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Accepting and Declining Grants

A grant is the transaction by which your employer awards stock options, stock appreciation rights, restricted stock awards, or restricted stock units to you. The terms of your grant are determined by your grant agreement and your company's stock option, stock appreciation rights, restricted stock awards, or restricted stock units plan.

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How do I know if I have any unaccepted grants?

An Unaccepted Grants list appears on the Summary page for your stock plan account. To accept or decline an unaccepted grant, click Accept Grant or Decline Grant next to the grant.

How do I view the plan document or grant agreement?

Click View > Plan Information and Documents. For accepted grants, you can also click View Details, then click View Plan Document or View Grant Agreement on the View Details page. You can also view your plan document and grant agreement when you accept or decline an unaccepted grant.

Your plan information and documents are in PDF format. You must have the free Acrobat® Reader® to view and print the plan document.

How do I accept a grant?

On the Summary page, click Accept Grant next to the grant in the list of Unaccepted Grants. Once you've indicated that you've read the plan document and grant agreement, you can accept the grant by clicking Accept on the Grant Terms and Agreement page.

How do I decline a grant?

On the Summary page, click Decline Grant next to the grant in the list of Unaccepted Grants. Once you've indicated that you've read the plan document and grant agreement, you can decline the grant by clicking Decline on the Grant Terms and Agreement page.

What confirmation do I receive when I accept a grant?

When you accept a grant, you see a Confirmation page. This page specifies the grant's terms, and displays a unique number confirming your acceptance of your grant. If you contact Fidelity, use this number to identify your acceptance. You should print this confirmation for your records.

What confirmation do I receive when I decline a grant?

When you decline a grant, you see a Confirmation page. This page specifies the grant's terms, and displays a unique number confirming your election to decline your grant. If you contact Fidelity, you'll need to use this number to identify your decision. You should print this confirmation for your records

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