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| INVESTMENTS |
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Employee Stock Purchase Plan
Other Information
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If You Leave the Company
Participation in the Plan terminates immediately when a participant
ceases to be employed by the Company for any reason whatsoever (including
death, disability or retirement) or otherwise becomes ineligible. Terminated
participants will have 30 days from their termination date to sell their
shares or transfer their stock shares out of their account at JPMorgan.
After 30 days, their stock can be liquidated at a future date by the
Plan Administrator.
If You Become Disabled
If you become permanently disabled, your participation in the ESPP will
automatically stop. You will have the same payment options as described
above.
If You Die
If you die, your ESPP account will become part of your estate.
Tax Information
Whenever a participant decides to sell their shares of "VCI"
stock in the Plan, there are a number of ways to report the gain or
loss on the sale of stock for tax purposes. It is important to note
that all associates participating in this plan are responsible for their
own tax reporting and tracking of costs used for tax purposes or seeking
the advice of a qualified tax advisor if necessary.
The cost basis or price paid for your shares can be obtained on a quarterly
basis from your JPMorgan statements. Participants can also go online
to their stock purchase plan accounts at www.retireonline.com to look
up twelve months of history from the "Account History" section
on their own account detail page. Participants can also call JPMorgan
at 1-800-345-2345 to obtain the last twelve months worth of transactions
on their account. Please link here for purchase price information "Payroll
Stock Purchase Plan - Stock Purchase Price Summary". This sheet
lists a history of the monthly stock purchase prices of the plan.
For More Information
For additional information or inquiries regarding your account, you
may speak with a JPMorgan representative by calling 1-800-345-2345,
Monday through Friday from 8 a.m. to 8 p.m. Eastern Time.
About the ESPP
The ESPP is not subject to, or considered a qualified plan under any
provisions of ERISA.
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