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1. Employment Relationship: Required when the recipient is an employee, addressing the relationship between employment and phantom equity rights

2. Change of Control Provisions: Include when specific provisions for company sale or merger scenarios are needed

3. Non-Competition and Non-Solicitation: Add when additional restrictive covenants are desired

4. Multiple Participant Provisions: Include when the phantom equity program involves multiple recipients

5. Corporate Events Adjustments: Add when specific provisions for handling corporate restructuring, IPO, or other major events are needed

6. Clawback Provisions: Include when the company wants right to recoup payments under certain circumstances

7. International Tax Provisions: Required when recipient is subject to tax in multiple jurisdictions

1. Schedule 1 - Grant Notice: Detailed information about the specific phantom equity grant

2. Schedule 2 - Vesting Schedule: Detailed breakdown of the vesting timeline and conditions

3. Schedule 3 - Valuation Formula: Detailed methodology for calculating phantom equity value

4. Schedule 4 - Exercise Notice Template: Template form for exercising phantom equity rights

5. Schedule 5 - Participation Agreement: Standard form for additional participants joining the program

6. Appendix A - Company Valuation Principles: Detailed principles and methods for company valuation

7. Appendix B - Tax Treatment Summary: Summary of applicable tax regulations and treatment