Form documents are the set of documents that your lawyer prepares for common situations like granting options or transferring shares.

Each form document will have blanks for information like your employee's name, the date, and the number of shares so that you can re-use the same document for every option grant.

A common set of form documents includes:

  • Option Grants for US employees with Early Exercise

  • Option Grants for US employees without Early Exercise

  • Option Grants for international employees with Early Exercise

  • Option Grants for international employees without Early Exercise

  • Notice of Exercise (if required)

  • Transfer Notice or Transfer Agreement

We recommend uploading your form documents to Pulley so that you can take advantage of issuing options directly on Pulley. Learn about the process here.

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What form documents do I need to upload to Pulley?

Options

  1. Form of Option Grant

    1. There could be multiple versions depending on the lawyer - one for ISOs, one for NSOs, one for international, one for early exercise

  2. Equity Plan

See example docs you can use for your Options' form documents.


Restricted Stock Awards (RSAs)

  1. Form of Restricted Stock Purchase Agreement (if stakeholder is paying in cash)

  2. Form of Restricted Stock Grant (if services)

  3. 83(b)

  4. Equity Plan

See example docs you can use for RSAs' form documents.

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