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Member advice for former employees of related companies
This page is for former employees and retirees of spinoff and predecessor companies such as Agilent, Compaq, DEC, DXC, EDS, Keysight, Micro Focus, Tandem, etc.
Key contact: 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.)
Key contact: 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.)
Advice from HP/HPE alumni discussions. Not officially endorsed or supported. Join HPAA at no charge. (May 13, 2023) Question? Email: info@hpalumni.org
If you are also a former employee or retiree of HP or HPE, you should also check these contact lists: HP Contacts HPE Contacts
Make sure that every company you worked for (which may include both HPInc and Hewlett Packard Enterprise) 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 overall legal successor to companies acquired by Hewlett-Packard before the company was split into HP Inc and Hewlett Packard Enterprise, including DEC, EDS, etc.) Update address at former company
Which HP-related companies have me classified as a retiree or former employee? Due to acquisitions and spinoffs, this may not be obvious. Check here: Which Company
Service at predecessor companies. Of the many predecessor companies, only HP, DEC, and EDS ever had U.S. pension plans. Only HP and DEC ever had U.S. retiree healthcare plans. Over the years, the companies set aside money in a dedicated trust fund for each plan. The benefits originally promised assumed continued high profit levels. Each plan was eventually closed to new participants.
Employees of other acquisitions did not have those expectations and there were no plans -- with associated trust funds -- to pass on to an acquiring company.
As employees were added to the retirement plans in effect at the time of acquisition, they did not get credit for service at the predecessor. However, they generally did get service credit for other benefits, such as vacation/FTO.
Employment verification and experience letters for Hewlett-Packard, Hewlett Packard Enterprise, and related companies. Employment and Experience Verification
Death or disability of a former employee. Stock, pension, dependent health coverage, and other issues: Member advice
Financial benefits contacts -- 401(k), pension, stock...
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.)
- 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
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.)
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
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 1-800-457-4015 (If no password, keep hitting #.) (Outside US 1-508-787-9902 collect.) Fidelity (Members advise that local Fidelity offices are focused on sales.)
Employee stock and options. 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: 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
W-2 Wage and Tax Statement or Final Earnings Statement for U.S.
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.)
Additional information
Info for those who worked at: Agilent Autonomy Compaq DEC DXC EDS HP HPE Keysight Micro Focus Perspecta Tandem Other acquisitions and spinoffs
Other contacts
Local social clubs and events in the Bay Area, Southern California, Oregon, and Texas -- and DEC chapters. Go to https://www.hpalumni.org/social
Reconnect, celebrate the good times, and appreciate those who have passed. There are many HP-related social groups on Facebook, including: HP, Agilent, Apollo, Avondale, Boise, Colorado, Compaq, Corvallis, Cupertino, DEC, EDS, Keysight, Medical, Response Center, Roseville, Santa Rosa, Southern California, Tandem, UK... Private, independent online forums operated and moderated by people from each community. Leading HP-related Facebook groups: https://www.hpalumni.org/facebook
Check your LinkedIn profile. Even if not currently looking for a job, you need a strong, credible LinkedIn profile. Reconnect with people who know you and your work. Be found by hiring managers, recruiters, and recruiting bots. You can promote your specialized expertise. Your profile may have been automatically changed. Member advice: hpalumni.org/LinkedIn
HP Alumni Association: Question? Email: info@hpalumni.org
Helping each other with life after HP and HPE: Website Index Forums
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