Investment Proxy Access & Shareholder Proposal Form

Streamline Corporate Governance Activism with Paperform

For institutional investors, activist shareholders, and ESG-focused funds, exercising proxy access rights and submitting shareholder proposals shouldn't require mountains of paperwork and complex coordination. This Investment Proxy Access & Shareholder Proposal Form template helps asset managers, pension funds, endowments, and individual shareholders engage in corporate governance activism efficiently and professionally.

Whether you're nominating independent directors to the board, proposing climate-related shareholder resolutions, or coordinating say-on-pay and say-on-climate voting campaigns, this template captures all the critical information—ownership verification, proposal details, supporting documentation, and coordination preferences—in one secure, compliant workflow.

Built for institutional governance teams and activist investors

This template is designed for:

• Asset managers and institutional investors exercising proxy access rights under Rule 14a-8
• Pension funds and endowments advancing ESG and climate governance initiatives
• Activist shareholders coordinating board nomination campaigns and governance reforms
• Legal and compliance teams managing shareholder proposal deadlines and SEC filings
• Investment advisors representing clients in corporate governance matters

Automate proposal workflows with Stepper

Once a shareholder submits their proxy access request or proposal through Paperform, use Stepper to automate what happens next. Route board nominations to legal review, trigger SEC filing preparation workflows, coordinate with co-filers, schedule stakeholder meetings, and keep your governance team synchronized across CRM, project management, and document management systems—all without code.

Secure, compliant and audit-ready

With SOC 2 Type II compliance, role-based permissions, and detailed submission tracking, Paperform provides the security and audit trails that institutional governance work demands. Connect submissions to your existing compliance systems via native integrations or Stepper workflows, ensuring every proposal and proxy access request is properly documented and tracked.

Start with this template and customize the questions, conditional logic, and integrations to match your firm's governance protocols and shareholder engagement strategy.