4
FIDELITY STOCK PLAN SERVICES, LLC How to enroll in your Employee Stock Purchase Plan Your company stock plan can be an important benefit for you. Just follow these easy steps to activate your Stock Plan Account and enroll in your plan. 1. Type NetBenefits.com into your browser address bar. 2. Click the Outside U.S. Employees tab. 3. If you are a new user, you will need to complete the new user registration. You will be required to enter your: • Participant Number (begins with an “i” and is provided by Fidelity Stock Plan Services). • Employee ID (provided by your employer) • Date of birth 4. Create a username, password and security question. Click Submit and then Log in. 5. From the Plan Summary screen, click Activate. If you have already activated your account, you can skip to Step 10 to enroll. Screenshot is for illustrative purposes only. If you are not a U.S. citizen, enter your country of citizenship. Screenshots are for illustrative purposes only. 6. Enter your personal information.

How to enroll in your Employee Stock Purchase Plan STOCK PLAN SERVICES, LLC How to enroll in your Employee Stock Purchase Plan Your company stock plan can be an important benefit for

  • Upload
    leminh

  • View
    223

  • Download
    0

Embed Size (px)

Citation preview

FIDELITY STOCK PLAN SERVICES, LLC

How to enroll in your Employee Stock Purchase Plan

Your company stock plan can be an important benefit for you. Just follow these easy steps to activate your Stock Plan Account and enroll in your plan.

1. Type NetBenefits.com into your browser address bar.

2. Click the Outside U.S. Employees tab.

3. If you are a new user, you will need to complete the new user registration. You will be required to enter your:

• Participant Number (begins with an “i” and is provided by Fidelity Stock Plan Services).

• Employee ID (provided by your employer)

• Date of birth

4. Create a username, password and security question. Click Submit and then Log in.

5. From the Plan Summary screen, click Activate.

If you have already activated your account, you can skip to Step 10 to enroll.

Screenshot is for illustrative purposes only.

If you are not a U.S. citizen, enter your country of citizenship.

Screenshots are for illustrative purposes only.

6. Enter your personal information.

Screenshot is for illustrative purposes only.

7. Review and confirm your account and personal information. Click Confirm My Information to continue.

Screenshot is for illustrative purposes only.

8. Read the Participant Agreement and select Yes if you agree to its electronic delivery. Then select I Agree to agree to the terms.

Screenshot is for illustrative purposes only.

9. You have activated your Stock Plan Account. If you are not a U.S. citizen, you will need to certify your W-8 status, to avoid additional tax withholding in the U.S. Click Continue to Plan Summary to proceed.

Since you are not a U.S. citizen or resident alien, you’ll need to certify your W-8 status on the Plan Summary page.

Continue to Plan Summary

10. Foreign Status Certification is required. Click Certify your account for foreign status and answer all the questions. It will take approximately 5–10 minutes to complete.

Screenshot is for illustrative purposes only.

Screenshot is for illustrative purposes only.

12. Enrollment Agreement and Elections Enter the payroll deduction that you would like to deduct from each paycheck.

13. Click Next to accept the agreement and continue enrollment.

Screenshot is for illustrative purposes only.

14. Review and Submit Enrollment and Elections• Review the payroll

deduction information that you entered. Click Next to submit this information.

• If the information is incorrect or you want to make changes, click Previous to return to the Enrollment Agreement and Elections screen.

Once you have activated your account, you may now enroll in the ESPP.

11. From the Plan Summary screen, click the Enroll link.

Screenshot is for illustrative purposes only.

Fidelity Stock Plan Services, LLC INTL-AO-0917© 2017 FMR LLC. All rights reserved.629290.11.0 1.919370.112 36/31337

15. Note Your Confirmation Number After submitting your enrollment and election information, you will receive a confirmation number. Make a note of it and keep it for your records.

Screenshot is for illustrative purposes only.

xxxxxxxx

For further assistance, contact a Fidelity Stock Plan Services Representative. Representa-tives are available Monday through Friday, from 8 a.m. to 8 p.m. local time, excluding holidays of the New York Stock Exchange, except Good Friday. Calling instructions can be found at Fidelity.com/globalcall.

FIDELITY STOCK PLAN SERVICES, LLC