Get Emi Form

Filling out the Emi Form online is an essential step in notifying the relevant authorities about the grant of Enterprise Management Incentives options. This guide walks you through each section of the form, ensuring you can complete it accurately and efficiently.

Follow the steps to successfully complete the Emi Form online.

1. Click ‘Get Form’ button to obtain the document and open it in the editor.
2. Begin by entering the name of the company whose shares are under option in the designated field.
3. Next, provide the registered office address of the company and its Company Registration Number (CRN). Also, include the postcode.
4. Enter the name of the employing company giving this notice along with its Corporation Tax reference.
5. For the option details, input the actual market value per share at the time the option was granted.
6. Fill in the full name of the employee to whom the option has been granted and their National Insurance number.
7. Specify the date the option was granted using the format DD MM YYYY.
8. Indicate whether the market value of shares at the time the option was granted has been agreed with Shares and Assets Valuation, choosing either 'Yes' or 'No.'
9. Input the maximum number of shares over which this option is granted and the exercise price per share.
10. Provide the details of all options held by the employee, including total unrestricted market values for unexercised EMI options and Company Share Option Plan (CSOP) options.
11. If this is a notification about a replacement option, include the name of the company that originally granted the option, the date of that grant, and the CRN of the original company.
12. In the declaration section, the employee must fill in their full name, sign, and confirm their working hours or percentage of working time.
13. A director or secretary of the employer company must also declare their full name, sign, and confirm the availability of the option agreement for inspection.
14. Lastly, declare whether the option meets the requirements of Schedule 5 Income Tax (Earnings and Pensions) Act 2003, choosing either 'all of the shares' or 'some of the shares' and specifying the number of shares if applicable.
15. Once all sections are filled out accurately, you can save your changes, download the form, print it for physical submission, or share it as needed.

Complete your Emi Form online today to ensure timely compliance!