Get Letter Of Intent To Exercise Stock Option - Td Ameritrade

Filling out the Letter of Intent to Exercise Stock Option with TD Ameritrade can be a straightforward process when you understand the necessary components. This guide will provide step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your account number in the designated field. Ensure the number is accurate to avoid processing delays.
3. Print your full name as requested: include your first, middle, last, and any suffix.
4. Input your primary phone number. You also have the option to enter a secondary phone number for contact purposes.
5. Specify the number of shares you wish to exercise in the designated field. Ensure this number aligns with your stock options.
6. Indicate the security name and stock symbol corresponding to the shares you are exercising.
7. Provide the grant price per share. This price is essential for calculating the total exercise cost.
8. Calculate the total exercise cost by multiplying the number of shares by the grant price per share, and enter this amount.
9. Select your trade instructions: either opting for a same-day sale or deciding to hold some shares. Follow the instructions carefully based on your choice.
10. If applicable, enter the number of shares you wish to sell and those you want to keep in your account.
11. Complete the signature field, ensuring it is signed and dated accurately. If joint ownership applies, ensure co-owner signoff is gathered.
12. After filling out the form, save your changes, and choose to either download, print, or share the completed document as needed.

Complete your Letter of Intent To Exercise Stock Option online today for a seamless process.