U.S. HPE (Hewlett Packard Enterprise) financial benefits contacts

Advice from alumni discussions. Not officially endorsed or supported. Join HPAA at no charge. (Sep 14, 2023)  Question? Email: info@hpalumni.org 

This is a supplement to HPAA's contact directory for former employees of HP, HPE, and related companies: hpalumni.org/contacts

If leaving or recently left, use our ASAP Checklist.

Received a "Potential Private Retirement Benefit" letter from Social Security? How to decode the letter and who to contact, if necessary: Potential Benefit letter

Leaving HPE   Official "Leaving HPE" site   Member checklist

Pension, 401(k)  (Fidelity) 1-800-409-4015 (If no password, keep hitting #.) (Outside US 1-508-787-9902 collect.) Fidelity  (Members advise that local Fidelity offices are focused on sales.)  

Payroll, W-2  HPE US Former Employee Site    Member advice

Stock  Check both HPE sites: HPE Investor Relations (scroll down)    HPE Worldwide Former Employee Sites [Allow several minutes for page to load.]  Member advice  

Former employee contacts for all countries  HPE Worldwide Former Employee Sites [Allow several minutes for page to load.]  If difficulty: Hewlett Packard Enterprise, 1701 E Mossy Oaks Rd, Spring, TX 77389. 1-678-259-9860. (At a Post Office window, you can specify Certified Mail combined with Return Receipt.)

Member advice

The HPE Retirement Service Center is the primary administrator for Hewlett Packard Enterprise U.S. pension and 401(k) accounts, including any accounts for companies that HPE acquired since Nov 1, 2015 (Cray, Juniper, Nimble, etc.) Operated by Fidelity Investments. 1-800-409-4015 (If no password, keep hitting #.) (Outside US 1-508-787-9902 collect.)  https://nb.fidelity.com (Members advise that local Fidelity offices are focused on sales.)

Note: The HP Retirement Service Center is the primary administrator for HP Inc U.S. pension and 401(k) accounts, including any accounts for companies that Hewlett-Packard acquired before Nov 1, 2015 (Compaq, DEC, EDS, etc.) Operated by Fidelity Investments. 1-800-457-4015 (If no password, keep hitting #.) (Outside US 1-508-787-9902 collect.) https://nb.fidelity.com (Members advise that local Fidelity offices are focused on sales.)

The key document for a US employee retirement or health plan is the legal Summary Plan Description (SPD). It includes plan details and an address at the employer for appeals. The current SPD takes precedence over any other written, online, or verbal information you may have been given -- but is still subject to change. The employer's plan administrator is required by law to provide the SPD upon request. How to obtain and decode: https://www.hpalumni.org/SPD-decode

- EDS. If you were employed in the U.S. by EDS or "EDS, an HP Company" before Jan 1, 2009 -- you may have an EDS pension, administered by HP: Details: hpalumni.org/eds

- DEC. If you were employed by DEC prior to Mar 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

- HPE Canada. https://content.ext.hpe.com/sites/CountrySupport/Canada_External_HRSupport.page

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 (If no password, keep hitting #.) (Outside US 1-508-787-9902 collect.) Fidelity (Members advise that local Fidelity offices are focused on sales.)

Stock: You may now have stock in HP, HPE, Agilent, Keysight, or DXC in various accounts – and may not have received cash payouts for Micro Focus and Perspecta. Due to spinoffs and splits, current cost basis depends on when you acquired each block of shares. Members have found that plan administrators, transfer agents, and brokerages vary significantly in how (or if) they track gain/loss and cost basis for the many complex HP-related stock events -- and what (if anything) they report to the IRS. Stock Recovery and Cost Basis

W-2 or final Earnings Statement.  hpalumni.org/Contacts-Payroll

Employment verification and experience letters for Hewlett-Packard, Hewlett Packard Enterprise, and related companies. Employment and Experience Verification

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/Contacts-Payroll

Death or disability of a former employee. Stock, pension, dependent health coverage, and other issues: Member advice

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