Get Employee Stock Option Notice Of Intent And Agreement

Filling out the Employee Stock Option Notice Of Intent And Agreement online is a crucial process for individuals looking to exercise their stock options. This guide will assist you through each section of the form to ensure accurate completion.

Follow the steps to successfully complete the form online.

1. Click 'Get Form' button to access the Employee Stock Option Notice Of Intent And Agreement and open it in the online editor.
2. In the 'Account Owner' section, enter your full name, phone number, Social Security or Taxpayer ID Number, and Fidelity Account Number. Remember, your phone number may be used for any follow-up questions but will not change your account information.
3. Indicate whether you are a control person or affiliate by checking the appropriate box if applicable. This relates to your relationship with the issuer as defined under SEC Rule 144.
4. Review the instructions to Fidelity. You will request payment for exercising your stock options. Fill in the name of the company that is issuing the options in the designated field.
5. Confirm your understanding of the implications of exercising your options. This includes acknowledging potential tax implications and Fidelity's disclaimers regarding liability.
6. Indicate whether or not you would like Fidelity to verify your stock options with the issuers by checking one of the provided boxes.
7. Provide the name and phone number of your Plan Administrator, if applicable, to facilitate any necessary communication regarding the exercise of your options.
8. In the 'Notice of Intent to Exercise' section, provide detailed information on the options you intend to exercise, including the number of shares, grant price, and grant dates.
9. Complete the form by signing and dating it at the bottom. Ensure all entries are accurately filled before submission.
10. After completing the form, you can save your changes, download the document, print it, or share it as necessary.

Complete your Employee Stock Option Notice Of Intent And Agreement online now for a seamless experience.