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Restricted Stock Unit (RSU) Agreement
Free RSU agreement template — grants an employee the right to receive company shares once vesting conditions are met.
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This free restricted stock unit (rsu) agreement covers 1. Grant, 2. Vesting Schedule, 3. Settlement, 4. Termination of Service, 5. Taxes with 5 clearly marked [placeholder] fields to fill in — built for small businesses and individuals documenting a loan or expense putting financial terms in writing so both sides have a clear, shared record. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.
Restricted Stock Unit (RSU) Agreement
Company: [Company Name] Recipient: [Name] Grant Date: [Date] Number of RSUs: [Number]
1. Grant
Company grants Recipient [Number] Restricted Stock Units, each representing the right to receive one share of Company's common stock upon vesting, subject to the terms below.
2. Vesting Schedule
[Typical structure: "25% vests on the first anniversary of the vesting start date, with the remainder vesting in equal quarterly installments over the following three years, subject to continued service."]
3. Settlement
Upon vesting, Company will issue the corresponding shares [immediately / on the next scheduled settlement date], subject to applicable tax withholding.
4. Termination of Service
Unvested RSUs are forfeited upon termination of service, except as otherwise provided [e.g. in an employment agreement or for specific termination scenarios].
5. Taxes
Recipient is responsible for all taxes due upon vesting/settlement. Company may withhold shares or require cash payment to cover withholding obligations.
6. No Shareholder Rights Until Settlement
Recipient has no voting or dividend rights until the underlying shares are actually issued.
Company: ______________________ Date: ____________ Recipient: ______________________ Date: ____________
*This document is provided for informational and educational purposes only and does not constitute legal, tax, or securities advice. RSUs are taxed as ordinary income upon vesting (not when granted) — recipients should understand the tax timing before accepting a grant, and companies need a licensed startup/securities attorney to actually issue these.*
Edit directly in the box above. Download PDF anytime — the docstoc.io footer is always included and cannot be removed.
What's included
- Edit online — click the document, fill in placeholders, download a PDF
- 6 standard sections: 1. Grant, 2. Vesting Schedule, 3. Settlement, 4. Termination of Service, 5. Taxes, 6. No Shareholder Rights Until Settlement
- 5 clearly marked [placeholder] fields for quick personalizing
- Free to use — no account or signup required
- Fully editable — adjust any clause to match your actual situation
- Includes a signature block, ready to print or sign digitally
- Fixed docstoc.io footer on every PDF (not removable)
Who this template is for
Freelancers & solo founders
Handling routine business paperwork without commissioning custom legal drafting for every document.
Small businesses
Standardizing recurring documents — leases, agreements, notices — across a growing operation.
Anyone reviewing before signing
Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.
Informal lending & reimbursements
Money changing hands between people or a business and its team, without a bank's paperwork.
FAQ
Is this restricted stock unit (rsu) agreement template really free?
Yes — this Restricted Stock Unit (RSU) Agreement template on docstoc is free to view, edit online, and download as a PDF with no account or signup required.
What does this restricted stock unit (rsu) agreement cover?
This finance template includes 1. Grant, 2. Vesting Schedule, 3. Settlement, 4. Termination of Service. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.
Is this legal advice?
No. This covers the standard structure, not the interest-rate limits, disclosure requirements, or tax implications that can apply depending on your state and the amount involved. Check those specifics with an accountant or financial attorney before you rely on it.
Can I edit the wording?
Yes. All 5 placeholder fields and every clause are editable right on the page — change what doesn't fit, then download an updated PDF anytime.
Where can I find more free templates like this?
Browse more free finance and related document templates in the docstoc library at /document-templates/.
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