ASAP Checklist -- before losing access to HPI or HPE internal systems
...and in the following few weeks.
Some recent updates are
highlighted. Last update: May 23, 2018.
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The HPAA is operated by former employees who volunteer their time. Not
endorsed or supported by the company.
Please help us keep this
information up to date -- email:
spending most of your time searching outside the company -- you are a stronger
candidate while still employed. Very few members report landing during a "redeployment period." Many report losing critical time and wasting
valuable energy on discussions
about internal jobs that ended abruptly without explanation.
Advice and info on returning to HPI, HPE, DXC, or Micro Focus --
including informal and formal restrictions.
company will I be a former employee or retiree of? HPI, or HPE, or
Urgent action items before you lose internal access -- advice from
Questions or comments? firstname.lastname@example.org
Join the independent HP Alumni Association. Once you have a defined retirement or termination date from Hewlett
Packard Enterprise or HP Inc, join the 28,000-member, independent,
volunteer-run HP Alumni Association. (The "HP Connections" LinkedIn group for current and
former employees only carries samples of what is available to members
of the HP Alumni Association.) The HPAA has private Benefits,
Transition, and Finance online forums, where we work on key issues.
Also US job openings, technical help forum, and other member
services. No charge to join, thanks to HPAA members.
Join the HPAA
Documents. Print out anything provided by
the company via web or email regarding the terms of your termination, retirement, or severance program.
Study and mark them up. You may need to reference this later. Keep
the key documents with your permanent documents -- in case of a
future legal action, divorce settlement, etc.
Be sure to use the
very helpful official "leaving" site -- which is accessible outside the firewalls:
"Leaving/Retiring from HP"
password=HP (both case-sensitive)
"Leaving Hewlett Packard Enterprise"
http://www.leavinghpe.com login=leaving password=HPE (both case-sensitive)
time and Floating Holiday.
- Unless your "primary work location" is in CA, IL, MA, MT, or NE,
all unused vacation/PTO will be forfeited -- per an HP document from
May 2014. Check the current list of states in the materials you get from
(One member who temporarily
moved in with in-laws -- and changed his address with the company --
discovered that his unused-FTO situation changed.)
some states, you should let the unused vacation flow to your final
paycheck. In other states, the company has decided that they don't need you
any more --
so use up your vacation time!
- Non-exempt employees must download a paper timecard and fax it to
the company to not delay processing for PTO.
- Take your annual Floating Holiday, if you have not already done
Cashflow and tax withholding.
- Prepare for cashflow impact due to the unpredictability of your
last paycheck and other checks sent after your last day -- and how
quickly you get a new job. It is nearly impossible to predict the
amounts and timing of the last checks -- due to tax withholding and
monthly payroll cycles. Some members report receiving a "mop-up"
check many weeks later.
- Cashflow is also affected by tax withholding from final checks.
(One member had a grand total
of 46% withheld form their final check for federal and state income tax, Social
Security, and Medicare.) You will get credit for any excess
withholding when you do your taxes -- but this hits your
cashflow at a critical time.
- For salary and vacation payout -- which may be on the same check
-- withholding assumes that you make that much every month.
- However, severance, commissions, and option exercises are taxed at
a flat 25% federal "supplemental wages" rate. Your state may also
have a flat supplemental rate (CA: 10.2% for stock bonuses and 6.6%
for other bonuses.)
- The withholding rate may be too low if dual-income couple, highly
paid, other income, large severance, or large stock option exercise. Use your tax software to simulate your next annual tax filing
to determine if you should make an estimated tax payment or hold
onto funds to pay with your next tax return. Just copy last year's file to a new filename and modify the input data
for different scenarios -- retirement, new job timing and salary,
- Consider filing a revised W-4 online with the company as soon as you know you are
leaving -- well before your last day. (Cannot
change after last day.) Use the
IRS Withholding Calculator -- you no longer have to pretend that
you have 14 kids.
- Re-run your taxes several weeks after your last day -- you may
need to make quarterly federal and state estimated tax payments to
- See IRS Publication 505 -- "Tax
Withholding and Estimated Tax"
- If you won't have a 401(k) plan after termination, consider
immediately increasing your 401(k) contribution setting to reduce
taxes and -- if your last day is after the next match payout -- to
get a bigger match from the company.
Check the current matching
rules for your company. For example, at both HPI and HPE. the match is
mentioned in each Earnings Statement but is only credited
annually -- and only if you are on the payroll through December 31.
For those being spun off to DXC or Micro Focus, members
report that the next 401(k) match payout will be on the date of
- If your new
employer has a more generous 401(k) match, consider dropping your HP
401(k) setting to 0%.
- The 401(k) contribution deducted from your final paycheck will be
a percentage of the total gross on that paycheck, which is hard to
- If you have a loan against your 401(k), you may be required to pay
off the loan to avoid a penalty. Check your documents.
Stock options or
- You need to determine immediately if you have unexercised options that will expire upon termination.
Read that section in your
WFR or Retirement document, print out your stock option history, and
refer to the stock-related sections on the official "Leaving HP" or
"Leaving HPE" site (item 3 above.) On that site, there is a link to
a Merrill Lynch brochure on "Equity Awards," disclosing the
transaction cost to sell your shares. Since the company eventually stops
paying ML to administer your account, the brochure also discloses
annual "inactive account" and "low balance" fees.
- You need to get your options report twice -- before your termination date and again after your termination date. The report you get before you leave doesn't tell you what will happen to your options after you leave -- for example, the expiration date may be pulled forward.
- The key:
Options are not compensation that you have earned
– they are designed to retain you as an employee. Once you leave, unexercised options are only relevant to the company as a potential expense.
- If transitioned to DXC or
Micro Focus, stock and options issues:
Earnings statements and future W-2s.
Log into your account at
the company's payroll service. Print out the most recent
earnings statements and any other online-only statements you want to
keep. Members report that
having W-2 copies for every year helps in legal
situations such as tax audit, divorce, or child support. Set up password recovery questions and check that the email address on the account will reach
you in the future -- otherwise, you will not be able to recover account access for future W-2s
such as a severance or retirement payment, stock incentives, or the
inevitable miscellaneous cleanup payment. Instead of online
statements, you may wish to change your account to paper statements.
Advice from members:
Flexible Spending Account. Check on the
amount you have available and the rules for using it. You many have
to use up the balance before your last day.
Credit card. Move out any company credit card points before your card is cancelled.
Ensure that all charges have
been approved by the company -- and print out proof of the approval.
Members report that AMEX is trying to collect from former employees
several months after they left.
Share Ownership Plan. If you participate in the Share Ownership Plan,
study the terms and print
the full history information that you'll need later for selling shares and doing taxes.
Email and phone:
(Member advice: Moving your personal
business off the company's systems)
- If you have personal calls
coming to a company landline number, notify your
contacts to change the number they have for you.
- If you have a company-paid cell phone account, you need to either
set up a new cell phone account (with a new number) and notify your
callers -- or use the form on the company site to have the cell phone
number reassigned to your personal cell phone account. Your company cell
phone number may vanish quickly.
- If you don't have one, you can get a free or low-cost personal email account in a few minutes
to set up a professional email account.)
- If you have personal email
directed to your company address (such as Amazon) change the email
address on each account. Notify your correspondents.
- If you have any personal data in an online address book or similar, copy it out.
- Your company email account, email autoreply, and phone number will vanish on or before your last day.
Emails get this ominous
reply: "Recipient address rejected: User unknown in virtual alias
table" -- which may not be passed on to the sender by their
email service (or may be
interpreted unfavorably by the sender.)
computer. Start the transition and cleanup early -- this can take considerable time.
If you don't have a
personally-owned computer, buy one ASAP. Your
computer may be collected before your last day -- or possibly wiped
remotely while still in your possession. Be sure to find the company's
instructions in your WFR or other termination documents.
Returned computers have been
lost. Ship with signature-required. If returning in person, insist
on a receipt. Member
advice: Moving your personal business.
Wired article: How to digitally erase all your stuff when you quit your job.
status of your patent incentives
and patent plaques:
HPI -- email@example.com
HPE -- firstname.lastname@example.org
eAwards. Check any incentive or reward account you have -- you
may be surprised. Spend the points before your last day. Get a debit
card or search for "Amazon"
to get a $25 card for 101 points. Charitable Donations for as little
as 1 point.
Long Term Care insurance. Retirees, consider whether to sign up for Long Term Care Insurance. Supposedly you can elect to take that coverage after retirement, but it might be safer to elect it now and cancel it later if you change your mind.
HPShopping. Change your email address at hpshopping.com to a
personal email address. Difficult and slow to change after you lose access. (You may need to buy a new system
somewhere to replace your
Print out copies of your past performance evaluations. Many report
that the rating they
received before WFR was suddenly and inexplicably much lower than
the ratings on previous evaluations. How to
obtain a copy of your personnel file to assist in developing your
- Print out the list of courses that you have taken
through the company – including courses taken through third parties
such as SkillSoft – for your files and to help with your résumé.
- Use the company's online
training facilities to complete courses and renew certifications --
for example, clocking training hours to renew your PMP
Corporate travel sites. If you have an account on a corporate travel site -- such as Carlson
Wagonlit -- remove your personal membership information -- i.e.
frequent flyer numbers, hotel loyalty account, driver's license, etc.
Ensure that the company has your current home mailing address. Even if
you have direct deposit, you may receive a paper check in the flood of
postal mail from the company. HP change-of-address
Read "What I
wish I had known before I left" -- comments from members:
Wish I Had Known.
Additional Issues specific to:
If you haven't
already done so, join the actual HP Alumni Association. (The
LinkedIn groups for current and former employees only carry samples
of what is available to members of the HP Alumni Association.)
The HPAA has private Benefits, Transition, and Finance online forums,
where we work on key issues. Also US job openings, technical help
forum, and other member services. No charge, thanks to HPAA members.
Join the HPAA
Additional action items
before your last day Questions or comments? email@example.com
While it's still convenient to do so, members recommend that you
consider taking these actions before your last day:
Credit. You may
want to take a loan, refinance your house, get a cash-back rewards
credit card, or set up a home equity line of credit while still employed.
Share Ownership Plan.
Consider dropping out of the Share Ownership Plan
early to quickly receive a refund of contributions that won't be used to buy shares.
Retirement Plan. Print the statements for your applicable
Savings Account. Print the account statement. Note that if you
are retiring before age 55, check your eligibility to retain the accumulated employer matching
Reimbursements. Check the status of your reimbursement accounts while you're still on the payroll.
Company stock. You need to
determine where your stock is currently located -- and keep each of
the companies administering your accounts up-to-date on your current
- Your stock may not all be in one place.
Due to the HP breakup, you may have shares of HP, Agilent, Keysight, Hewlett Packard Enterprise, DXC, Micro Focus, and
You or your heirs could lose some of the stock or dividends as "abandoned."
- You could pay taxes twice on the same income.
At the time you acquired employee stock, you paid income tax on the company contribution. If you sell stock, the broker
will use the cost basis in their records (which should not be
"unknown" -- i.e. $0) to report your apparent profit to the IRS.
A team of HP Alumni volunteers has developed a set of steps to help you
find it all, protect it from being treated as abandoned
property, and prevent double taxation.
Go to Employee Stock
Life Insurance. Pay for continuing life insurance before the grace period expires.
Classification as "retired."
- If you left at 55
or older with at least 10 years of service -- or left after 2010
with age-plus-years-of-service of at least 80 -- HPI generally
classifies you as "retired" -- even if WFRed. It is likely that HPE also uses the same criteria, but that
has not been confirmed.
- If classified by
the company as a "Retiree" arrange for your Retirement Gift
Badge" with your manager or department admin.
Members report that some
managers are not aware of this.
- Print out anything provided by the company via web or email
regarding the terms of your termination, retirement, or severance
program. Find and study the references to health coverage.
- Download the most recent
annual Retiree Benefits Enrollment Guide:
(Whether or not you print it out, it is very helpful to
search this complex document using the pdf reader on your system.
For example, search for "re-enroll" to find the rules about
re-enrolling in a retiree plan if you lose coverage from a
- Then call the appropriate Benefits Center to go over your specific
situation in detail -- which may include COBRA, reimbursement
accounts, Medicare, coverage for dependents, etc.
Phone numbers and member
HPAA's Contacts page
Depending on your situation, it may make financial sense to pull
forward some pending medical, dental, or vision work.
Work with your doctor and pharmacist to order ahead during any
transition in prescription coverage. While transitions usually work,
members have reported harrowing experiences that required emergency
intervention by the Benefits Center.
In order to work on your résumé and financial spreadsheet, use
Microsoft's Home Use
promo offer if you haven't already done so. You can get MS Office for your home PC or Mac
while you still have a company email address. When you install the
promo copy of Office on your home system, set up the email
features of Office to work with your personal email address.
Urgent tasks if you are not leaving the workforce Questions
or comments? firstname.lastname@example.org
While in the company, you may not
have even needed a résumé or a LinkedIn profile. Now you do...
strengthen your LinkedIn profile. Recruiters use LinkedIn to
find candidates. You can use LinkedIn to reconnect with former
co-workers who know you and your work. Many HPAA members
report that LinkedIn
helped them find a new job. Checked your LinkedIn profile lately? You may be surprised.
LinkedIn Tips and Traps.
LinkedIn doesn't work the way you think it does.
Modernize the format
and update the content of your résumé. Because résumés are now
optically scanned into systems -- and automatically searched for key
words -- older résumés must be not only be Updated in content but
also Updated in format. Pick up a modern book on résumés.
Job searching has
changed. Hard-won advice from HPAA members: Job Searching and Career
-- especially the pragmatic,
actionable HPAA video "Job
Searching for the Mature Worker."
Learn how it works before you need it:
Experience Letter. If
on a visa or expecting to emigrate, arrange for an experience letter
from the company. Helpful discussion on StackExchange:
Sample letters that got accepted and rejected
Your last days
Tips from HPAA members on how to handle your last days:
Don't resign unless you
are willing to give up your severance payment and unemployment
benefits. You may be required to train your replacement in order to
get severance. (BTW, it is possible to be fired for cause before your
Don't wait until the last day
to straighten up your personal computer files and pack your stuff
– this takes time. Don't be out of town your last days. Members report that possessions, books, and personal email address files
easily get lost as the company prepares to move on without you. Don't forget your plaques and certificates.
Have your new email address set up to give to people. Your company email account, autoreply, phone number, and
cell number will vanish quickly – perhaps before your last day.
Take the time to talk to people, say goodbye, and trade personal
email addresses and phone numbers
before you lose easy access.
If you can't reach someone, send an individual, personalized email.
(For legal reasons, many companies
forbid managers from giving references for former employees while
the manager is still with the company:
Verifying employment )
Be professional. If you send a farewell email, don't
spam the entire business unit. Remember that these are people who
may become your employers, co-workers, or business partners in the
Do your own simple lunch the week after even if there is an official
lunch. You can even invite people who are already gone. A bona fide celebration is an important part of the emotional
transition process. Leaving a job – even if eagerly and happily – has an impact of almost the same magnitude as a death in the
family. Don't skip this part of working through the emotional steps.
This is a beginning as well as an end.
Following weeks Questions or comments? email@example.com
Tips from HPAA members on
issues in the following weeks:
The US Equal Employment Opportunity Commission has a
helpful guide: "Understanding
Employee Severance Agreements"
- The company very much
wants to have your signed Waiver and Release Agreement. Details:
HP Employment Lawsuits
- You cannot submit the Waiver until after your last day as
an employee -- it will not be accepted.
- Be sure to provide
a personal email address on the Waiver form.
- Send your Waiver as soon
as possible. Easier to troubleshoot if something goes
wrong. Forms have been lost after they have been signed for by the
- Get direct confirmation of receipt with a
signature. The most secure US Mail method is to fill out the forms
in a post office lobby, then go to a window and get "Certified Mail" combined with "Return Receipt."
Details on US Postal Service website:
https://www.usps.com > Mail & Ship > Insurance & Extra Services Be
sure that the person at the post office window stamps your copy of
the mailing forms with the mailing date.
- You have a limited
time to sign and return it in order to receive your severance payment.
Details in WFR materials.
- There is a legally-required seven-day "rescission period" during
which you can revoke the agreement.
- The Waiver says: “You will
not receive a confirmation that HPE has received your Release
Agreement... HR Operations Organization and Payroll will not respond
to phone calls to confirm your Release Agreement was received.”
- Members report that you should
send an email
inquiring about receipt of your Waiver. (Include employee
number in all correspondence.) You will get a reply that
acknowledges receipt of the Waiver, gives the scheduled payment
date, and also says: "Severance payments are processed on the 15th
and last day of each month provided your waiver has been submitted
within the 60 days." The email warns that payments are subject to
withholding, but does not predict the payment amount.
. HPE address:
firstname.lastname@example.org [note the
underscores in the address]
. HPI address:
email@example.com [note the
underscores in the address]
[From past cycles: Even if you
have direct deposit, watch both your postal mail and your bank account.]
Severance policies vary
DXC, and Micro Focus. DXC severance
Getting your severance payment is a
- After the company receives the Waiver and seven
days have passed, the payment goes out
on a subsequent regular payroll cycle.
- You will get several
payments -- the number depends on your situation and the laws of the
state you live in. One California member reported receiving five
small payments between their last day and the actual severance
- Watch both your postal mail and your bank account. Some who had
direct deposit discovered a paper check in the flood of
postal mail from the company.
- In the past, some have reported that check amounts
visible through the envelope windows.
- Check your final earnings
statement very carefully against what you printed out before you
left. Especially an issue with HPE because of the HPE's change in
that you actually received the gross (pre-tax-withholding) severance
payment or PRP bonus that you are supposed to get. Check or dispute
Health insurance and
other benefits. Your benefits terminate at midnight on
your last day.
You may have been charged via payroll deduction
for the entire month of benefits. Contact
to prorate the premiums and get reimbursement.
If you are continuing health coverage via COBRA or retirement
- You may have been charged double for the remainder of your last
- Check with the
Benefits Center to be sure the system has been Updated. "They couldn't do
the surgery because his insurance had been terminated. It took a
very long three-way phone call with the Benefits Center and UHC to
get his new coverage entered into the system."
Be sure to take advantage of any transition services provided by the
company. Members consistently report that the Lee Hecht Harrison
classes are excellent. Typical comment: "LHH was crucial in coaching
me in how to find a job in today's market." LHH is helpful
even if actually retiring from the workforce: "
Some really interesting self-reflection sessions about
what to do in retirement."
Find out how soon you must
start the program after your last day at the company -- there are
expiration dates for the different services.
Members report that DXC does not offer
Fleet vehicle upgrade.
If you paid an upgrade charge for a company car but were WFRed
before the lease ended, you are entitled to a prorated reimbursement. Fleet Issues
Employment verification. It is a good idea to check the information
that you can cause to be reported to potential employers, financial institutions, and
Learn how it works:
A team of HP Alumni volunteers has developed a set of steps:
Employee Stock --
to find it all, protect it from being treated as abandoned
property, and prevent double taxation.
Assistance even if
you do not have original employee purchase records -- or did not input
your lot-and-cost information into your broker's system
accounts. The company will stop paying for accounts at the firms
that administer the 401(k), stock, option, etc. benefits plans. You
need to either move to another firm (paying a transfer fee) or
convert to a "retail" account. Members report being hit with
surprise "administrative" fees.
You must make direct contact with each broker and administrator at
least once a year. Otherwise, depending on state laws and
the broker or administrator's policies, members report that your
stock may be turned over to a state as abandoned property --
which can be very difficult to retrieve. Members report that
checking your brokerage statement online doesn't count.
If you are classified as "retired" (discussed above)
-- that is reported to outside payroll and
More in the "What
I wish I had known before I left" section of this site.
Finances. Two practical items recommended by members:
- "Think you might lose your
income? Four money moves to make now" by Michelle Singletary.
Washington Post (Several free articles per month.)
- "Making the Most of Your Money Now" by Jane Bryant
Quinn. Explains how financial things really work -- especially good
for analytic folks. ISBN-10:
Additional Issues specific to: DXC
Additional reference info
Links to reference info on this site:
For reference, the HPAA has copies of the most recent Health
Plan documents and sample
Waivers and Summary Plan
Descriptions. Wherever possible, you should use copies
you received directly from the company.
Flexible Spending Account "Your Spending Account" -- including the Dependent Care Claim Form and
the Health Care Claim Form.
Stock and options.
Where are my stock records?
Company employee stock purchase cost basis. Investor purchase cost basis.
Stock of predecessor and spinoff companies.
Please help us keep this
information up to date -- email: firstname.lastname@example.org
The Hewlett-Packard Alumni Association is operated by former
employees who volunteer their time. Not endorsed or
supported by the company.