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Operated by former employees who volunteer their time. Not endorsed or supported by the company.

Menu: Finance, stock, and tax issues for HP, HP Inc, HPE alumni 

Advice and reference info from members. (Updated July 2, 2018.)  Questions or comments to: info@hpalumni.org  Covered in HPAA US Finance Forum

Time to untangle your stock! Due to the breakup of HP, many have discovered that they have stock in more HP-related companies (as many as seven), located in more accounts, and with much less accurate cost basis values that they thought. You could wind up paying taxes twice on the same income. Some of your stock or dividends may have been turned over to a state government as "unclaimed." Your cost basis doesn't affect your heirs, but they may not be able to find all your stock. A team of HP Alumni volunteers has developed a step-by-step process to help you find all your stock, protectit from being treated as abandoned property, and prevent double taxation. Go to Employee Stock

Other stockholders should contact the companies directly.

Finances

Contacts for former employees. Member advice: stock records, employment and salary verification, Payroll. W-2, HP Retirement Service Center at Fidelity, HP Benefits Center, etc.

Compaq issues  CPQ shares purchased under the Compaq employee stock purchase plan have HPQ, HPE, and other spinoff shares at Morgan Stanley. Members report problems with MS.

DEC issues. HP Inc is the legal successor to DEC. You may have a benefit under the Digital Pension Plan or Digital Retiree Health Program.

EDS issues. If you were employed by EDS or "EDS, an HP Company" before January 1, 2009, you may have an EDS pension that you have forgotten about. If you acquired HP stock via the EDS employee stock purchase plan. How to sell your EDS stock.

Annual W-2 and final Earnings Statement  for HP Inc, HPE, DXC, Micro Focus.

What I wish I had known before I left. Financial surprises and hazards -- based on input from dozens of HPAA members.

Social Security. Member advice from an ex-HP perspective. Video and slides from the August 2016 HPAA Social Security Administration webinar.

HP Retirement Plans. Links to documents, discussions, and contacts.

Unclaimed Property. Almost everyone has some small stray uncashed check somewhere. This is surprisingly common, even for people who haven't changed their address in decades.

See also: US Benefits Forum. Mutual help on health coverage -- COBRA, retirement, Medicare, open-market. Decoding Annual Enrollment. Other company-administered benefits such as discounts.


For more mutual help on this topic and many others, join the independent HP Alumni Association. If you were formerly a regular, direct employee of Hewlett-Packard, HP Inc, or Hewlett Packard Enterprise -- or have a defined retirement or termination date, join the HPAA. No charge, thanks to HPAA members.


 2018 Hewlett-Packard Alumni Association, Inc.  By using this site you accept these terms  Operated by former employees who volunteer their time. Not endorsed or supported by the company.