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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.
"Potential Private Retirement Benefit" letter from Social Security. The key word is "potential." It reports the most recent transaction in a benefit plan that you were once enrolled in. If both "Type" and "Frequency" are coded "A" -- it means that during the "Year Reported" you rolled the money into a different plan, or bought an annuity, or took the cash. For details or if coded otherwise, go to Potential Benefit Letter.
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.
Time to untangle your stock! No one but you really cares about your employment-related stock. You may have had stock in up to seven HP-related companies. Your stock may not all be in the same place or be registered to your current postal address. You may need to retrieve lost stock or dividends, find stray accounts, or estimate your cost basis. An HP Alumni team 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.
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 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.
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Questions or comments to: email@example.com (Menu Updated Jun 21, 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 personalized advice of competent financial, legal, and personal advisors.
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