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Transferring RSUs into a Trust

Carta Admin12-06-2022 14:08

Two of our shareholders who hold RSUs are transferring them into trusts. How do I complete this transaction ...

Carta Support01-19-2023 08:31

Hello! You will need to first cancel the RSUs. You can do so using this support article . You will ...

1. Transferring RSUs into a Trust

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Carta Admin
Posted 12-06-2022 14:08

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Two of our shareholders who hold RSUs are transferring them into trusts. How do I complete this transaction in Carta? I do not see an option to transfer the RSUs - do I need to cancel and reissue or is there a way to transfer them? Thanks!

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Carta Admin
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2. RE: Transferring RSUs into a Trust

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Carta Support
Posted 01-19-2023 08:31

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Hello! You will need to first cancel the RSUs. You can do so using this support article.

You will then need to reissue the RSU grants. You can check out this support article to do that.

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Carta Support
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