--- title: Investment Proxy Access & Shareholder Proposal Form Template | Paperform description: Professional form template for institutional and activist shareholders to exercise proxy access rights, submit governance proposals, nominate board candidates, and coordinate say-on-climate voting campaigns. url: "https://paperform.co/templates/investment-proxy-access-shareholder-proposal-form" type: static generatedAt: "2026-04-03T00:49:15.180Z" --- [← Back to free form templates](/templates/) ![Investment Proxy Access & Shareholder Proposal Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/investment-proxy-access-shareholder-proposal-form.png) [Preview](https://_preview.paperform.co/ai-template/investment-proxy-access-shareholder-proposal-form) [Use this template for free](/create?ai-template=investment-proxy-access-shareholder-proposal-form) [Legal & Compliance Forms](/templates/category/legal/)[Financial & Accounting Forms](/templates/category/financial/) [Consulting](/templates/industry/consulting/)[Legal](/templates/industry/legal/)[Finance](/templates/industry/finance/) [Executive](/templates/role/executive/)[Lawyer](/templates/role/lawyer/)[Financial Advisor](/templates/role/financial-advisor/)[Investor](/templates/role/investor/)[Compliance Officer](/templates/role/compliance-officer/)[CFO](/templates/role/cfo/) About this free form template ### 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](https://stepper.io) 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. Built for growing businesses, trusted by bigger ones. Trusted by 500K+ business owners and creators, and hundreds of millions of respondents. ![Capterra - 4.8 out of 5](/images/capterra-st.jpg) ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg) ![G2 - 4.8 out of 5](/images/g2-st.jpg) [Try Paperform free now](/register) ## More templates like this [![Controlled Foreign Corporation (CFC) Investment Reporting Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/controlled-foreign-corporation-cfc-investment-reporting-form.png) ### Controlled Foreign Corporation (CFC) Investment Reporting Form Comprehensive form for reporting controlled foreign corporation investments, Subpart F income, GILTI, and foreign tax credit planning for U.S. taxpayers with international holdings.](/templates/controlled-foreign-corporation-cfc-investment-reporting-form/) [![Investment Whistleblower Protection Acknowledgment 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