Accessing your ESPP or ESOP account
To enroll in the Employee Stock Purchase Plan (ESPP) or make changes to an existing ESPP or Employee Stock Option Plan (ESOP) account, access your account online or contact EquiServe, the vendor who administers PeopleSoft's stock plans. For more information, see the Human Resources Stock site on Planet PeopleSoft.
If you have any questions regarding ESOP or ESPP or need assistance accessing your account online, contact EquiServe’s Employee Plans Customer Service at the numbers below. Representatives dedicated to PeopleSoft employees are available from 6:00 AM – 4:30 PM Pacific Time.
Select a topic below for additional information:
Accessing ESPP account and creating a password
Accessing ESOP account and creating a password
Creating a Password for Employee Stock Purchase Plan (ESPP) account
If you do not have a password to access your ESPP shares directly, follow the steps below:
If you have a U.S. Social Security Number:
Go to www.employee.equiserve.com.
Click the ESPP Access link on the left of your screen.
Under Password & Login Assistance, click the Establish or recover access to your account link on the right of your screen.
Follow the prompts to create a new password and gain access to your account.
If you do NOT have a U.S. Social Security Number, call EquiServe's Customer Service:
- Within the US, Canada and Puerto Rico: (800) 555-9898
- Outside the US, Canada and Puerto Rico: (201) 536-8058
Representatives dedicated to PeopleSoft employees are available from 6:00 AM – 4:30 PM Pacific Time. A Customer Service Associate will verify your identity and have a temporary internet password emailed to your PeopleSoft email address.
To sell your ESPP shares, see Selling ESPP Shares below.
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Accessing Employee Stock Purchase Plan (ESPP) account
If you already have a password for ESPP Access or obtained one using the above procedures, follow the steps below to access your ESPP account:
Go to www.employee.equiserve.com.
Click the ESPP Access link on the left of your screen (a new window will open).
Enter your account number (or select it from the drop-down).
Enter the PeopleSoft Issue ID 3071.
Enter your password and click Submit.
To sell your ESPP shares, see Selling ESPP Shares below.
Click here to go back to the beginning of this document.
To sell your ESPP shares, follow the steps below:
Log in to your ESPP account. (See Accessing ESPP account above for more information.)
Click on the Transactions link on the left of your screen.
Click here to go back to the beginning of this document.
Creating a Password for Employee Stock Option Plan (ESOP) account
If you do not have a password to access your ESOP account online, contact EquiServe's Customer Service at the numbers listed below, or follow the instructions below to create a password online.
EquiServe's Customer Service:
Representatives dedicated to PeopleSoft employees are available from 6:00 AM – 4:30 PM Pacific Time. A Customer Service Associate will verify your identity and have a temporary internet password emailed to your PeopleSoft email address.
Create a Password Online (must have a U.S. Social Security Number):
Go to www.employee.equiserve.com.
Click the Option Plan Access link on the left of your screen (a new window will open).
Click the Password & Login Assistance link on the right of your screen.
Enter the Ticker Symbol (PSFT) and your Social Security Number.
Answer the security questions, then click Proceed.
Enter and confirm your new password, then click Proceed.
A message that you have established your account will display. Click Proceed.
Select a Security Question and enter the answer, then click Update.
The Terms of Service will display. Review the terms, then click I Accept to continue.
You may be prompted to complete a W-9 form.
After you complete the form, a list of actions you can perform will display. To view your account information, click View My Account.
To exercise your options, see Exercising Your Stock Options below.
Click here to go back to the beginning of this document.
Accessing Employee Stock Option Plan (ESOP) account
If you have already created a password to access your ESOP account, follow the steps below to access your account:
Go to www.employee.equiserve.com.
Click the Option Plan Access link on the left of your screen (a new window will open).
Enter your U.S. Social Security Number (International employees enter your employee ID, front filled with zeroes to equal nine digits 0000XXXXX).
Enter your password and click Submit.
To exercise your options, see Exercising Your Stock Options below.
Click here to go back to the beginning of this document.
To exercise your stock options, follow the steps below:
Log in to your ESOP account.
Click on the View My Account link.
Click the Exercise link on the left of your screen.
Select the grant(s) you would like to exercise and enter the number of options to exercise for each.
Under Step 2, select the exercise method you would like to use (an explanation of each is available using the Help link provided at the top of this page).
Certain exercise methods will require additional information (i.e., Limit Orders will require a limit price to be entered). If addition fields are displayed, enter the appropriate information.
Click the Proceed button.
Review the information on the next page. If any information needs to be revised, click Cancel and re-enter the correct information. If the exercise information is correct, enter your password and click the Submit button.
Print the Exercise Summary by using the Print This Page link on the top right of your screen.
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U.S. employees: to set up a User ID, follow the steps below:
Click the following link to access the EquiServe Employee Access site: www.employee.equiserve.com.
Under Register Now, click New users click here to create a User ID.
Enter the required information, then click Proceed.
Enter your Personal Information, then click Proceed.
A number of security questions will display. Select the answers, then click Proceed.
Create a User ID and Password, enter your email address and security question/answer, then click Finish.
Your account information will display. You can now log in to www.employee.equiserve.com using the User ID and Password you created.
Click here to go back to the beginning of this document.
Created by the PeopleSoft Knowledge Management Team.
Copyright © 2004
All rights reserved.
Created: jel 05/22/2003
Revised: jw 08/19/2004