Only file a claim for refund with the Employment Development Department if you are not required to file a California personal income tax return with the Franchise Tax Board (FTB) for that year.
FTB return: If you are required to file a California personal income tax return with the FTB, you must claim your refund on your California personal income tax return.
When to file: Claims must be filed within three years after the end of the calendar year in which the excess deductions were made.
Tax years: Excess SDI deductions may not be claimed for contributions made after tax year 2023.
Form W-2: You must attach copies of Forms W-2 verifying SDI amounts withheld, or a statement from the employer indicating the amount of SDI withheld.
| Question | Answer |
|---|---|
| Form Name | DE 1964 |
| Form Length | 2 pages |
| Fillable? | Yes |
| Fillable fields | 80 |
| Avg. time to fill out | 14 min |
| Edition | Rev 1-26 |
| Where to file | Employment Development Department, PO Box 826880, Special Processes Group MIC 100, Sacramento, CA 94280-0001 |
| Matches the agency's file | Yes, checked October 3, 2026 |
| Other names | DE 1964, DE1964, EDD DE 1964, EDD Form DE 1964, Claim for Refund of Excess California State Disability Insurance Deductions |
| Official source | DE 1964 (Rev 1-26), Employment Development Department |
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