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Operated by former HP, HPInc, and HPE employees who volunteer their time. Not officially endorsed or supported. Join us!

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

If you received a "Potential Private Retirement Benefit Information" notice from Social Security, it is based on years-old information, as indicated by the "Year Reported" box. The key word is "potential." Here's how to decode it -- and who to contact if you are not sure what happened with that account.

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.


Finance Topics

Time to untangle your stock! No one but you really cares about your employment-related stock. You may have stock in up to seven HP-related companies (HPQ, HPE, A, KEYS, DXC, MFGP, PRSP.) Your stock may not all be in the same place. You may need to retrieve lost stock or dividends, find stray accounts, or estimate your cost basis. An HPAlumniteam has developed a step-by-step process to find and protect your stock. Employee Stock

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.

Stock options  How they work. How they expire. Tax issues. If you exercised stock options last year, you need both a 1099-B and a W-2. How to obtain your option-exercise W-2

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.

Financial and other issues for those from:  Agilent    Autonomy    Compaq    Digital    DXC    EDS    Keysight    Micro Focus    Perspecta    Tandem

See also: Benefits Menu.

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.

Questions or comments to: info@hpalumni.org  (Menu Updated Mar 28, 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. No charge, thanks to HPAA members.

As financial, legal, and personal advice must be tailored to the specific circumstances of each case, and finances and laws are constantly changing, nothing provided here should be used as a substitute for the personal advice of competent financial, legal, and personal advisors.


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