Share Disposition and Tracking
Computershare’s Disposition Survey Services
To assist with a company’s disposition tracking, Computershare has developed a service that streamlines the process for plan sponsors and participants. By taking advantage of this scaleable offering, you will:- Obtain important data that can assist you with proper reporting and potentially
maximize the tax benefit you can derive from the disqualified disposition - Ease your administrative burden and free up valuable internal resources
- Work with Computershare to set up a solicitation schedule for each calendar year
and have the flexibility to implement multiple solicitations per year - Leave the preparation, distribution and tracking of survey materials and results
to Computershare, an industry-leading provider of recordkeeping and equity plan
outsourcing services - Offer your participants the support of a world-class call center that can help with
questions regarding the survey - Have all survey responses stored against a participant record for easy
data management - Maintain a complete audit trail for each transaction
- Survey in subsequent seasons for any outstanding shares for which a disposition is not reported
Comprehensive Reporting
Once the surveys are finalized and distributed to participants, companies have access to valuable reports including:- Qualified and disqualified dispositions detail reports
- W2 payroll file used to update tax benefit amount for payroll reporting
- Survey statistics report that provides high level statistics on responses received
- Non-mailed solicitation report that details a list of participants for which letters were not sent due to incorrect addresses
