Activating your Fidelity...

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Your company stock plan can be an important benefit for you — but only if you activate your account. Just follow these easy steps. Activating your Fidelity Account. ® A quick-start guide for stock plan participants. Screenshot is for illustrative purposes only. Screenshot is for illustrative purposes only. 2. This brings you to the Activate Stock Plan Accounts page. Select Complete the Application Online to continue activation. 1 1. Log into your Fidelity NetBenefits ® account and click Activate to start the activation process. If you haven’t yet established a password for NetBenefits, refer to page 5 for directions.

Transcript of Activating your Fidelity...

Page 1: Activating your Fidelity Account.globalassets.starbucks.com/assets/c091337f5a8e464d98b0b...Activating your Fidelity Account.® A quick-start guide for stock plan participants. Screenshot

Your company stock plan can be an important benefit for you — but only if you activate your account. Just follow these easy steps.

Activating your Fidelity Account.®

A quick-start guide for stock plan participants.

Screenshot is for illustrative purposes only.

Screenshot is for illustrative purposes only.

2. This brings you to the Activate Stock Plan Accounts page. Select Complete the Application Online to continue activation.

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1. Log into your Fidelity NetBenefits® account and click Activate to start the activation process. If you haven’t yet established a password for NetBenefits, refer to page 5 for directions.

Page 2: Activating your Fidelity Account.globalassets.starbucks.com/assets/c091337f5a8e464d98b0b...Activating your Fidelity Account.® A quick-start guide for stock plan participants. Screenshot

Screenshot is for illustrative purposes only.

Screenshot is for illustrative purposes only.

3. You’ve launched the application for your new Fidelity Account. Fill in all the required Account Owner Information. Click Next.

4. Complete the Employment Information. Click Next.

Enter the address at which you work here.

Most people answer no to these questions. Click the highlighted links for definitions of “affiliated” and “control person.” If you’re still unsure of your status, contact your Human Resources department.

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Page 3: Activating your Fidelity Account.globalassets.starbucks.com/assets/c091337f5a8e464d98b0b...Activating your Fidelity Account.® A quick-start guide for stock plan participants. Screenshot

Screenshot is for illustrative purposes only.

Screenshot is for illustrative purposes only.

5. Complete the Financial Information. Click Next. This information is required to com-ply with federal regulations. Click the link for information about Fidelity’s privacy policies. You must review the investment objective definitions before choosing one.

6. Review your application. Click Next. If anything’s incorrect, make changes now.

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Page 4: Activating your Fidelity Account.globalassets.starbucks.com/assets/c091337f5a8e464d98b0b...Activating your Fidelity Account.® A quick-start guide for stock plan participants. Screenshot

Screenshot is for illustrative purposes only.

When you reach this point, you have successfully activated your Fidelity Account and are ready to take advantage of all the benefits your stock plan has to offer.

7. Click this box to verify that you’ve read and agree to the terms of the agreement.

Click here to agree and activate your account.

IMPORTANT: Only click here if you’vebeen informed by the IRS that you’resubject to backup withholding.

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Creating Your Password

Before you can activate your Fidelity Account,® you must ensure you have a password to access your information. If you have an existing individual brokerage account with Fidelity or access to netbenefits.fidelity.com for other benefit programs, you do not need to create a new password — you will have the convenience of accessing all of your information with the same password.

• In order to activate your account, first you need to establish your username and password. Visit netbenefits.fidelity.com and click on New User Registration.

• Complete the information requested to verify your identity, including the last 4 digits of your Social Security number, date of birth, and first and last name.

• Click Next.

• Create a new username.

• By default, your username is your Social Security number (SSN). For security reasons, we recommend that you change your username. Click the button to Create username to complete.

• Create your password. You can enter your current password, if you have created it previously. Otherwise, use the following criteria to create your password:

– 6 to 12 letters and/or numbers.

– No sequences (e.g., 1234) or a single repeating number or letter.

– Do not use Social Security number, username, or date of birth.

• Create a security question and answer and provide your e-mail address. Click Submit.

• You have successfully created your password and username. You may now log in to netbenefits.fidelity.com to activate your Fidelity Account.

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Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917© 2011 FMR LLC. All rights reserved.549618.5.0 1.912780.104 5