Back to previous page

View All

> Sample Document

Plan Duration Forecast
Oct 24,2019

This is a simple spreadsheet that provides an example of how to calculate how many years before shares will need to be allocated to a stock plan.

Sample Grant Cover Letter - Award
Jul 19,2018

Sample cover letter to notify plan participants that they have received an award of stock or units.

Sample Grant Cover Letter - Stock Option
Jul 19,2018

Sample cover letter to notify plan participants that they have received a stock option grant.

Sample Email Notice of Online Grant
Jul 19,2018

Sample email to announce to stock plan participants that their grant agreement is available online.

Sample Grant Notice--Three Things You Need to Know About Your Grant
Jul 19,2018

Sample notification to plan participants that they have received an award or stock option. Includes a list of three things participants need to know.

  • 1
  • NEXT