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U.S. HPE financial benefits contacts

Advice and reference info from members. (Updated Feb 3, 2021.)  Questions or comments to: info@hpalumni.org   

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 legal name of the Hewlett-PackardCompany was changed to 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.

HP Inc. is the legal successor to the companies acquired by the Hewlett-Packard Company before the company was split into HP Inc. and Hewlett Packard Enterprise (HPE.) Responsibility for any commitments to former employees of Autonomy, Compaq, Digital, EDS, Tandem, etc. remain with HP Inc. -- regardless of whether the employee's last business unit ended up in HP Inc. 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.

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 pension plan changes, employment lawsuits, settlements, or other issues. (HP Inc. is the legal successor to companies bought by HP -- including Compaq and EDS. HPE is successor to companies it bought -- Cray, Nimble, etc.) Update address at former company

"Potential Private Retirement Benefit" letter from Social Security. Reports the last transaction in a benefit plan that you were once enrolled in. If coded "A" -- in the previous year, you rolled the money into a different plan, bought an annuity, or took the cash. "M" if you left before vesting in that plan. For details, go to https://www.hpalumni.org/PotentialBenefitLetter.


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 Nov 1, 2015 HPE spinoff (Cray, Nimble, etc.) may have had. Operated by Fidelity Investments.
1-800-409-4015, M-F 7:30 AM to 11:00 PM Central Time. Outside the U.S., call 1-508-787-9902 collect. Website: https://nb.fidelity.com/public/nb/default/home

Note that the HP 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.
1-800-457-4015, M-F 7:30 AM to 11:00 PM Central Time. Outside the U.S., call 1-508-787-9902 collect.
Website:  https://nb.fidelity.com/public/nb/hp/home

For details of an employer retirement or health plan, obtain a copy of the legal Summary Plan Description ("SPD") -- either by logging into your account on the plan administrator's website or by calling the plan administrator's phone center. They are required by law to provide your SPD upon request. The SPD takes precedence over any other written, online, or verbal information you may be given. How to use an SPD

- EDS. If you were employed in the U.S. 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 or 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


If you were formerly a regular, direct employee of HP or HPE -- or are in the process of leaving -- join the HP Alumni Association. Membership is also open to heirs with HP-related stock and to those receiving company benefits -- spouses, partners, dependents, DEC and EDS retirees. No charge, thanks to HPAA members.


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