Carta Onboarding

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  • 1.  409a

    Posted 08-31-2023 11:00

    How can I get my 409a ASAP? Is there a way to expedite my 409a valuation to have it ready before my onboarding is complete? 



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    Yuan Onida
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  • 2.  RE: 409a

    Posted 10-24-2023 14:18

    The fastest way to get your 409A is to complete your Carta onboarding quickly and efficiently. To complete your valuation, we need to make sure that we understand your company's ownership situation, so as soon as you complete onboarding, our Valuations team can start working on your 409A. This support article also conains an overview of the 409a request form, so you can review this article to prepare all the necessary information ahead of time. That way, you will be able to submit a 409a request as soon as you complete the onboarding process.



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    Carta Implementation
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