How to Set Up a 10b5-1 Plan for RSU Stock Sales
Here’s a summary of the main problem and solutions discussed in the conversation:
- Main Problem: The user is looking for information on setting up a 10b5-1 plan to automate RSU stock selling upon vesting, specifically seeking documentation or a form to review.
- Solution: Contact the Stock Plan Services team at Fidelity to complete the necessary form over the phone, with availability from Sunday at 5:00 p.m. to Friday at midnight ET.
- Additional Note: The user expressed a desire to learn more about the process beforehand but decided to go ahead and call for assistance.
Here’s the full thread
Hello,
I’m curious about the process to setup a 10b5-1 to automate RSU stock selling on vest. Is there documentation i can read? or is the a form i can preview?
Hey @dannydigtl, thanks for reaching out. I saw your OP on our subreddit and looks like we got you an answer there. I’ll reiterate here:
In order to get started with the 10b5-1 process, you’ll need to complete the form with an associate. You can contact our Stock Plan Services team and complete it over the phone with them. Associates are open continuously from Sunday at 5:00 p.m. to Friday at midnight ET. Use the link below to find our contact information.
Contact Us: https://www.fidelity.com/customer-service/contact-us 🟢
I was hoping to learn more about it before hand but I’ll call. Thanks