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FT Solutions, Inc. (FTSI) assumes all of the
typical record keeping and reporting functions associated with both Incentive
Stock Options (ISOs) and Non-Qualified Stock Options (NQSOs). Our
administration process complies with all IRS, SEC and FASB Regulations.
Administration of your Stock Option Plan is available as an outsourcing solution
or a software solution.
The
following is a listing of a number of the functions included in FT Solutions, Inc.’s
Stock Option Plan Administrative Services, in both the outsourcing and
software solutions. This listing is not all
inclusive but is intended to give interested parties a general idea of the scope
of the record keeping, accounting and documentation features available.
1.
Record Keeping & Documentation
-
Option
Grants - Notices & Agreements
-
Option
Status - Vesting & Outstanding
-
Option
Exercises - Preliminary Cost and Actual
-
Options
Cancelled
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Options
Expired
-
Options
Repriced
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2.
Reports
-
ISO
Grants
-
ISO
Vesting Limits
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NQSO
Grants & Compensation
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NQSO
Compensation Amortization
-
ISO
Exercises
-
NQSO
Exercise Tax Deduction
-
NQSO
Exercise Withholding Taxes
-
Option
Cancellations - ISO & NQSO
-
ISO
Options Repriced
-
NQSO
Options Repriced
-
Weighted
Exercised Shares
-
Weighted
Outstanding Option Shares
-
Net
Weighted Exercise Shares
-
Unamortized
NQSO Expense Shares
-
NQSO
Tax Benefit Shares
-
Diluted
Stock Options Common Equivalents Summary
-
Beneficial
Ownership
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Disqualified
ISO Sales & Tax Deduction
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Individual
Account Summary Report 
3.
Transaction & Status
Notices
-
ISO
Grants
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Notice
of Intent To Exercise Stock Option
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Preliminary
ISO and NQSO Exercise Cost Confirmation
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Same-Day-Sale
Forms
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Transfer
Agent Notice
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Notice
of Option Exercise
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ISO
and NQSO Exercise Confirmation
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Vesting
Increment (Grantees)
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Individual
Grantee Option Status Report
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Disqualified
ISO Sale Questionnaire
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Option
Termination and Expiration Notice
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Investment
Representation Letters
* To request a quote for your administration, click HERE!
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