Stock Options and Incentive Plans

Create an incentive plan for your employees, directors, officers and consultants with these customizable Stock Option Forms.

  • A stock incentive plan can help you attract top-notch people to work for your company, and reduce staff turnover.
  • Employees who own a share of the business have a vested interest in its success, which leads to better productivity and a higher level of employee loyalty.
  • Stock options are also a great way to reward the key people in your organization for their dedication and hard work.
  • These are downloadable legal forms which can be easily customized for your specific needs.
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CANADA

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UNITED STATES

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Picture of Ontario Key Personnel One-Off Grant of Stock Options

Ontario Key Personnel One-Off Grant of Stock Options

Give your key personnel an incentive to stay with the company by issuing them stock options. This One-Off Grant of Stock Options template is for Ontario corporations.

  • The grant of option is for a percentage of the participating common shares on a fully diluted basis.
  • Option shares are non-voting, but they otherwise have all the same rights as the other common shares.
  • The option vests fully immediately upon issue of the grant, however, the optionee must be employed by the company to exercise all or any part of the option.
  • Unexercised options expire 90 days after the death of the optionee.
  • This template is downloadable and fully editable to fit your business needs.
  • Intended for use only in the Province of Ontario, Canada.
$29.99
Picture of Ontario Resolutions to Set Up Employee Stock Option Plan

Ontario Resolutions to Set Up Employee Stock Option Plan

Authorize the establishment of an Employee Stock Option Plan (ESOP) to issue stock options to key personnel with this Resolutions Package for Ontario corporations.

  • This forms package contains:
    • Resolutions of the Shareholders approving the ESOP.
    • Resolutions of the Directors authorizing the corporate officers to take all necessary actions to establish the ESOP.
    • Resolutions of the Directors approving a policy statement outlining the Plan and implementing the ESOP.
    • Resolution of the Directors granting stock options to certain employees, directors and consultants.
  • The forms are available as a single downloadable MS Word file, which is fully editable.
  • Intended to be used only in the Province of Ontario, Canada.
$6.29
Picture of Ontario Sweat Equity Agreement

Ontario Sweat Equity Agreement

Prepare a Sweat Equity Agreement with a third party who will provide services to your company in exchange for shares with this downloadable template for Ontario businesses.

  • Shares in the company are offered to an independent contractor who will provide services to the company in exchange for an option to purchase shares.
  • The contractor will not be paid any fees for the services but will be reimbursed for pre-approved expenses.
  • The share option will vest after the services have been fully performed, provided the contractor is not in default under the agreement.
  • Upon purchase of the shares, the contractor agrees to become a party to the company's shareholder agreement.
  • This is a downloadable legal form template which is fully editable to fit your business needs.
  • Intended to be used only in the Province of Ontario, Canada.
$29.99
USA Restricted Stock Award Plan

Restricted Stock Award Plan | USA

With this easy template, you can set up a Restricted Stock Award Plan for your company, under current United States securities legislation.

  • Under this type of Plan, a company can provide incentives to its key personnel through awards of restricted shares of common stock.
  • The company will reimburse the employee for any amounts he/she has to pay as a consequence of any such award (such as income tax).
  • Stock subject to an award is forfeited if the participant ceases to work for the company or retires within a specified time after the date of the award.
  • If a participant dies, his or her estate retains the stock.
  • Incentives like this Restricted Stock Award Plan help attract and retain top flight talent. Download the template for your business.
  • Intended to be used only in the United States.
$17.99
Picture of Share Option Exercise Form

Share Option Exercise Form

Exercise your option to purchase option shares from a corporation with this free Share Option Exercise form.

  • This form can be used by any person or firm which is entitled to purchase shares under a stock option plan.
  • The optionee must complete and present the form to the company, along with payment for the shares.
  • This is a free downloadable form in MS Word format.
$0.00
USA Stock Appreciation Rights Agreement

Stock Appreciation Rights Agreement | USA

Grant Stock Appreciation Rights to key personnel in your company under the terms of this template Agreement.

  • The Agreement is between the company and one of its key personnel, pursuant to a Stock Appreciation Rights (SAR) Plan.
  • The employee is being granted a number of SARs with respect to common shares issued to the employee as compensation for performance.
  • Upon being exercised, the SARs will give the employee the right to receive a cash payment of the difference between the between the Fair Market Value (FMV) and the Base Price of a single share of common stock in the company.
  • The Agreement sets out the number of SARs being granted, how they are to be exercised, the term of the exercise period, and other conditions relating to the employee's rights and obligations under the SAR Plan.
  • The Agreement is governed by the securities laws of the United States.
$12.49
Picture of Stock Appreciation Rights Plan for Employees and Officers | USA

Stock Appreciation Rights Plan for Employees and Officers | USA

Set up a phantom stock program for employees and officers of a U.S. company under this Stock Appreciation Rights (SAR) Plan.

  • SAR Rights will be awarded as a reward for significant contributions, and as a means of attracting and retaining quality personnel.
  • The Plan includes provisions for exercise of Rights within a specified time following termination of employment, retirement, death or disability of a participant.
  • If the share capital is subdivided or reorganized, the number of SARs under the Plan will be adjusted proportionally.
  • SARs are not transferrable except under a will or by law of descent.
  • The digital template also contains a Stock Appreciation Rights Agreement to be signed by the participant receiving the SARs.
  • This is a digital download that is fully editable and can be easily customized to fit your requirements.
  • Intended to be used only in the United States.
$29.99
Picture of Stock Appreciation Rights Plan for Non-Employee Directors | USA

Stock Appreciation Rights Plan for Non-Employee Directors | USA

Establish a Stock Appreciation Rights (SAR) Plan for non-employee directors of a USA company under the terms of this downloadable template.

  • The longer the participant has contributed services to the company, the more SAR Rights are vested.
  • Rights become fully vested upon the death, disability or retirement of a participant, or upon a merger, consolidation or disposition of substantially all of the company's assets.
  • Upon any subdivision or reorganization of the share capital of the company, the number of SARs under the Plan will be adjusted proportionally.
  • Rights under the Plan are not transferrable.
  • Available in MS Word format and fully customizable.
  • Intended to be used only in the United States.
$19.99
Picture of Stock Equivalent Agreement for Employee

Stock Equivalent Agreement for Employee

Provide additional incentives to your employees as a reward for their ongoing contributions with this customizable Stock Equivalent Agreement.

  • The employee will be paid deferred compensation each fiscal year based on the earnings per share of the company.
  • The deferred compensation will be paid on the 3rd anniversary of the last day of the fiscal year, the death, disability or retirement of the employee, or the employee's resignation from the company, whichever is first to occur.
  • The employee's right to receive deferred compensation is forfeited if the employee is terminated for cause.
  • Non-competition clause which states that the company is not obligated to make any payments if the employee is engaged in any activity which competes with the company.
  • The Stock Equivalent Agreement is another way for an employer to incentivize employee loyalty and dedication. Buy, download, personalize, print and sign.
$17.99
USA Stock Option Plan for Outside Directors

Stock Option Plan for Outside Directors | USA

Does your corporation want to attract high profile outside directors? A good incentive program is key - like this Stock Option Plan for U.S. companies.

  • Participants in the Plan will be granted annually a number of non-qualified stock options to purchase shares of the company's common stock for each year of the Plan in which they serve as a director of the company or any of its subsidiaries.
  • Participants can elect to receive deferred compensation stock options in lieu of all or part of the fees payable to them for service on the Board.
  • This Stock Option Plan can help your company attract and retain non-employee directors with valuable experience to enhance your Board.
  • Intended for use only in the United States.
$29.99
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