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Company Stock Education
Top Articles
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Top Articles
Item 1 of 4 Top Articles
Item 1 of 4 Top Articles
Your equity awards, when life happens
Article
Learn about a few common events that can affect your awards, and the types of things you’ll need to think about.
Item 2 of 4 Top Articles
My restricted stock will vest soon-now what?
Article
Read about a few “to-dos” you'll have as the vesting date approaches
Item 3 of 4 Top Articles
Job loss and your equity awards
Article
As you clear off your desk and consider your next chapter, don’t forget about your stock compensation.
Item 4 of 4 Top Articles
Ten planning rules everyone with stock options needs to know
Article
Managing your stock options can be challenging. To get the most out of your company's stock plan, consider the following points.
Seminars & Videos
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Seminars & Videos
Item 1 of 5 Seminars & Videos
Item 1 of 5 Seminars & Videos
About Restricted Awards
Video
Item 2 of 5 Seminars & Videos
About Stock Option exercise methods
Video
Item 3 of 5 Seminars & Videos
About Stock Options
Video
Item 4 of 5 Seminars & Videos
About Performance Awards
Video
Item 5 of 5 Seminars & Videos
About Stock Appreciation Rights
Video
Informational Guides
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Informational Guides
Item 1 of 19 Informational Guides
Item 1 of 19 Informational Guides
How to set up your Benefits OnLine access
Article
Step-by-step demo
Item 2 of 19 Informational Guides
How to accept your equity awards
Article
Step-by-step demo
Item 3 of 19 Informational Guides
How to open a Merrill brokerage account for your equity awards (U.S. participants)
Article
Step-by-step demo
Item 4 of 19 Informational Guides
How to open a Merrill brokerage account for your equity awards (non-U.S. participants)
Article
Step-by-step demo
Item 5 of 19 Informational Guides
How to transfer money from your Merrill brokerage account
Article
Step-by-step demo
Item 6 of 19 Informational Guides
How to sell shares
Article
Step-by-step demo
Item 7 of 19 Informational Guides
How to model the value of your equity awards
Article
Step-by-step demo
Item 8 of 19 Informational Guides
How to update your Merrill brokerage account address on Benefits OnLine
Article
Step-by-step demo
Item 9 of 19 Informational Guides
A guide to your account
Article
Use this guide to become familiar with Benefits OnLine, and learn how to take important actions related to your equity awards.
Item 10 of 19 Informational Guides
How to accept a grant
Article
You can accept awards granted to you through your equity plan on the Benefits OnLine website at benefits.ml.com.
Item 11 of 19 Informational Guides
Opening your Merrill brokerage account
Article
You need to open a Merrill Limited Individual Account (LIIA) before you can conduct any transactions related to your equity awards.
Item 12 of 19 Informational Guides
A guide to Restricted Awards
Article
Use this guide to become familiar with your awards and how to take important actions related to Restricted Stock.
Item 13 of 19 Informational Guides
A guide to Performance Awards
Article
Use this guide to become familiar with your awards and how to take important actions related to Performance Awards.
Item 14 of 19 Informational Guides
How to make a tax election
Article
It's easy to elect how to pay taxes on the payment from a restricted or performance award on Benefits OnLine at benefits.ml.com.
Item 15 of 19 Informational Guides
A guide to Stock Appreciation Rights
Article
Use this guide to become familiar with your awards and how to take important action related to Stock Appreciation Rights.
Item 16 of 19 Informational Guides
A guide to Stock Options
Article
When you receive a stock option grant, you get the opportunity to purchase your company's stock at a set price for a specific period.
Item 17 of 19 Informational Guides
How to make a tax status change
Article
It's important that your tax information is up to date and the address listed on your Merrill brokerage account is current.
Item 18 of 19 Informational Guides
Help for participants outside of the U.S.
Article
Instructions for setting up access to Benefits OnLine, viewing the site in a preferred language and calling Merrill toll‐free.
Item 19 of 19 Informational Guides
Instructions for completing Form W-8BEN on Benefits OnLine
Article
Follow these instructions to make sure your Form W-8BEN is complete and accurate. Available in multiple languages.
These articles, videos and tools are brought to you by Bank of America, Better Money Habits®, and Merrill.