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Finance and tax issues for HP, HPI, HPE alumni

Advice and reference info from members.
This topic is covered in the HPAA's US Finance Forum. Discuss US personal finance issues -- such as Social Security and stock -- from an ex-HP perspective.
Questions or comments to: info@hpalumni.org

Join the HPAA Finance Forum -- Discuss US personal finance issues -- such as Social Security and stock -- from an ex-HP perspective.

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

Final Earnings Statement and Annual W-2 -- member advice on how to obtain them.

Stock and options issues for HP alumni -- where are my stock records? Employee purchase cost basis. Investor purchase cost basis. Options. DXC and Micro Focus issues.

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.

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.

Unclaimed Property -- be sure to check state unclaimed property sites for lost shares, uncashed dividend checks, and other stray money. No need to pay anyone

See also: US Benefits Forum. Mutual help on health coverage -- COBRA, retirement, Medicare, open-market. Annual Enrollment, discounts.

For more mutual help on these topics and many others, join the HP Alumni Association. You are eligible to join 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.  Thanks to the HPAA's Supporting Members, there is no charge to join the HP Alumni Association.

The Hewlett-Packard Alumni Association is an independent volunteer organization of former HP, HP Inc, and Hewlett Packard Enterprise employees – and current employees in the process of leaving. Operated by former employees who volunteer their time; not officially endorsed or supported. 

 

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