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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, HPI, HPE alumni 

Advice and reference info from members. (Updated April 9, 2018.)  Questions or comments to: info@hpalumni.org  Covered in HPAA US Finance Forum

Stock:

- A team of HP Alumni volunteers has developed a set of steps: Employee Stock -- how to find it all, protectit 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

- Other stockholders should contact the companies directly.

Finances

Annual W-2 and final Earnings Statement  for HPI, 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.

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. 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.