Benefits OnLine | Education Center Company Stock Education

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Retirement planning and your equity awards

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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.

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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

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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.

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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.

Work Article estimated time to read 5 min

Seminars & Videos

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Item 1 of 5 Seminars & Videos

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Informational Guides

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Item 1 of 11 Informational Guides

Item 1 of 11 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 2 of 11 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 3 of 11 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 4 of 11 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 5 of 11 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 6 of 11 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 7 of 11 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 8 of 11 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 9 of 11 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 10 of 11 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 11 of 11 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.