Stock plan awards

Receiving a stock plan award from your company is something to be proud of. It’s recognition of the value seen in you now and in the future. Get to know how your award works and the potential financial benefits it can bring.

Get to know your stock plan award

There are several types of stock awards, and they all work a bit differently. Find your award type below and learn about the key steps that occur throughout its lifecycle. If you’re not sure which type of award you received, log in to Fidelity NetBenefitsLog In Required and look for your stock plan on the home page. To learn more about Long-Term Incentive (LTI) Choice, review this brochure.


Restricted share unit (RSU)

An award of share units that is restricted until vesting requirements are met. Your company then distributes the value as either shares or cash.

Overview (PDF) | Watch video


Performance award

An award of stock or units that is restricted until vesting requirements are met and may be adjusted based on company-established performance goals.

Overview (PDF)


Stock options

An award that gives you the ability to purchase shares of company stock at a specified price for a fixed period of time.

Overview (PDF) | Watch video

Reinvestment of company stock dividends

A dividend is a payment made by a company to share its profits with its shareholders. If your company stock pays a dividend, it goes into your Stock Plan Account as cash by default. But you could use that money to purchase more shares of company stock. Call Fidelity Stock Plan Services (Fidelity) if you would like to reinvest your dividends.

How to contact Fidelity

Understanding stock compensation taxes

The Global Tax Guide provides information about the tax laws in various countries—including when taxation occurs, your tax-filing responsibilities, and the website of the national tax agency for more help.

Access the Global Tax Guide*


Missed or want to review a previously held educational workshop?

Global Mobility Workshop | Long-Term Incentive Plan Workshop

Additional resources

Transfer of assets (PDF)

Complete this form to transfer your company shares from Fidelity to another broker or intermediary account.

Your account on the go

Get the NetBenefits mobile app to sell stock and transfer cash from wherever you are.

App Store
Google Play

Withdrawal preferences (PDF)

Set up your withdrawal preferences now to help avoid delays getting cash from your account.

Transitioning from your job?

Learn about the impact of a job transition on your stock plan awards.

Self-service Calculator Table

Use this self-service calculator if you've been impacted by a divestiture or reduction in force.

About Your Statement (PDF)

This FAQ document will help you better understand your Stock Plan Account statement.