Employee Stock Option Exercise Request — Form Fields
This finance template includes 10 fields. Form for employees to formally request to exercise vested stock options. Free to customize and use on ZenBuild.
Employee Full Name (text, required)
Work Email (email, required)
Employee ID (text, required)
Number of Options to Exercise (number, required)
Grant Price Per Share (USD) (number, required)
Exercise Type (dropdown selection, required) — options: Cash Exercise, Cashless (Same-Day Sale), Sell-to-Cover, Hold All Shares
Stock Plan (dropdown selection, required) — options: ISO (Incentive Stock Option), NSO (Non-Qualified Stock Option), ESPP
Brokerage Account Number (if applicable) (text, optional)
Any special instructions or notes (long text, optional)
I confirm I have reviewed the tax implications of this exercise (checkboxes, required)
