Stock Options Process Flow

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Improper practices in granting stock options can result in errors in tax filings which can have legal ramifications. There are many steps for the compensation team to take when it comes to granting employees with stock options. In this sample stock options process flow, we provide suggested steps to take when granting employee stock options to ensure all processes are appropriately followed. This sample stock options process flow shows steps such as: Approving individual and group stock options grants Preparing LTI agreements Entering information for individual grant Signing long-term incentive plan agreement Sending activity confirmation sheet to the compensation analyst This document should be used as a general guide to understand and review this business process. Organizations should customize this tool to ensure that it reflects their business operations and continuously monitor the process to ensure that the steps described are accurate.

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