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Incentive Stock Option Agreement
| Date: September 2010 Type: Legal Template Format: Word Document Size: 37 KB Pages: 1 | Registration required. Read Our Terms of Use |
This Word document is a template for an incentive stock option plan agreement. Developing a formal stock option agreement plan is required by the Board of Directors and various shareholder laws. This tool includes exercise price, grant price, grant date, vesting schedule, and much more.
Benefits
Using this tool, you will establish a consistent format for all employee stock option agreements. This tool will also serve as documentation for auditing purposes.
Time ROI
It takes on average 20 hours to develop an incentive stock option agreement. By using this tool you will save approximately 18 hours since all you have to do is review for company relevance.
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Format: Word Document | Free Download
This Word document is a template for a stock option request form. Developing a stock option request form is an important part of a stock option plan. This tool includes employee identification, type of shares purchases, type of transaction, delivery of shares, and other important information.
Format: Excel Document | Free Download
This Excel spreadsheet is a template for calculating changes to employee stock options when companies merge. Developing an option tracking spreadsheet before the merger is a good process to highlight potential issues and questions that employees will have during a merger. This tool tracks the number and value of shares, exercise price, cost basis, and conversion ratio before the merger and after the merger.
Format: Powerpoint Document | Free Download
This PowerPoint presentation is a template to guide you through what questions you will need to answer on employee stock options after a merger. This tool includes the purpose of the stock option plan, the number of options before the merger, the number of options after the merger, the appreciation in value, and much more.
Format: Word Document | Free Download
This Word document is a typical agreement and spousal consent form to be signed whenever options are granted to an employee, director, or selected consultant. It is designed to work well with the Legal - Sample Stock Option Plan. Developing a grant agreement notification is a required plan design consideration. This tool specifies the number of shares granted to an optionee, the grant price, types of shares granted and the term of the grant. In addition, we've included a Spousal Consent form and Exercise Notice.
Format: Word Document | Free Download
This Word document, filed with a U.S. state by a corporation's founders, describes the purpose, place of business, and other details of a corporation. This particular amendment concerns the corporation's stock -- classes of shares, number of shares approved for Common and Preferred, the rights and restrictions of preferred shareholders, etc. In order to establish a corporation, you must file Articles of Incorporation with the government. Any time this document is modified, an amended articles of incorporation must be filed. This tool includes the amendment's certification by the Board of Directors and deals with the corporation's stock -- classes of shares, number of shares approved for Common and Preferred, the rights and restrictions of preferred shareholders, and more.
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