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U.S. HPE financial benefits contacts
Advice and reference info from members. (Updated Feb 3, 2021.) Questions or comments to: email@example.com
If leaving or recently left, see our ASAP Checklist. Member advice on what to do before losing access to company systems -- and in the following few weeks.
HP Breakup. On Nov 1, 2015, the Hewlett-Packard Company was renamed HP Inc. and a new, independent company -- Hewlett Packard Enterprise (no hyphen; singular; green-rectangle logo) -- was spun out. Portions of HPE were later spun out into DXC and Micro Focus, which have spun out other companies. Details: HP Breakup Note: HP Labs is part of HP Inc. -- but Hewlett Packard Labs (no hyphen) is part of Hewlett Packard Enterprise.
HPInc is the legal successor to the companies acquired by the Hewlett-Packard Company before the company was split into HPInc and Hewlett Packard Enterprise (HPE.) Responsibility for any commitments to former employees of Autonomy, Compaq, Digital, EDS, Tandem, etc. remain with HPInc -- regardless of whether the employee's last business unit ended up in HPInc or HPE. This includes employment verification and any retiree health coverage, pension, 401(k), etc. plans. HPE is responsible for any commitments to former employees of companies acquired by HPE, such as Cray, Nimble, etc. (About the HP Breakup)
Which HP-related companies am I a retiree or former employee of? (Not always obvious.) Given HP's complex history of acquisitions, divestitures, and spinoffs, the company or companies that you are legally a former employee of may not be obvious. If any doubt, check here: Which Company
Make sure that every company you ever worked for has your current postal address. Even if not classified by the company as a "Retiree" or if long gone -- in case of class-action settlements or other issues. Update address at former company
"Potential Private Retirement Benefit" letter from Social Security. The key word is "potential." It reports the most recent transaction in a benefit plan that you were once enrolled in. If both "Type" and "Frequency" are coded "A" -- it means that during the "Year Reported" you rolled the money into a different plan, or bought an annuity, or took the cash. For details or if coded otherwise, go to Potential Benefit Letter.
HPE financial benefits contacts
The HPE Retirement Service Center administers pension and 401(k)
accounts for Hewlett Packard Enterprise. Also administers any
pension or 401(k) accounts that companies acquired by HPE
since the HPInc/HPE split (Cray, Nimble, etc.)
may have had. Operated by Fidelity Investments.
Note that the HPInc Retirement Service Center
administers any pension or 401(k) accounts that
Hewlett-Packard predecessor companies (such as Compaq, Digital, and EDS)
may have had. Operated by Fidelity Investments.
(For details of a retirement plan, obtain a copy of the legal "Summary Plan Description" -- usually by logging into your account on the plan administrator's website. Decoding SPDs)
- EDS. 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. Details: hpalumni.org/eds
- Digital. If you were employed by DEC prior to March 1, 1996, you may have a benefit under the HP Cash Account Pension Plan. Details: hpalumni.org/DEC
- Other predecessor companies. Details: hpalumni.org/contacts-OtherCompanies
If you have an existing HP 401(k) or personal brokerage account at Fidelity, go to http://netbenefits.com and use your existing username and password. Otherwise, call Fidelity at 1-800-409-4015 -- select "ESPP" -- on any business day (except NYSE holidays) between 8:30 a.m. and midnight Eastern time. Outside the U.S., call 1-508-787-9902 collect.
Employee stock and options. No one but you really cares about your employment-related stock. You may have had stock in up to seven HP-related companies. Your stock may not all be in the same place or be registered to your current postal address. You may need to retrieve lost stock, dividends, or cash payouts, find stray accounts, or estimate your cost basis. hpalumni.org/stock
W-2 or final Earnings Statement. hpalumni.org/W-2
Worldwide: Employment verification and experience letters for Hewlett-Packard, HPInc, Hewlett Packard Enterprise, predecessor companies, and successor companies. How to provide current and past employment status and salary to potential employers, financial institutions, and government aid agencies: hpalumni.org/verif
U.S. W-2 Wage and Tax Statement or Final Earnings Statement. You need your company W-2 if you exercised any options during the year -- even if you did not work for the company during that year. (You will also get a 1099-B from the broker. You need both documents for every option exercise.) How to obtain your annual W-2 or final Earnings Statement: hpalumni.org/W-2
Report disability or a death to the company. hpalumni.org/ReportDeath
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 HP, HPInc, or HPE -- or are in the process of leaving -- join the HP Alumni Association. No charge, thanks to HPAA members.
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