Viewing and Entering Issuance Instructions

This topic lists the pages used to review and enter issuance instructions.

To access the main Issuance Instructions page, select Self-Service > Stock Activity > Issuance Instructions. This page has links to the other pages listed in this topic.

Page Name

Definition Name

Usage

Issuance Instructions

ST_ISSUANCE_OPT

Employees and optionees view, add, and edit issuance instructions.

Portfolio

ST_PORTFOLIO

View different stock in a portfolio. This is only available if there are multiple stocks for the employee.

Brokerage Information

ST_ISSUANCE_BRK

View brokerage instructions.

Certificate Information

ST_ISSUANCE_CNT

View certificate instructions.

Choose Stock Plan Type and Issuance Type

ST_ISSUANCE_ADD

Enter the stock plan type, effective date, and issuance type for the issuance instructions.

Company and Stock Information

ST_COMPANY_DETAIL

View information about the company and stock.

Change Issuance Type

ST_ISSUANCE_EDIT

Change the issuance type in the issuance instructions.

Change Issuance Instructions - Certificate

ST_ISSUANCE_EDIT_C

Change certificate issuance instructions.

Enter Issuance Instructions: Certificate

ST_ISSUANCE_EDIT_C

Enter certificate issuance instructions.

Change Issuance Instructions: Broker

ST_ISSUANCE_EDIT_B

Change broker information.