Stock & Incentive Plans

Create an employee incentive plan for your company with these template Stock & Incentive Plan Forms.

Create customized incentive plans for employees, directors, officers, managers and key personnel, including option agreements, incentive programs, bonus plans, directors and shareholders resolutions and other related documents.

All of these Stock & Incentive Plan Forms are available as downloadable documents which are fully editable to meet your needs.

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    • Checklist for Developing Employee Stock Option Plans

      Use this 6-page Checklist for Developing Employee Stock Option Plans in Private Companies to help guide you through the issues you need to consider and the questions that should be answered in order to set up an employee stock option plan for your company. Topics include: benefits to be derived fr...

      Price: $25.00 Learn More

    • Employee & Director Stock Option Plan

      Use this template to create a Stock Option Plan for key employees and directors of your company, as an incentive to help attract and retain the best people. Provisions of the plan include: Participation in the Plan is voluntary. Rights under the Plan are non-transferable by the participant (exce...

      Price: $25.00 Learn More

    • Employee Stock Purchase Plan by Interest Free Loan

      Give employees an opportunity to become shareholders in your company by way of an interest free loan with this Employee Stock Purchase Plan by Interest Free Loan template. The Plan will provide interest-free loans to eligible employees of the company as an incentive to allow them to purchase shar...

      Price: $25.00 Learn More

    • Notice of Grant of Stock Options

      Notify an employee that he/she is eligible for, and has been granted, stock options under your company's Employee Stock Option Plan with this Notice of Grant of Stock Options template. The Notice of Grant form sets out the number and class of option shares, the earliest and latest dates by which ...

      Price: $10.00 Learn More

    • Offer of Continued Employment with Phantom Equity

      Employers, provide incentives to a valued employee with this Offer of Continued Employment with phantom equity. Provisions of the employment offer include: The employment will continue at the current rate of compensation, with bonuses paid from surplus profit distribution. The employee will b...

      Price: $15.00 Learn More

    • Share Option Exercise Form

      Use this template to create a Share Option Exercise form, to be completed by a party that is entitled to purchase option shares (the optionee), and submitted to the company, along with payment for the shares, in order to exercise some or all of the optionee's share options. This is a generic corp...

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    • Stock Equivalent Agreement for Employee

      Employers, use this Stock Equivalent Agreement to provide additional incentives and compensation to your employees as a reward for their ongoing contribution to the company's success. The employee shall be paid deferred compensation each fiscal year based on the earnings per share of the company...

      Price: $15.00 Learn More

    • Stock Option Agreement

      Use this template to create a Stock Option Agreement, outlining the terms and providing a means for a company's directors and employees to purchase stock in the company. Provisions of the agreement include: The company grants an irrevocable option to the optionee to purchase the shares. To exe...

      Price: $25.00 Learn More

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