INTEL STOCK PURCHASE ELECTION METHOD INSTRUCTIONS

Transcription

1 INTEL STOCK PURCHASE ELECTION METHOD INSTRUCTIONS WITH STANDING WIRE & ACH INSTRUCTIONS The purpose of this document is to walk you though making your ESPP election online using the UBS One Source website. It is important to note that in addition to making your ESPP election online, you are able to make a Quicksale proceeds method election online (election level instructions). Login to the UBS One Source website with your WWID and password at: To view shares, select Shares tab To view available elections, Select Alerts & Elections To view available elections, Select Elections and then In Progress Then select the Offering Period link to make your election Page 1 of 9

2 Below is the screen that has step by step instructions: Once you hit next => it will bring you to the distribution elections page. You have several choices: shares to remain in your account or quicksale (then you will have to select payment elections), and then a carry forward election choice. Page 2 of 9

3 If you select QUICK Sale, you have to select a Cash Distribution method, as follows: Note: To select your Carry Forward Election, please check the box. If there is a gap in purchases, your Carry Forward election will not be stored for the future purchase. Bank instructions change periodically and you should confirm your instructions on file at UBS immediately prior to every transaction. Page 3 of 9

4 If you select Quicksale, you will have to agree to the Shares Order Entry Agreement. Any QuickSale of your shares will occur in your individual UBS Financial Services Inc. account so please verify your U.S. Account Authorization (Form W-9) or your Non-US Account Authorization (Form W 8BEN) status before any transaction. This form may be submitted conveniently online. Follow the prompts to complete and submit the form. If you prefer, you can print a copy of the form from the Forms/Info link on the login screen and submit it to UBS according to the directions indicated on the form. If you cannot access the internet, you may also call a Customer Service Representative to have an Account Authorization Form faxed to you. If you do not believe the U.S. Account Authorization / Form W-9 is appropriate for you because you are a Non-U.S. citizen, you should determine whether you should complete the Non-U.S. Account Authorization / Form W-8BEN instead. Refer to the instructions provided for both forms, and consult your legal and/or tax advisor if you need guidance on your tax status. Please note that the Non-US Account Authorization / Form W 8BEN cannot be accepted via fax, but must instead be completed online or mailed to UBS according to the directions indicated on the form. Failure to complete the Form prior to any transaction date will result in backup withholding at a rate of 28% on all reportable dividends, interest, sale proceeds and other payments paid or credited to your account(s). Page 4 of 9

5 When selecting Cash Distribution Instructions of ACH or Bank Wire, you will be prompted to enter your instructions. For U.S. Bank Wire, see below: Please uncheck the box Save as Standing Instructions if you do not want to use these as your standing instructions. Note: If you leave the box Save as Standing Instructions checked it will override your existing standing instructions from your options/restricted/cash wire instructions. If you want to use these instructions only for the quick sale proceeds, then the standing instructions check box has to be unchecked. Page 5 of 9

6 There will be the opportunity to receive an confirmation of the election. You will receive a confirmation of your saved instructions Page 6 of 9

7 For ACH Instructions, see below sample: Page 7 of 9

8 Please uncheck the box Save as Standing Instructions if you do not want to use these as your standing instructions. Note: If you leave the box Save as Standing Instructions checked it will override your existing standing instructions from your options/restricted/cash wire instructions. If you want to use these instructions only for the quick sale proceeds, then the standing instructions check box has to be unchecked. Below is the confirmation of your ACH instructions. Page 8 of 9

9 MAKING CHANGES TO YOUR EXISTING ELECTIONS PAYMENT METHOD FORM, SELECT EDIT FORM To remove your election level instructions, select Cancel This message will appear confirming your election level instruction cancellation: If you have any additional questions relating to submitting your instructions you may contact UBS Financial Services Inc. at 1 (866) or, if outside the U.S. at +1 (201) Page 9 of 9