Benefits OnLine | Education Center Company Stock Education

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Managing your awards online step by step

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Item 1 of 4 Top Articles

Item 1 of 4 Top Articles

Retirement planning and your equity awards Article

Here’s how you can get the most out of the benefits your employer has granted you.

Work Article estimated time to read 6 min

Item 2 of 4 Top Articles

Your equity awards, when life happens Article

Learn about a few common events that can affect your awards, and the types of things you’ll need to think about.

Work Article estimated time to read 5 min

Item 3 of 4 Top Articles

Job loss and your equity awards Article

As you clear off your desk and consider your next chapter, don’t forget about your stock compensation.

Work Article estimated time to read 5 min

Item 4 of 4 Top Articles

9 planning rules everyone with stock options needs to know Article

Managing your stock options can be challenging. To get the most out of your company’s stock plan, consider the following points.

Work Article estimated time to read 5 min

Seminars & Videos

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Item 1 of 5 Seminars & Videos

Item 1 of 5 Seminars & Videos

Item 2 of 5 Seminars & Videos

Item 3 of 5 Seminars & Videos

Item 4 of 5 Seminars & Videos

Item 5 of 5 Seminars & Videos

Informational Guides

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Item 1 of 16 Informational Guides

Item 1 of 16 Informational Guides

How to set up your Benefits OnLine access Article

Step-by-step demo

Item 2 of 16 Informational Guides

How to accept your equity awards Article

Step-by-step demo

Item 3 of 16 Informational Guides

How to open a Merrill brokerage account for your equity awards (U.S. participants) Article

Step-by-step demo

Item 4 of 16 Informational Guides

How to open a Merrill brokerage account for your equity awards (non-U.S. participants) Article

Step-by-step demo

Item 5 of 16 Informational Guides

How to transfer money from your Merrill brokerage account Article

Step-by-step demo

Item 6 of 16 Informational Guides

How to sell shares Article

Step-by-step demo

Item 7 of 16 Informational Guides

How to model the value of your equity awards Article

Step-by-step demo

Item 8 of 16 Informational Guides

How to update your Merrill brokerage account address on Benefits OnLine Article

Step-by-step demo

Item 9 of 16 Informational Guides

A guide to your account Article

Use this guide to become familiar with Benefits OnLine, and learn how to take important actions related to your equity awards.

Item 10 of 16 Informational Guides

A guide to Restricted Awards Article

Use this guide to become familiar with your awards and how to take important actions related to Restricted Stock.

Item 11 of 16 Informational Guides

A guide to Performance Awards Article

Use this guide to become familiar with your awards and how to take important actions related to Performance Awards.

Item 12 of 16 Informational Guides

How to make a tax election Article

It's easy to elect how to pay taxes on the payment from a restricted or performance award on Benefits OnLine at benefits.ml.com.

Item 13 of 16 Informational Guides

A guide to Stock Appreciation Rights Article

Use this guide to become familiar with your awards and how to take important action related to Stock Appreciation Rights.

Item 14 of 16 Informational Guides

A guide to Stock Options Article

When you receive a stock option grant, you get the opportunity to purchase your company's stock at a set price for a specific period.

Item 15 of 16 Informational Guides

How to make a tax status change Article

It's important that your tax information is up to date and the address listed on your Merrill brokerage account is current.

Item 16 of 16 Informational Guides

Instructions for completing Form W-8BEN on Benefits OnLine Article

Follow these instructions to make sure your Form W-8BEN is complete and accurate. Available in multiple languages.

These articles, videos and tools are brought to you by Bank of America, Better Money Habits®, and Merrill.