Navigate to the event record for which you want to enter instructions.
Click the US Tax tab, if it is not already active.
Note:
If there is no US Tax tab or it is not active, you are not yet able to enter tax instructions for this event.
In the Position Summary area of the page, scroll to view the Status field.
If the field reads “Active,” you are able to enter tax instructions for this record.
If the field reads “No instructions,” you are not able to enter tax instructions for this record. Please contact [email protected] for any post-payable adjustment requests.
If the record is “Active,” scroll down to the Free Position or Stock Loan/REPO field for the instruction you want to enter and type the share amount of the instruction.
Click Continue.
The Review screen appears.
Click Edit to make any changes to the instruction, if desired.
The edit page appears.
Make any changes and click Continue.
Type your name and phone number in the Submitter Information fields.
Click Submit Instruction.
A confirmation message appears at the top of the screen, indicating that your instructions were submitted successfully.