Section 83(b) Election Form for Startup Equity

Streamline Your Section 83(b) Election Filing with Paperform

If you're a startup founder, employee, or advisor receiving restricted stock or equity, filing a Section 83(b) election with the IRS can save you thousands in taxes—but only if you file within 30 days of your grant date. This Section 83(b) Election Form template makes it simple to collect the right information, generate compliant documentation, and ensure timely filing.

Who needs this form?

This template is designed for:

• Startup founders receiving founder stock subject to vesting
• Early employees granted restricted stock or RSUs
• Legal and finance teams processing equity grants
• Startup attorneys supporting clients with 83(b) elections
• HR managers at growth-stage companies
• Advisors and consultants receiving equity compensation

Why use Paperform for Section 83(b) elections?

Time is critical with 83(b) elections—you have exactly 30 days from the grant date to file with the IRS, or you lose the tax benefit forever. This template helps you:

• Collect complete information from equity recipients in one organized form
• Generate filing-ready documentation with all required IRS details
• Include clear instructions for IRS submission, company notification, and record-keeping
• Automate confirmations with custom success messages and email notifications
• Track submissions to ensure compliance and proper documentation

The form captures taxpayer information, stock grant details, fair market value calculations, and provides recipients with step-by-step filing guidance—all in a professional, easy-to-complete format.

Automate your equity administration workflow

Connect this form to your broader startup operations using Stepper, Paperform's AI-native workflow builder. You can:

• Send completed 83(b) elections to your cap table management system
• Alert your CFO or legal team when new elections are submitted
• Create calendar reminders for 30-day filing deadlines
• Generate filing confirmation checklists for each recipient
• Update HR systems with equity grant documentation

For law firms and accounting practices supporting multiple startup clients, Paperform's Agency+ plan lets you manage 83(b) election forms across your entire client portfolio with white-label branding and centralized billing.

Built for compliance-focused teams

Paperform is SOC 2 Type II compliant and trusted by legal, finance, and HR teams at growing startups. With conditional logic, you can tailor the form based on grant type (founder stock, restricted stock, stock options), and use calculations to help recipients understand the tax implications of their election.

Whether you're a startup attorney streamlining client onboarding, an HR leader scaling equity programs, or a founder managing your first stock grants, this template gives you a professional, compliant way to handle Section 83(b) elections without expensive legal software or manual paperwork.