Here is a simple checklist on terms that you should note:
| Action | Why It Matters |
|---|---|
| Confirm award type & quantity | Know whether you’re receiving stock options or RSUs, and how much. |
| Understand vesting | Vesting determines when you actually earn the shares. |
| Note key terms for options | Important for making decisions later (e.g. when to exercise, before expiry). |
| Ask about liquidity | Helps set expectations on whether/when you can cash out your shares. |
| Check CIC/acceleration | Clarifies what happens to your unvested shares if the company is sold. |
| Review transfer restrictions | Helps you avoid surprises when trying to sell or transfer shares. |
| Look for country-specific terms | Tax rules, delivery, and legal treatment often vary by country. |
| Understand how shares are delivered (RSUs) or exercised (options) | Crucial for knowing when you’ll receive value — and whether you owe taxes. |
| Store documents and key dates | Staying organized helps you make timely decisions and avoid missed deadlines. |
| Ask HR/admin if anything is unclear | Many employees accept grants without fully understanding them — this step ensures informed decisions. |
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