STOCK INVESTMENT PLAN (S.I.P.) U.S. GETTING STARTED

Transcription

1 STOCK INVESTMENT PLAN (S.I.P.) U.S. GETTING STARTED partners in growth AN IMPORTANT PART OF YOUR FINANCIAL FUTURE STARBUCKS COFFEE COMPANY

2 ONLINE ACCOUNT ESTABLISHMENT AND S.I.P. ENROLLMENT With a few easy steps, you can begin to access your Starbucks S.I.P. information and your Fidelity Account. STEP 1 LOG IN Log in to ts.fi delity.com. If you have an existing Fidelity Account, enter your Social Security number and PIN, and click LOGIN. You will be directed to the Portfolio Summary where you can enroll in the plan by following the process beginning with STEP 8. New users: If you are logging in for the fi rst time, you must create a Personal Identifi cation Number (PIN). To create a PIN, click New User Registration and follow the prompts that guide you through the PIN setup process. You will need your Social Security number, date of birth, and zip code, so please have these readily available. When fi nished, click Return to NetBenefi ts to continue with the enrollment process. STEP 2 BEGIN THE ENROLLMENT After you log in, you will be at the NetBenefi ts home page. Click Enroll to the right of the ESPP link. Note: If you already have an individual non-retirement Fidelity Account, go to STEP 8 to select your payroll deduction. STEP 3 OPEN YOUR ACCOUNT After you click Enroll, the Open a Stock Plan Services Account page will appear. Click Apply Online.

3 STEP 4 ENTER THE REQUIRED PROFILE INFORMATION Enter Account Owner information, Employment information, and Financial information. (Fidelity is required by industry regulations to obtain fi nancial information.) Click Continue. Note: Portions of the Account Owner information may be prefi lled based on information provided by Starbucks. STEP 5 REVIEW YOUR APPLICATION Review and verify information for accuracy and completeness. Click Change Information in any section where you need to make changes. Click Continue. STEP 6 AGREE TO THE TERMS OF THE CUSTOMER AGREEMENT Review the terms and click Continue at the bottom of the page. Your account is now established and your account number will be displayed on the following screen. STEP 7 PROCEED TO PLAN ENROLLMENT Make a note of your new account number for your future use. Click Elect Your Payroll Deduction.

4 STEP 8 IDENTIFY YOUR PLAN On the Portfolio Summary page, you can enroll in S.I.P. by clicking Enroll next to Starbucks S.I.P. In order to enroll, you must fi rst read and accept your plan documents and enrollment agreement. Click Next to continue. STEP 9 ENROLLMENT ELECTIONS Enter the percentage that you would like to contribute each pay period (minimum 1%, maximum 10%, in whole percentages only). Click Next to confi rm the payroll deduction percentage you entered. STEP 10 REVIEW & SUBMIT ENROLLMENT AND ELECTIONS Review the payroll deduction information that you entered. Click Next to submit this information. If the information is incorrect or you want to make changes, click Previous to return to the Enrollment Elections screen. STEP 11 NOTE YOUR CONFIRMATION NUMBER After submitting your enrollment and election information, you will receive a confi rmation number. Make a note of the confi rmation number and keep it for your records. Click Return to return to the NetBenefi ts home page.

5 ACCOUNT ESTABLISHMENT & S.I.P. ENROLLMENT BY PHONE This is a two-day process, so please plan accordingly to meet the enrollment deadline. STEP 1 Call Fidelity at , from Sunday 2 p.m. through Friday 9 p.m. Pacifi c, excluding holidays of the New York Stock Exchange. Enter your Social Security number. When prompted for your PIN, hold the line and wait to be transferred to a Fidelity representative. STEP 2 Request an account application. The account application will be mailed to you. STEP 3 At least one business day after requesting an application, call a Fidelity representative to elect your payroll deduction. You will be given a Confi rmation Number please write it down and keep it for your records. STEP 4 When received, complete and return the Fidelity Account application. Failure to return a completed and signed Fidelity Account application will result in mandatory back-up tax withholding upon the sale of shares from your account. It is not necessary to return an application if you open your Fidelity Account online. As an S.I.P. participant, you may go online to ts.fi delity.com or call a Fidelity representative to obtain your account balance, change your contribution percent, or withdraw from the plan. Once shares have been purchased and deposited into your Fidelity Account, you may request a sale of those shares.

6 CONTACTS FOR ADDITIONAL INFORMATION For information on your specifi c Fidelity Account, contact: Fidelity Stock Plan Services (toll free) From Sunday 2 p.m. through Friday 9 p.m. Pacifi c ts.fi delity.com For information on Starbucks stock option plans or S.I.P., contact: Starbucks Partner Contact Center (toll free) Monday through Friday, from 5 a.m. to 5 p.m. Pacifi c Starbucks Corporation and Fidelity Investments are not affi liated. Fidelity Brokerage Services, Member NYSE, SIPC SBX-DOM-SIP-INST-0408