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Leaving HP/HPE    Working    Companies    Contacts    Benefits & Medicare    Pension/401(k)    Stock    Join    Site Map


Menu of finance topics for HP and HPE alumni 

Advice and reference info from members. Join the HPAA Finance Group.

"Potential Private Retirement Benefit" letter from Social Security. Look at the "Year Reported" and the "Type of Benefit." If "A" -- in the previous year, you rolled the assets into a different plan, bought an annuity, or took the cash. If "M" -- you left before vesting in that plan. How to investigate: hpalumni.org/PotentialBenefitLetter.

If leaving or recently left, see our ASAP Checklist.


Finance Topics

Time to untangle your stock! Depending on when and how you acquired stock, you may now have stock in up to six HP-related companies in various accounts -- or have missed cash payouts. An HPAlumniteam has developed a step-by-step process. https://www.hpalumni.org/stock

Contacts for former employees. Member advice: stock records, employment and salary verification, Payroll. W-2, HP and HPE Retirement Service Centers, HP and HPE Benefits Centers, etc. https://www.hpalumni.org/contacts

Retirement plan topics. Pension. 401(k). Which company am I a retiree or legally a former employee of? Current and legacy HP, HPE, Compaq, DEC, EDS retirement plans. Should you take a lump-sum or a monthly pension? Includes a thorough discussion of the key question: Should you take a lump-sum or a monthly pension? https://www.hpalumni.org/RetirementPlans

Annual W-2 and final Earnings Statement. For HPInc, HPE, DXC, Micro Focus. https://www.hpalumni.org/Contacts-Payroll

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. https://www.hpalumni.org/StockOptions

What I wish I had known before I left. Financial surprises and hazards -- based on input from dozens of HPAA members. https://www.hpalumni.org/WIHK

How to Choose a Financial Advisor. Member advice on sorting out the different types of financial salespeople and advisors. https://www.hpalumni.org/FinancialAdvisor

Social Security. Member advice from an ex-HP/HPE perspective. https://www.hpalumni.org/SocialSecurity

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. Unclaimed Property

For those who worked at:  Agilent    Autonomy    Compaq    DEC    DXC    EDS    Keysight    Micro Focus    Perspecta    Tandem    Other Acquisitions and Spinoffs 

See also: Benefits Menu.

Join us! If formerly a regular, direct U.S. employee of HP or HPE -- or are in the process of leaving join the HP Alumni Association. No charge, thanks to HPAA's Supporting Members.

Website operated by volunteers. Not officially endorsed or supported. Comments: info@hpalumni.org  (Menu Updated Oct 31, 2021.)


If formerly a regular, direct U.S. employee of HP or HPE -- or are in the process of leaving -- join the HP Alumni Association. No charge, thanks to HPAA's Supporting Members.


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