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How to fill out the ESPP Enrollment-Change Form.doc online
The ESPP Enrollment-Change Form is essential for employees wishing to enroll in the Employees' Stock Purchase Plan or modify their deductions. This guide will assist you in accurately completing the form online, ensuring a smooth process.
Follow the steps to fill out the form effectively.
- Press the ‘Get Form’ button to retrieve the ESPP Enrollment-Change Form and open it in your preferred online editor.
- In the required personal information section, input your name as it appears on payroll, your email address, and your mailing address, including city, state, and zip code. Provide your Social Security Number in the specified format, and enter your date of hire.
- Under the Enrollment Agreement, read the statement about participation in the Plan carefully. Once understood, you will need to select your deduction method by filling out either section (a) or section (b). For (a), specify the percentage of your previous year's eligible compensation for deductions ensuring it does not exceed 10% or $21,250. For (b), indicate the maximum deduction allowed per pay period and ensure it meets the stipulated criteria.
- If you are making a change to your deductions, navigate to the Change in Deductions section. Similar to the enrollment step, indicate your desired deduction amount by filling out either section (a) or section (b) and adhere to the maximum deduction criteria.
- Select the effective date of enrollment or change from the provided options, ensuring that you note any corresponding due dates for your selection.
- If you are opting to terminate your deductions, provide your initials in the termination of deductions section, signifying your request for termination and acknowledgment of previous deductions.
- In the employee’s authorization section, ensure you provide your signature and the date you signed the form.
- Finally, review all entries for accuracy. Once verified, you can save any changes, download, print, or share the completed form as necessary.
Complete your ESPP Enrollment-Change Form online today for a seamless experience.
Offering Date: The offering date is the period when payroll deductions begin. Offering Period: The offering period is an extension of the offering date. The extension can be as long as a maximum of 27 months. Purchase Period: The purchase period is a subset of the offering period that generally occurs every six months.
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