligible unless benefits are reduced for some reason. (See “BENEFIT REDUCTIONS” below.) If you receive DI benefits in place of Unemployment Insurance or Paid Family Leave benefits, the amounts paid will be reported to the Internal Revenue Service. Contact the Internal Revenue Service for more specific tax information.
BENEFIT REDUCTIONS. Under certain circumstances, you may not be eligible for a period of your claim or you may be entitled only to partial benefits. SDI will determine whether or not benefits must be reduced. The types of income shown in the following list should be reported to SDI even though they may not always affect your benefits. Failure to report your income could result in an overpayment, penalties, and a false statement disqualification.
•Sick leave pay
•Self-employment income
•Military pay
•Commissions
•Wages, including modified duty wages
•Residuals
•Part-time work income
•Bonuses
•Workers’ Compensation benefits
•Insurance settlements
•Holiday pay
In addition, your benefits may be reduced because of a prior Unemployment Insurance, Paid Family Leave, or DI overpayment or for delinquent court-ordered support payments.
BENEFIT INTERRUPTION and TERMINATION. A Notice of Final Payment will be issued when records show you have:
•been paid to your physician/practitioner’s estimated date of recovery. If you are still disabled, ask your physician/ practitioner to complete and return the Physician/Practitioner’s Supplementary Certificate (DE 2525XX) (enclosed with the Notice of Final Payment).
•recovered or returned to your work. If you return to work and become disabled again, immediately submit a new claim form and report the date(s) you worked.
OVERPAYMENT. An overpayment results when you receive DI benefits you were not entitled to receive. Once SDI determines that you were overpaid, the SDI office will contact you to explain the reason for your overpayment. It is important that you complete and return all information requests, as there are some instances when an overpayment can be waived. If it is determined that you were overpaid and the overpayment cannot be waived, you must repay this money. Benefits issued after an overpayment is established may be reduced by 25 to 100 percent to collect your overpayment. You will receive a Notice of Overpayment Offset (DE 826) if a reduction is taken for either a DI, Paid Family Leave, or Unemployment Insurance overpayment.
DISQUALIFICATION. All available information will be considered before paying or disqualifying your claim. Benefits will be paid only for the days to which you are entitled. If payment of benefits is denied or reduced, you will be issued a Notice of Determination (DE 2517) stating the reason for the disqualification and the time period.
If you deliberately report incorrect information or if you willfully omit or withhold information, false statement disqualifications of up to 92 days are assessed. This may apply if you accept disability benefit payments you know include days for which you should not be paid, such as days after you returned to work. In addition, any resulting overpayment will be increased by a 30 percent penalty assessment.
SPECIAL CIRCUMSTANCES.
Work-related Disability. If you have suffered a work-related injury or illness, report it to your employer and have your physician/ practitioner submit a report to your employer’s Workers’ Compensation insurance carrier. If the Workers’ Compensation insurance carrier delays or refuses payments, SDI may pay you benefits while your case is pending. However, SDI will pay benefits only for the period you are disabled and will file a lien to recover benefits paid. NOTE: SDI and Workers’ Compensation are two separate programs. You cannot legally be paid full benefits from both programs for the same period. However, if your Workers’ Compensation benefit rate is less than your SDI rate, SDI may pay you the difference between the two rates. For Workers’ Compensation information and assistance, call your local Workers’ Compensation Appeals Board office. You will find their listing
in the State government pages of your telephone book under California, State of; Industrial Relations Department; Workers’ Compensation Appeals Board.
Pregnancy. As with any medical condition, the disability period begins with the first day you are unable to do your regular
or customary work. DI benefits will be paid for the period of time supported by your physician/practitioner’s certification. Pregnancy-related disability claims should NOT be submitted until after the eighth day following the date your physician/practitioner certifies you are disabled.
Bonding with a New Child. Contact the EDD’s Paid Family Leave program at 1-877-238-4373. With the final DI benefit payment issued to a new mother, a transition bonding claim form, Claim for Paid Family Leave (PFL) Benefits – New Mother (DE 2501FP) will be sent automatically by mail or electronically to your online State Disability Insurance Online Service account if established.
Child Support Questions. Contact the Department of Child Support Services at 1-866-249-0773.
Spousal or Parental Support Questions. Contact the District Attorney’s office administering the court order.
Family Care. If a family member must stop work to care for you, or if you stop work to care for a seriously ill family member, please visit edd.ca.gov or contact the EDD’s Paid Family Leave program at 1-877-238-4373 for more information.
Long-term or Permanent Disability. If you expect your disability to be long-term or permanent, contact the Social Security Administration well before you exhaust your DI benefits. For information, call the Social Security Administration toll-free at 1-800-772-1213.
Rehabilitation. If you have a disability which prevents you from getting or keeping a job, the Department of Rehabilitation may be able to assist you with vocational training, education, career opportunities, independent living, and use of assistive technology.
Job Training. Contact a One-Stop Career Center (1-877-872-5627 or servicelocator.org) for services available in your area.
Seeking Work. Contact the EDD for information and assistance concerning employment opportunities and Unemployment Insurance benefits.
Death of Claimant. If a person receiving DI benefits dies, an heir or legal representative should report the death to SDI. Benefits are payable through date of death.
Page 3 of 13
Instruction & Information C
EDD Debit Card Fee Disclosures
Monthly Fee
Per purchase
ATM withdrawal
Cash reload
$0
$0 in-network
N/A
$1.00** out-of-network
ATM balance inquiry
Customer service
$0 per call
Inactivity
We charge 5 other types of fees. Here are some of them:
Replacement card, express delivery
$10.00
Each international transaction
2%
*This document entitled ‘Fee Disclosure and Other Important Disclosures’ is included with, and incorporated in, the California Employment Development Department Debit Card Account Agreement.
**Fees can be lower depending on how and where this card is used.
See the materials you received with your card for free ways to access your funds and balance information.
No overdraft/credit features.
Your funds are eligible for FDIC insurance.
For more information about prepaid cards, visit cfpb.gov/prepaid.
Find details and conditions for all fees and services in the cardholder agreement.
Page 4 of 13
Instruction & Information D
All Fees
Amount
Details
Spend Money
Per purchase with PIN
Per purchase with signature
Get Cash in the U.S.
ATM withdrawal, in-network
“In Network” refers to Bank of America ATMs. Locations can
be found at www.bankofamerica.com/eddcard. You will not be
charged a fee by Bank of America.
ATM withdrawal,
$1.00
You will be charged this fee after 2 free for each deposit. “Out of
out-of-network
Network” refers to all the ATMs outside of Bank of America ATMs.
You may also be charged a fee by the ATM operator even if you do
not complete a transaction.*
Bank teller cash withdrawal
Available at financial institutions that accept Visa cards. Limited to
available balance only.
Emergency cash transfer,
$15.00
All emergency cash transfers must be initiated through the Prepaid
domestic
Debit Card Customer Service Center.
Information
Online account information
Account alert service
Using your card outside the U.S.
Each international
Of total U.S. Dollar amount of transaction
transaction
International ATM
This is the Bank of America fee. You may also be charged a fee by
withdrawal
the ATM operator, even if you do not complete a transaction.
Other
Online funds transfer
Replacement card, domestic
Replacement card, express
Additional charge
delivery
Replacement card,
international
Inactive account
*ATM owners may impose an additional “convenience fee” or “surcharge fee” for certain ATM transactions (a sign should be posted at the ATM to indicate additional fees); however you will not be charged any additional convenience fee or surcharge fee at a Bank of America ATM. A Bank of America ATM means an ATM that prominently displays the Bank of America name and logo.
Your funds are eligible for FDIC insurance. Your funds are insured up to $250,000 by the FDIC in the event Bank of America, N.A. fails, if specific deposit insurance requirements are met. See fdic.gov/deposit/deposits/prepaid.html for details.
No overdraft/credit feature.
Contact Bank of America by calling 1.866.692.9374, 1.866.656.5913 (TTY), or 1.423.262.1650 (Collect, when calling outside the U.S.), by mail at Bank of America, PO Box 8488, Gray, TN 37615-8488, or visit www.bankofamerica.com/eddcard.
For general information about prepaid accounts, visit cfpb.gov/prepaid.
If you have a complaint about a prepaid account, call the Consumer Financial Protection Bureau at 1-855-411-2372 or visit cfpb.gov/complaint.
Page 5 of 13
Instruction & Information E
FEDERAL PRIVACY ACT. The EDD requires disclosure of Social Security numbers to comply with California Unemployment Insurance Code, sections 1253 and 2627; with California Code of Regulations, Title 22, sections 1085, 1088, and 1326; with Code of Federal Regulations, Title 20, Part 604; and with U.S. Code, Title 8, sections 1621, 1641, and 1642.
INFORMATION COLLECTION AND ACCESS. State law requires the following information to be provided when collecting information from individuals:
Agency Name:
Employment Development Department (EDD)
Title of Official Responsible for Information Maintenance:
Manager, EDD State Disability Insurance Office
Local Contact Person:
Contact Information:
You may contact State Disability Insurance by calling 1-800-480-3287. A list of
State Disability Insurance local office locations can be found on the Internet at
edd.ca.gov/disability/Contact_DI.htm. The address and phone number of State
Disability Insurance will also appear on the “Notice of Computation,” DE 429D,
issued at the time your benefit determination is made.
Maintenance of the information is authorized by:
California Unemployment Insurance Code, sections 2601 through 3272.
California Code of Regulations, Title 22, sections 2706-1, 2706-3, 2708-1, and 2710-1.
Consequences of not providing all or any part of the requested information:
•Failure to supply any or all information may cause delay in issuing benefit payments or may cause you to be denied benefits to which you are entitled.
•If you willfully make a false statement or representation or knowingly withhold a material fact to obtain or increase any benefit or payment, the EDD will disqualify you from receiving benefits and/or services and may initiate criminal prosecution against you.
Principal purpose(s) for which the information is to be used:
•To determine eligibility for Disability Insurance benefits.
•To be summarized and published in statistical form for the use and information of government agencies and the public (your name and identification will not appear in publications).
•To be used to locate persons who are being sought for failure to provide child, spousal, or other court-ordered support.
•To be used by other governmental agencies to determine eligibility for public social services under the provisions of California Welfare and Institutions Code, Division 9.
•To be used by the EDD to carry out its responsibilities under the California Unemployment Insurance Code.
•To be exchanged pursuant to California Unemployment Insurance Code, section 322, and California Civil Code, section 1798.24, with other governmental departments and agencies, both federal and state, which are concerned with any of the following:
(1)Administration of an Unemployment Insurance program.
(2)Collection of taxes which may be used to finance Unemployment Insurance or State Disability Insurance.
(3)Relief of unemployed or destitute individuals.
(4)Investigation of labor law violations or allegations of unlawful employment discrimination.
(5)The hearing of workers’ compensation appeals.
(6)Whenever necessary to permit a state agency to carry out its mandated responsibilities where the use to which the information will be put is compatible with the purpose for which it was gathered.
(7)When mandated by state or federal law. Disclosures under California Unemployment Insurance Code, section 322, will be made only in those instances in which it furthers the administration of the programs mandated by that Code.
•Pursuant to California Unemployment Insurance Code, sections 1095 and 2714: (1) Information may be revealed to the extent necessary for the administration of public social services, to the Director of Social Services or his/her representatives, or to the Director of Child Support Services or his/her representatives; (2) Claimant identity may be released to the Department of Rehabilitation.
•Information shall be disclosed to authorized agencies in accordance with California Unemployment Insurance Code, sections 1095 and 2714.
Page 6 of 13
Instruction & Information F
SAMPLE, this page for reference only
Health Insurance Portability and Accountability Act (HIPAA) Authorization
Claimant Social Security Number 0 0 0 0 00 0 0 0
Claimant Name (First)
(MI) (Last)
S a m p l e
C l a i m a n t
I authorize
G e o f f B o o k e r
(Person/Organization providing the information) to furnish and disclose all my health information and to allow inspection of and provide copies of any medical, vocational rehabilitation, and billing records concerning my disability for which this claim is filed that are within their knowledge to the following employees of the California Employment Development Department (EDD): Disability Insurance Branch examiners, their direct supervisors/managers and any other EDD employee who may have a need to access this information in order to process my claim and/or determine eligibility for State Disability Insurance benefits.
I understand that EDD is not a health plan or health care provider, so the information released to EDD may no longer be protected by federal privacy regulations.
(45 CFR Section 164.508(c)(2)(iii)). EDD may disclose information as authorized by the California Unemployment Insurance Code.
I agree that photocopies of this authorization shall be as valid as the original.
I understand I have the right to revoke this authorization by sending written notification stopping this authorization to EDD, DI Branch MIC 29, PO Box 826880, Sacramento, CA 94280. The authorization will stop on the date my request is received. I understand that the consequences for my revoking this authorization may result in denial of further State Disability Insurance benefits.
I understand that, unless revoked by me in writing, this authorization is valid for fifteen years from the date received by EDD or the effective date of the claim, whichever is later. I understand that I may not revoke this authorization to avoid prosecution or to prevent EDD’s recovery of monies to which it is legally entitled.
I understand that I am signing this authorization voluntarily and that payment or eligibility for my benefits will be affected if I do not sign this authorization. The consequences for my refusal to sign this authorization may result in an incomplete claim form that cannot be processed for payment of State Disability Insurance benefits.
I understand I have the right to receive a copy of this authorization.
Claimant Signature (Do Not Print)
Date Signed
Sample Claimant
M
M D D Y Y Y Y
1 2 2 5 2 0 1 5
Page 7 of 13
Your disability claim can also be filed online at www.edd.ca.gov
PLEASE PRINT WITH BLACK INK.
PART A - CLAIMANT’S STATEMENT
A1. YOUR SOCIAL SECURITY NUMBER
0 0 00 0 0 0 0 0
A2. IF YOU HAVE PREVIOUSLY BEEN ASSIGNED AN EDD CUSTOMER ACCOUNT NUMBER, ENTER THAT NUMBER HERE
N o
A3. CALIFORNIA DRIVER
A4. GENDER
LICENSE OR ID NUMBER
MALE FEMALE
Z 1 2 3 4 5 6 7
X
A5. IF YOU EVER USED OTHER SOCIAL SECURITY NUMBERS,
A6. STATE GOVERNMENT EMPLOYEE
A7. YOUR DATE OF BIRTH
ENTER THOSE NUMBERS BELOW
(IF “YES” INDICATE BARGAINING UNIT#)
YES X NO UNIT#
0 1 0 1 1 9 0 0
A8. YOUR LEGAL NAME
(FIRST)
(MI)
(LAST)
SUFFIX
A9. OTHER NAMES, IF ANY, UNDER WHICH YOU HAVE WORKED
A10. YOUR HOME AREA CODE AND TELEPHONE NUMBER
9 9 9 0 2 3 6 7 8 9
A11. YOUR CELL AREA CODE AND TELEPHONE NUMBER
1 1 1 0 0 20 0 4 7
A12. LANGUAGE YOU PREFER TO USE
ENGLISH
SPANISH
CANTONESE
VIETNAMESE
ARMENIAN PUNJABI
TAGALOG
OTHER
A13. YOUR MAILING ADDRESS, PO BOX OR NUMBER/STREET/APARTMENT, SUITE, SPACE#, OR PMB# (PRIVATE MAIL BOX)
1 2 3 A n y S t r e e t
CITY
STATE
ZIP OR POSTAL CODE
COUNTRY (IF NOT U.S.A.)
A n y t o w n
C A 1 2 3 4 5
A14. YOUR RESIDENCE ADDRESS, REQUIRED IF DIFFERENT FROM YOUR MAILING ADDRESS
NUMBER/STREET/APARTMENT OR SPACE#
A15. YOUR LAST OR CURRENT EMPLOYER - IF YOUR LAST OR CURRENT EMPLOYMENT WAS SELF-EMPLOYMENT, ENTER “SELF” AND FILL-IN THIS OPTION. NAME OF YOUR EMPLOYER [STATE GOVERNMENT EMPLOYEES: PROVIDE THE AGENCY NAME (FOR EXAMPLE: CALTRANS)]
SELF
R o a d r u n n e r P a s t r i e s
NUMBER/STREET/SUITE# (STATE GOVERNMENT EMPLOYEES: PLEASE PROVIDE THE ADDRESS OF YOUR PERSONNEL OFFICE)
6 4 7 A r m i s t i c e W a y
STATE ZIP OR POSTAL CODE
A n y w h e r e
C A 6 6 2 2 2
EMPLOYER’S TELEPHONE NUMBER
4 9 9
3 1 1 1 1 1 1
A16. AT ANY TIME DURING YOUR DISABILITY, WERE YOU IN THE CUSTODY OF LAW ENFORCEMENT
AUTHORITIES BECAUSE YOU WERE CONVICTED OF
YES
X NO
VIOLATING A LAW OR ORDINANCE?
A17. BEFORE YOUR DISABILITY BEGAN, WHAT
WAS THE LAST DAY YOU WORKED?
1M 2M 0D 1D 2Y 0Y 1Y 5Y
A18. WHEN DID YOUR DISABILITY BEGIN?
1M 2M 1D 6D 2Y 0Y 1Y 5Y
A20. SINCE YOUR DISABILITY BEGAN, HAVE YOU WORKED OR ARE YOU WORKING ANY FULL OR PARTIAL DAYS?
A19. DATE YOU WANT YOUR CLAIM TO BEGIN IF DIFFERENT THAN THE DATE ENTERED IN A18
M M D D Y Y Y Y
A21 A. IF YOU RECOVERED, ENTER DATE:
A21 B. IF YOU RETURNED TO WORK,
ENTER DATE:
Page 8 of 13
PART A - CLAIMANT’S STATEMENT - CONTINUED
A22. PLEASE RE-ENTER YOUR SOCIAL SECURITY NUMBER
0
A23. WHAT IS YOUR REGULAR OR CUSTOMARY OCCUPATION?
P a s t r y C h e f
A24. WHY DID YOU STOP WORKING? (SELECT ONLY ONE BOX)
LAYOFF
UNPAID LEAVE OF ABSENCE
X ILLNESS, INJURY, OR PREGNANCY
VOLUNTARILY QUIT OR RETIRED
TERMINATED
OTHER REASON
A25. HOW WOULD YOU DESCRIBE OR CLASSIFY YOUR JOB?
Mostly sit; occasionally stand or walk; occasionally lift, carry, push, pull, or otherwise move objects that weigh 10 lbs. or less. Mostly walk/stand; occasionally lift, carry, push, pull, or otherwise move objects that weigh up to 20 lbs.
Constantly lift, carry, push, pull, or otherwise move objects that weigh up to 10 lbs.; frequently up to 20 lbs.; occasionally up to 50 lbs. Constantly lift, carry, push, pull, or otherwise move objects that weigh up to 20 lbs.; frequently up to 50 lbs.; occasionally up to 100 lbs.
Constantly lift, carry, push, pull, or otherwise move objects that weigh over 20 lbs.; frequently over 50 lbs.; occasionally over 100 lbs.
A26. IF YOUR EMPLOYER(S) CONTINUED OR WILL CONTINUE TO PAY YOU DURING YOUR DISABILITY, INDICATE
TYPE OF PAY:
Paid Time Off
SICK
VACATION
(PTO)
ANNUAL
OTHER (EXPLAIN)
A27. MAY WE DISCLOSE BENEFIT PAYMENT INFORMATION TO YOUR EMPLOYER(S)?
YESNO
A28. SECOND EMPLOYER NAME (IF YOU HAVE MORE THAN ONE EMPLOYER)
C o s m i c C o o k i e s
NUMBER/STREET/SUITE#
4 6 9 T h r i f t y W a y
B
l
u
e
b
C
A
8
4
3
6
9
BEFORE YOUR DISABILITY BEGAN, WHAT WAS THE LAST DAY YOU WORKED FOR THIS EMPLOYER?
D
Y
1
2
5
A29. IF YOU HAVE MORE THAN 2 EMPLOYERS CHECK HERE.
A30. IF YOU ARE A RESIDENT OF AN ALCOHOLIC RECOVERY HOME OR A DRUG-FREE RESIDENTIAL FACILITY, PROVIDE THE FOLLOWING: NAME OF FACILITY
AREA CODE AND TELEPHONE NUMBER
A31. HAVE YOU FILED OR DO YOU INTEND TO FILE FOR WORKERS’ COMPENSATION BENEFITS?
YES - COMPLETE ITEMS A32 THROUGH A38
NO - SKIP ITEMS A33 THROUGH A38
A32. WAS THIS DISABILITY CAUSED BY YOUR JOB?
NO
A33. DATE(S) OF INJURY SHOWN ON YOUR WORKERS’ COMPENSATION CLAIM
M M D D Y Y Y Y M M D D Y Y Y Y M M D D Y Y Y Y M M D D Y Y Y Y
A34. WORKERS’ COMPENSATION INSURANCE COMPANY NAME
EXTENSION (IF ANY)
ZIP CODE
WORKERS’ COMPENSATION CLAIM NUMBER
Page 9 of 13
A35. PLEASE RE-ENTER YOUR SOCIAL SECURITY NUMBER
A36. WORKERS’ COMPENSATION ADJUSTER’S NAME
A37. EMPLOYER’S NAME SHOWN ON YOUR WORKERS’ COMPENSATION CLAIM
A38. YOUR ATTORNEY’S NAME (IF ANY) FOR YOUR WORKERS’ COMPENSATION CASE
ATTORNEY’S ADDRESS NUMBER/STREET/SUITE#
WORKERS’ COMPENSATION APPEALS
BOARD/ADJ CASE NUMBER
A39. SELECT YOUR PREFERRED PAYMENT METHOD
oEDD DEBIT CARDSM oCHECK
A40. Declaration and Signature. By my signature on this claim statement, I claim benefits and certify that for the period covered by this claim I was unemployed and disabled. I understand that willfully making a false statement or concealing a material fact in order to obtain payment of benefits is a violation of California law and that such violation is punishable by imprisonment or fine or both. I declare under penalty of perjury that the foregoing statement, including any accompanying statements, is to the best of my knowledge and belief true, correct, and complete. By my signature on this claim statement, I authorize the California Department of Industrial Relations and my employer to furnish and disclose to State Disability Insurance all facts concerning my disability, wages or earnings, and benefit payments that are within their knowledge. By my signature on this claim statement, I authorize release and use of information as stated in the “Information Collection and Access” portion of this form (see Informational Instructions, page D). I agree that photocopies of this authorization shall be as valid as the original, and I understand that authorizations contained in this claim statement are granted for a period of fifteen years from the date of my signature or the effective date of the claim, whichever is later.
CLAIMANT’S SIGNATURE (DO NOT PRINT) OR SIGNATURE MADE BY MARK (X)
DATE SIGNED
A41. IF YOUR SIGNATURE IS MADE BY MARK (X), CHECK THE BOX AND IT MUST BE ATTESTED BY TWO WITNESSES WITH THEIR ADDRESSES.
1st WITNESS SIGNATURE (PRINT AND SIGN)
NUMBER/STREET/APARTMENT OR SPACE#, PO BOX OR PRIVATE MAIL BOX ADDRESSES NOT ACCEPTABLE.
2nd WITNESS SIGNATURE (PRINT AND SIGN)
A42.
CHECK THIS BOX IF YOU ARE THE PERSONAL REPRESENTATIVE SIGNING ON BEHALF OF CLAIMANT AND COMPLETE THE FOLLOWING:
I,
, REPRESENT THE CLAIMANT IN
THIS MATTER AS AUTHORIZED BY
DECLARATION OF INDIVIDUAL CLAIMING DISABILITY INSURANCE BENEFITS DUE AN INCAPACITATED OR DECEASED
CLAIMANT, DE 2522 (SEE INSTRUCTION & INFORMATION A, UNDER HOW TO APPLY #4)
POWER OF ATTORNEY (ATTACH COPY)
PERSONAL REPRESENTATIVE’S SIGNATURE (DO NOT PRINT)
Page 10 of 13
Filing for disability benefits can be a critical step for anyone who finds themselves unable to work due to a medical condition. The form DE 2501, issued by the Employment Development Department (EDD), is your gateway to accessing these benefits in certain situations. Navigating through the form can seem daunting at first, but with the right guidance, you will find that completing it is a straightforward process. Here's a breakdown of the steps needed to fill out the DE 2501 form correctly, ensuring your application is processed efficiently without unnecessary delays.
Fulfilling these steps meticulously is key to a successful submission. Once the form is submitted, patience is paramount. The EDD will review your application and determine your eligibility for disability benefits. This process can take some time, so it's essential to submit your application as soon as you realize you're unable to work due to a medical condition. Remember, the accuracy and completeness of your DE 2501 form can significantly impact the outcome of your claim.
What is the EDD DE 2501 form used for?
The EDD DE 2501 form, also known as the Claim for Disability Insurance (DI) Benefits, is a document that individuals in California use to apply for disability insurance benefits. These benefits provide short-term financial assistance to eligible workers who suffer a loss of wages due to a non-work-related illness, injury, or pregnancy.
How do I obtain the EDD DE 2501 form?
The form can be obtained in several ways. You can download it from the California Employment Development Department (EDD) website, request a paper form by calling the EDD, or pick one up at a local EDD office. An electronic version is also available for online submission through the EDD’s website for registered users.
What information do I need to fill out on the form?
To complete the EDD DE 2501 form, you'll need to provide personal information, including your social security number, California Driver License number, and contact information. Employment details such as your last employer’s name, address, and the last date you worked are necessary. Additionally, specifics about your disability or condition, including the date it began and how it affects your ability to work, are required. Your physician will also need to complete a section of the form.
How do I submit the completed EDD DE 2501 form?
Once the form is completed, it can be submitted in several ways. If you have an online account with the EDD, you can submit it electronically through their website. Alternatively, the form can be mailed or faxed to the EDD using the contact information provided on the form or the EDD website. Always ensure the form is fully completed and signed before submitting.
When should I file the EDD DE 2501 form?
It's recommended to file the form as soon as possible after your disability begins. There is a filing deadline of 49 days from the date your disability starts. Filing after this deadline could result in a loss of benefits or a delay in receiving them.
Can I appeal if my claim is denied?
Yes, if your claim for Disability Insurance benefits is denied, you have the right to appeal the decision. The notice of denial will include instructions on how to file an appeal. You typically have 30 days from the date of the notice to submit your appeal in writing. The appeal process includes a hearing before an administrative law judge, where you can present additional information or clarify facts about your case.
Filing for disability insurance benefits requires careful attention to detail, especially when filling out the Employment Development Department's DE 2501 form. Unfortunately, many applicants stumble during this process, leading to delays or denials of their claims. One common mistake is providing incomplete or inaccurate personal information. It may seem basic, but ensuring that names, addresses, social security numbers, and employment histories are accurately reported is crucial. A single typographical error can cause significant delays in the processing of a claim or result in an outright denial.
Another area where applicants often err is in the description of their disability. The DE 2501 form requires a detailed account of the medical condition that is impairing the applicant's ability to work. Vague or insufficient descriptions may not meet the state's criteria for disability benefits. It's essential to clearly articulate how the disability affects one's job performance, preferably supported by medical documentation. Failure to do so can weaken the credibility of the claim.
Moreover, a misunderstanding of the timeframe requirements is another pitfall. The form asks for specific dates related to the disability, including when the condition began, when the claimant last worked, and when the claimant expects to return to work, if applicable. Applicants sometimes input inaccurate dates or unrealistic return-to-work projections, either of which can complicate the review process. Ensuring these dates accurately reflect the claimant's situation is paramount for a smoothly processed claim.
A critical oversight made by many is not including sufficient medical documentation to support the claim. While the DE 2501 form provides a framework for stating one's disability and its impact on employment, substantive evidence in the form of medical records or a doctor's statement is often required to substantiate the claim. Neglecting to attach adequate medical evidence is a surefire way to face delays or a denial. Applicants must follow the guidelines for submitting medical proof closely, taking care to include all required documents.
Lastly, failing to sign and date the form is a surprisingly common mistake. The declaration section at the end of the DE 2501 form requires the claimant's signature to attest to the accuracy and truthfulness of the information provided. Skipping this step renders the application incomplete in the eyes of the EDD. This oversight can easily be avoided by thoroughly reviewing the form before submission, ensuring that all sections are completed and signed as required.
The EDD DE 2501 form, essential in applying for State Disability Insurance (SDI) benefits in California, often necessitates additional documentation to ensure a comprehensive and well-supported application process. Understanding the purpose and requirements of these additional forms and documents can streamline the application process, making it more efficient and less daunting for applicants. Below is a list of documents frequently used alongside the EDD DE 2501 form, each serving a specific role in complementing or supplementing the information provided in the main application.
Together with the EDD DE 2501 form, these documents form a comprehensive package, addressing different facets of the disability claim, from medical validation to financial considerations. Applicants are encouraged to gather and prepare these documents promptly to facilitate a smooth and timely review of their claim. Understanding and complying with the requirements for each document ensures that individuals seeking disability benefits can navigate the application process more effectively.
The EDD DE 2501 form, used for filing disability insurance claims in California, is similar to the FMLA (Family and Medical Leave Act) certification form used at the federal level. Both documents require detailed medical information to substantiate the need for leave from work due to a personal or family member's health condition. While the EDD DE 2501 form is specific to disability insurance claims, the FMLA form is broader, covering not only personal illness but also caregiving responsibilities. Each form plays a crucial role in ensuring that individuals can take necessary leave without losing job security.
Another similar document is the SSA-16 form, an application for Social Security Disability Insurance (SSDI). This form is used to apply for financial assistance due to a disability that prevents an individual from working, mirroring the purpose of the EDD DE 2501 form in providing financial support. However, the SSA-16 form targets long-term or permanent disabilities, while the EDD DE 2501 primarily focuses on temporary conditions.
The Workers' Compensation First Report of Injury or Illness form shares similarities with the EDD DE 2501 form in that it is used to report an injury or illness that occurred as a direct result of employment. This form initiates the process of claiming workers' compensation benefits. Like the EDD DE 2501, it requires detailed information about the nature of the injury or illness, though it is specifically geared toward incidents that happen in the workplace.
The Unemployment Insurance (UI) Claim Form also bears resemblance to the EDD DE 2501 form. It is used by individuals who are unemployed through no fault of their own and are seeking financial assistance. Both forms are designed to provide temporary financial relief, but they serve different populations: the EDD DE 2501 is for those who cannot work due to a medical condition, while the UI Claim Form is for those who are able and available to work but cannot find employment.
The Paid Family Leave (PFL) claim form in California is another document similar to the EDD DE 2501. It provides financial assistance to individuals taking leave for bonding with a new child or caring for a seriously ill family member. Both the PFL and the EDD DE 2501 form require proof of the need for leave due to health-related issues, but the PFL focuses on caregiving and bonding, highlighting the importance of family support during critical times.
Lastly, the SS-5 form used to apply for a Social Security card has parallels with the EDD DE 2501 form. Though fundamentally different in purpose, both require detailed personal information and are integral to accessing benefits. The SS-5 form is necessary for legal identification and work eligibility in the U.S., while the EDD DE 2501 form is a gateway to disability benefits for those unable to work due to medical conditions.
When filling out the EDD DE 2501 form, which is essential for claiming Disability Insurance benefits in the United States, one must approach the process with meticulous attention to detail and clarity. This document requires accurate and comprehensive information to ensure a smooth processing of your claim. To assist with this task, here’s a list of dos and don’ts that claimants should adhere to:
Adhering to these guidelines can significantly reduce the potential for issues during the claims process, facilitating a smoother and more efficient handling of your Disability Insurance claim.
The DE 2501 form, issued by the Employment Development Department (EDD) of California, often comes with misconceptions that can hinder individuals from accurately completing and submitting it. Understanding these misconceptions is crucial for successfully navigating the claims process.
Only for Full-time Employees: A common misconception is that the DE 2501 form is exclusively for full-time employees. However, part-time, reduced hours, and even some seasonal workers may also be eligible for benefits, depending on their situation and earnings.
Online Completion is Mandatory: Many believe that the form must be completed online. While the EDD provides an online option for convenience, applicants can also submit this form via mail or fax, offering flexibility for those without internet access or who prefer paper documentation.
Personal Doctor's Approval is Sufficient: Some think that approval from their personal doctor is enough for the claim to be accepted. Although a doctor's certification is required, it must meet specific criteria, and the EDD can request additional information or a second opinion.
DE 2501 is Only for Disability Claims: While commonly associated with Disability Insurance claims, the DE 2501 form is also used for Paid Family Leave (PFL) benefits. This broadens the scope of who can apply beyond those who are personally disabled.
Immediate Processing of Claims: There's an assumption that submitting the DE 2501 form guarantees immediate processing. In reality, processing times can vary, and delays can occur due to incomplete information or the need for additional documentation.
No Appeal Process: Some individuals mistakenly believe that decisions on the DE 2501 form are final. However, if a claim is denied, applicants have the right to appeal the decision and provide additional evidence to support their claim.
Benefits are Taxable: A prevalent misconception is that benefits received through DE 2501 claims are considered taxable income. In fact, Disability Insurance and Paid Family Leave benefits are not taxed at the federal level, though it's wise to consult with a tax professional for personal circumstances.
Clearing up these misconceptions can empower individuals to more confidently and accurately engage with the EDD DE 2501 form, ensuring they receive the support and benefits they are entitled to.
The EDD DE 2501 form is a crucial document for individuals in California seeking disability insurance benefits. Understanding how to properly fill out and use this form can streamline the process, ensuring you receive the support you need. Here are some key takeaways:
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