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Employee Stock Purchase Plan (ESPN) Enrollment/Change Form Offering Period: October 1, 2015, March 31, 2016, Instructions: To participate in the above stated offering period (Offering) under the On
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How to fill out employee stock purchase plan

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How to fill out employee stock purchase plan

01
Obtain the necessary forms from your employer to enroll in the employee stock purchase plan.
02
Review the terms and conditions of the plan to understand the eligibility criteria and the maximum percentage of your salary that can be contributed.
03
Determine the amount you wish to contribute from your salary towards purchasing company stocks and calculate the corresponding percentage.
04
Complete the enrollment form by providing your personal details, employment information, and the desired contribution percentage.
05
Submit the completed form to the designated department or individual responsible for managing the employee stock purchase plan.
06
Wait for confirmation of your enrollment and receive information regarding the specific dates for purchasing company stocks.
07
On the designated purchase date, ensure that the necessary funds are available in your payroll account to cover the contribution amount.
08
Participate in purchasing company stocks at the pre-determined discount or at the market price, depending on the terms of the plan.
09
Receive the purchased stocks and any relevant documentation.
10
Review your investment strategy and consult with a financial advisor, if needed, to make informed decisions regarding the management of your acquired company stocks.

Who needs employee stock purchase plan?

01
Employee stock purchase plans are beneficial for individuals who:
02
- Want to become shareholders of their employing company
03
- Wish to build a long-term investment portfolio with discounted company stocks
04
- Desire to align their financial interests with the success of the employing company
05
- Seek potential tax advantages associated with participating in employee stock purchase plans
06
- Are interested in diversifying their investment portfolio beyond traditional options
07
- Have confidence in the future growth and profitability of their employing company
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An employee stock purchase plan (ESPP) is a company-run program in which employees can purchase company stock at a discounted price.
Employers who offer ESPPs are required to file forms with the IRS to report information about the plan.
Employers must report detailed information about the ESPP, including participant contributions, purchases of company stock, and any discounts offered.
The purpose of an ESPP is to provide employees with an opportunity to purchase company stock at a discounted rate, which can help employees build wealth and increase their stake in the company.
Employers must report participant contributions, purchases of company stock, discounted rates offered, and any other relevant information about the ESPP.
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