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ESPP Enrollment-Change Form doc

ESPP Enrollment-Change Form doc 2025

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The document is an Enrollment Authorization and Change/Withdrawal Form for Sysco Corporation's Employees' Stock Purchase Plan. It outlines the process for employees to enroll in the plan, change their payroll deductions, or terminate their participation. The form requires personal information and includes sections for specifying deduction amounts based on previous year's eligible compensation, with a maximum limit of 10% or $21,250. Employees must acknowledge receipt of the plan's prospectus and authorize payroll deductions accordingly.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Do you pay tax on an ESPP discount?

When you sell the stock, the discount that you received when you bought the stock is generally considered additional compensation to you, so you have to pay taxes on it as regular income. If you hold the stock for a year or less before you sell it, any gains will be considered compensation and taxed as such.

How to change ESPP contribution?

You can change how much money youre contributing to your plan, or discontinue your deduction at any time before the enrollment deadline for each offering period. For each offering period, enter a new deduction percentage or dollar amount in the New column, or enter zero to discontinue your deduction.

Which of the following statements best describes the purpose of form 3922?

The purpose of this form is to ensure accurate reporting of the transfer of legal title of the shares. The corporation whose stock is being transferred is responsible for filing Form 3922, and a return is only required for the first transfer of legal title by the transferor.

Who generates form 3922?

You have received this form because (1) your employer (or its transfer agent) has recorded a first transfer of legal title of stock you acquired pursuant to your exercise of an option granted under an employee stock purchase plan, and (2) the exercise price was less than 100% of the value of the stock on the date shown

What is the 2 year rule for ESPP?

The sale must be more than one year from the purchase date (the date when your employer purchased the shares for you); and. The sale must be more than two years from the grant date (the first day your employer allows you to start ESPP contributions from your paycheck). Its also known as the offering date.

What happens to my ESPP if I quit my job?

ESPP. If you were partaking in ESPP, and quit between a purchase period, youll receive a refund for the ESPP contributions you made in your last paycheck.

What is form 3922 used to calculate?

Form 3922 Form 3922 has details about your ESPP purchase that will help you report the income from your sales of ESPP stock. This form is provided by your employer. Form 1099-B This IRS form has details about your stock sale and helps you calculate any capital gain/loss.

What is form 3922?

Form 3922 Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c) is for informational purposes only and isnt entered into your return. Keep the form for your records because youll need the information when you sell, assign, or transfer the stock.

ESPP Enrollment-Change Form doc 2025

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