Employee Stock Award Acceptance Form

Streamline Your Equity Compensation Process with Paperform

Managing employee stock awards shouldn't require mountains of paperwork and back-and-forth emails. Whether you're issuing Restricted Stock Units (RSUs), performance share grants, or other equity compensation, our Employee Stock Award Acceptance Form template helps HR teams and finance departments create a seamless, professional experience for employees receiving equity awards.

Why Digital Stock Award Forms Matter

For growing companies offering equity compensation, paper-based processes create bottlenecks, compliance risks, and confused employees. A well-designed digital acceptance form ensures every recipient clearly understands their grant details, vesting schedule, and tax obligations—while giving your HR and legal teams the documentation they need for proper record-keeping and regulatory compliance.

This template is specifically built for HR managers, compensation specialists, finance teams, and startup founders who need to efficiently administer stock award programs while maintaining professional standards and legal compliance.

What's Included in This Template

This comprehensive stock award acceptance form captures all the essential information you need:

• Employee and grant identification – Collect employee details and unique grant reference numbers for accurate tracking
• Award type selection – Differentiate between RSUs, performance shares, stock options, and other equity vehicles
• Grant details acknowledgment – Ensure employees understand the number of units/shares, grant date, and fair market value
• Vesting schedule confirmation – Clear acknowledgment of cliff periods, vesting timelines, and acceleration triggers
• Tax withholding elections – Let employees choose their preferred withholding method (sell-to-cover, cash payment, etc.)
• Regulatory and policy acknowledgments – Confirm understanding of company policies, insider trading rules, and grant agreement terms
• Digital signature – Capture binding acceptance with Paperform's built-in signature field

Perfect for Every Stage of Growth

Whether you're a startup issuing your first equity grants or an established company managing hundreds of awards annually, this template adapts to your needs. It's ideal for:

• Tech startups and SaaS companies offering RSUs as part of compensation packages
• HR departments in mid-market companies rolling out performance share programs
• Compensation consultants managing equity programs for multiple clients
• Finance teams ensuring compliance with tax withholding requirements
• Legal departments maintaining proper documentation for SEC and IRS compliance

How Paperform Enhances Your Equity Administration

Paperform transforms this traditionally complex process into a smooth, professional experience:

Professional, on-brand experience – Unlike generic form builders, Paperform lets you match your company's branding with custom fonts, colors, and layouts. Your stock award acceptance form can feel like a natural extension of your employee experience, not a clunky third-party tool.

Conditional logic for complex scenarios – Different award types require different information. Use Paperform's conditional logic to show relevant fields based on award type, employment status, or jurisdiction—keeping the form simple for employees while capturing all necessary details.

Secure document management – Equity grants involve sensitive financial information. Paperform is SOC 2 Type II compliant with enterprise-grade security, ensuring employee data and grant details remain protected.

eSignature integration with Papersign – After employees accept their award through your Paperform, automatically send the formal grant agreement for eSignature via Papersign. This creates a seamless flow from initial acceptance to fully executed legal documents, with everything linked to the original submission for a complete audit trail.

Automated workflows with Stepper – Connect your form to Stepper to automate your entire equity administration workflow. When an employee submits their acceptance, automatically create records in your equity management system, notify your legal and finance teams, generate personalized grant agreements, update your HRIS, and schedule vesting milestone reminders—all without manual intervention.

Real-time tracking and reporting – Know exactly who has accepted their grants, who still needs to respond, and what tax elections employees have made. Export data to your equity management platform, or use Paperform's built-in analytics to track acceptance rates and identify any bottlenecks in your process.

Compliance and Documentation Made Simple

Proper documentation of stock award acceptance isn't just good practice—it's often a legal requirement. This template helps you:

• Maintain IRS compliance with proper tax withholding election documentation
• Satisfy SEC requirements for insider trading policy acknowledgment
• Create audit trails showing exactly when and how employees accepted grants
• Standardize your process across different award types and employee levels
• Reduce legal risk by ensuring consistent, clear communication of terms and conditions

Integration with Your Existing Tools

Paperform connects seamlessly with the tools you already use for equity administration and HR management. Send acceptance data directly to:

• Equity management platforms like Carta, Shareworks, or Certent
• HRIS systems including BambooHR, Workday, or Rippling
• Spreadsheets via Google Sheets or Airtable for custom tracking
• Communication tools like Slack to notify relevant stakeholders
• CRM and project management systems to trigger downstream workflows

With thousands of integration possibilities through Stepper, Zapier, Make, or webhooks, you can build exactly the workflow your team needs.

Get Started in Minutes

This template is ready to use out of the box, but fully customizable to match your specific equity program details. Adjust the award types, add custom fields for your vesting schedules, modify tax withholding options to match your plan documents, and update policy acknowledgments to reflect your company's specific requirements.

For HR teams and finance professionals managing equity compensation, Paperform offers the perfect balance of ease-of-use and powerful functionality. You don't need to be a developer to create professional stock award acceptance forms that work flawlessly across devices, integrate with your existing systems, and provide the documentation and compliance your legal team requires.

Ready to modernize your equity administration? Start with this template and experience how Paperform can transform one of HR's most complex processes into a smooth, efficient workflow that employees actually appreciate.