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Menu of finance topics for HP, HPInc, and HPE alumni
Advice and reference info from members. These topics are covered in the HPAA Finance Forum
Time to untangle your stock! 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 An HP Alumni team developed a step-by-step process to find and protect your stock. Go to Employee Stock
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
Join us! If you were formerly a regular, direct employee of Hewlett-Packard, HPInc, or Hewlett Packard Enterprise -- or are in the process of leaving – join the HP Alumni Association. No charge, thanks to HPAA members.
Potential Private Retirement Benefit notice from Social Security.
Contacts for former employees. Member advice: stock records, employment and salary verification, Payroll. W-2, HPInc and HPE Retirement Service Centers, HPInc and HPE Benefits Centers, etc.
Retirement Plans. Pension. 401(k). Classification as "Retired." Which company am I a retiree or legally a former employee of? Legacy HP retirement plans -- HP Deferred Profit Sharing Plan and HP Retirement Plan. Should you take a lump-sum or a monthly pension? Note: HP originally gave its 401(k) program the confusing name "TAXCAP" -- "Tax Savings Capital Accumulation Plan."
Annual W-2 and final Earnings Statement for HPInc, HPE, DXC, Micro Focus.
What I wish I had known before I left. Financial surprises and hazards -- based on input from dozens of HPAA members.
How to Choose a Financial Advisor. Member advice on sorting out the different types of financial salespeople and advisors.
Social Security. Member advice from an ex-HP/HPInc/HPE perspective. Video and slides from the August 2016 HPAA Social Security Administration webinar.
Unclaimed Property. Almost everyone has some small stray uncashed check somewhere. This is surprisingly common, even for people who haven't changed their address in decades.
See also: Benefits Menu.
Questions or comments to: email@example.com (Menu Updated Jan 22, 2021.)
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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