Do your stakeholders need to file 83(b) elections after early exercising option grants or after being granted RSAs with unvested shares? Pulley guides your stakeholders through submitting their form, whether they prefer online through IRS.gov or by mail.
Stakeholder view:
After submitting an early exercise request, select View 83(b)
On the next page, select whether you would like to do an electronic submission or postal mail.
If submitting an electronic submission:
Click the Start Filing button
Review the details in the pop up window and select to Continue to the IRS.gov
Log into your existing id.me account or create a new account to begin the process
Once logged in, copy the information in the pop up window in Pulley for easy online filing.
Once you’ve submitted the 83(b) to the IRS, upload a copy to Pulley for company records and hit Submit
If submitting by postal mail:
Enter additional information to be filled into your generated 83(b). This information will not be stored in Pulley
Download, print, and sign your form
Send your signed form (with tracking) to the appropriate IRS office for your location
Upload your filed form to Pulley for company records and hit Submit
Company admin view:
If your stakeholder needs to be reminded to send in their 83(b):
Send them an 83(b) reminder email using the 83(b) tracker.
The stakeholder will receive an email like this:
If your stakeholder never accepted the invite to their security:
You can nonetheless still see if they're missing their 83(b) election by using the tracker. Once the 83(b) election has been uploaded to the security in the dedicated 83(b) Election space, the security will no longer appear on the tracker.
Tags: 83b, options exercise, exercising options, exercise request