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| If you have stock options in a plan that is administered by Fidelity log in to view model or exercise options. |
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| If your stock options are not managed by Fidelity we can help you exercise them. Please call our Stock Option Plan representatives at 800-544-3929 to get started. |
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Download the Employee Stock Option Notice of Intent and Agreement (PDF) and the Irrevocable Stock or Bond Power Form (PDF), complete and fax the forms to
(859) 392-4202. Or you may return the forms to: |
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| If you are not a Fidelity customer, you must open a Fidelity Account. You can open a Fidelity Account online. |
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To talk to a Fidelity Stock Option Plan representative call
800-544-3929 between 8:00 a.m. – 12:00 a.m. Eastern time. |
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| You can exercise your stock options over the phone, and the proceeds will be deposited in your Fidelity Account. Call Fidelity Investments at 800-544-3929 and the Fidelity Stock Option Plan representative will take the following information: |
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Which grant(s) you'd like to exercise. |
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The type of exercise you wish
to initiate See Exercising Stock Options for more information. |
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If you initiate an exercise-and-sell transaction, it's important to specify either a limit price or an order to sell at the market price. If you initiate an exercise-and-sell transaction, you'll receive the gain on the exercise of your stock options, less
applicable taxes, brokerage commissions and fees; |
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If you initiate an exercise-and-hold transaction you will have to pay the stock option cost, plus applicable taxes (for Non-Qualified Stock Options), commissions, and any fees. You will need to have funds in either cash, or margin (if you are approved for margin) at the time of exercise. |
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| The representative will call to confirm the stock options are vested. The exercise cannot be placed until vesting is confirmed by your plan administrator. The exercise cannot be placed until vesting is confirmed by your plan administrator. |
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| The proceeds of your transactions (except exercise-and-hold and exercise-and-sell-to-cover transactions for Incentive Stock Options) will be deposited into your Fidelity Account after Fidelity receives the certificates from your exercised stock options. At this point, the certificates would be deposited into your Fidelity Account to cover the selling of the stock and the proceeds would be available the next business day. A Fidelity trade confirmation will be mailed the next business day after the transaction. |
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| Once the proceeds from your transaction are deposited into your Fidelity Account, you may take advantage of any of the services offered through Fidelity. Learn more about the services available for your Fidelity Account. |
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Overview
