Go to Benefits OnLine at the web address provided by Merrill or your employer. Please note, your screen may differ from the example shown.

On the home page, select the three dots or the account options toggle next to your plan’s name. Then choose Model/exercise awards from the Actions menu.

To model your awards in your preferred currency, select your currency from the drop down list.

Below the current stock price, you’ll see the transaction types available in your plan and definitions of each. Select the transaction type to use to model your awards. If your plan offers a single transaction type, it’s pre-selected for you.

For each grant you want to model, enter the number of shares in the Shares/Units to Model column.

The last stock price and your federal/state tax rate (if provided by your employer) are pre-populated. You can change them (if permitted by your plan) to see how your award’s value might change. If your plan permits, you can also select a tax payment method for modeling purposes only. Make your selections then Calculate Results.

View an estimate of your Modeled Award Totals. You can go back and repeat these steps, changing the criteria to see how a different stock price, tax rate, etc., may impact the potential value of your awards.