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U.S. HPE financial benefits contacts

Advice and reference info from members. (Updated Jan 14, 2021.)  Questions or comments to: info@hpalumni.org   

If leaving or recently left, see our ASAP Checklist -- what to do before losing access to the company's internal systems and in the following few weeks.

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. Portions of DXC and Micro Focus have since been spun out. Details: HP Breakup

Not always obvious: Which HP-related companies am I a retiree or former employee of? 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 from the company -- in case of class-action settlements, pension, or stock issues. Update address at former company

HPE financial benefits contacts

The HPE Retirement Service Center manages pension and 401(k) accounts for Hewlett-Packard Enterprise. Also manages any pension or 401(k) accounts that companies acquired by HPE since the HPInc/HPE split (such as Cray and Nimble) 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 HPInc Retirement Service Center manages any pension or 401(k) accounts that Hewlett-Packard predecessor companies (such as 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. Fidelity website

- 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 1-800-457-4015 -- 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 HP-employment-related stock. You may have stock in up to seven HP-related companies. You may find stray accounts -- or need to retrieve lost stock or dividends. With each spinoff, your cost basis changed. Your heirs won't need to know your cost basis, but will need to find all the shares. 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. Helping each other with life after HP. No charge, thanks to HPAA members.

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