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Disability or death of a former employee  (Updated Oct 29, 2020.)  Questions or comments to: info@hpalumni.org

Please note that the HP Alumni Association is an independent volunteer group of former employees. Not officially endorsed or supported by any company. You must contact the various HP-related companies that the person worked for.

Given HP's complex history of  acquisitions, divestitures, and spinoffs, the company that a person was a former employee of may not be obvious. On Nov 1, 2015, the Hewlett-Packard Company was renamed HP Inc. and a new, independent company -- Hewlett Packard Enterprise (no hyphen; singular; green-rectangle logo) -- was spun out. Portions of HPE were later spun out into DXC and Micro Focus. Portions of DXC and Micro Focus have since been spun out. Details: HP Breakup

Key principle:

Depends on which company's payroll the person was on at the time they left -- regardless of where their last business unit ended up in the HP Breakup. If a business unit was moved to DXC or Micro Focus, it is treated as though they left HPE to join another company. (Agilent and Keysight are exceptions, as detailed below.)

Complications:

- Service at predecessor companies. Of HP's many predecessor companies, only HP and DEC had retiree healthcare programs. Over the years, HP and DEC set aside money in dedicated trust funds to pay for those programs. Only HP, DEC, and EDS had pension plans. Over the years, HP, DEC, and EDS set aside money in dedicated trust funds to pay for those programs. Compaq, Tandem, Autonomy, Palm, etc. did not have retiree healthcare or pensions among their benefits programs. Their employees did not have those expectations and there were no corresponding trust funds to pass on to an acquiring company. Therefore, employees of those companies do not get credit under HP's retiree healthcare or pension programs for service at the predecessor company. (Confusing factor -- predecessor service does count for FTO and other benefits.)

- Enterprise. HP used the word "Enterprise" at various times in the internal names of business segments -- however the people were employees of Hewlett-Packard Company. On Nov 1, 2015, the Hewlett-Packard Company was renamed HP Inc. and a new, independent company -- Hewlett Packard Enterprise (no hyphen; singular; green-rectangle logo) -- was spun out.

- Classification as "retired." If an employee left at 55 or older with at least 10 years of service -- or left after 2010 with age-plus-years-of-service of at least 80 -- HPInc and HPE generally classify the employee as "retired" -- regardless of how they left and whether or not they have any retiree benefits. This is reported to the company's employment verification service, but doesn't seem to have any negative consequences. Inquiries from state Unemployment claims examiners go to a specific group in HR, which replies via letter. Over the years, members have reported that HP did not block their UI claims.

- Non-U.S. How to contact HR for a specific country: Worldwide HPInc and HPE Country Contacts

Specifically:

1. Left the Hewlett-Packard Company before the May 2, 2000 Agilent spinoff and had worked in the HP businesses that became Agilent -- instrument, medical, analytical, component, etc. -- classified as a former employee or retiree of Agilent.  Agilent page  
If worked in the HP or Agilent instrument business, reclassified in the 2014 Keysight spinoff as a former employee or retiree of Keysight.  Keysight page

2. Left the Hewlett-Packard Company before the Nov 1, 2015 HPInc/HPE split: Classified as a former employee or retiree of HPInc -- regardless of where the employee's last business unit ended up in the HP Breakup. HPInc contact page  May qualify for the "Pre-2003" retirement program.

3. Left HPInc. after the Nov 1, 2015 HPInc/HPE split: Classified as a former employee or retiree of HPInc. HPInc contact page  May qualify for the "Pre-2003" retirement program.

4. Left Hewlett Packard Enterprise after the Nov 1, 2015 HPInc/HPE split: Classified as a former employee or retiree of HPE. HPE contact page
Exception: HPE retirees who are qualified for the "Pre-2003" retirement program -- which refers to the year when HP's U.S. retiree medical program was redesigned to be much less generous -- not the year retired -- are legally retirees of HPE. However, HPE has paid HPInc to administer health benefits for those HPE retirees. (All other responsibilities, such as employment verification, are handled by HPE.) How to tell if qualified for Pre-2003: https://www.hpalumni.org/Pre2003

5. Transitioned to DXC or Micro Focus: Classified as a former employee or retiree of Hewlett Packard Enterprise. Treated as though left HPE to join any other company. Entitled to whatever retiree coverage qualified for at the time left HPE -- See item 4 above. HPE contact page    DXC contact page    Micro Focus UK and U.S. Headquarters [scroll down]

6. Left EDS before the Aug 26, 2008 HP acquisition: Classified as a former employee or retiree of HPInc. HPInc contact page (Note: If employed by EDS or "EDS, an HP Company" before January 1, 2009 may have an EDS pension EDS page )

7. Retired from DEC: Classified as a former employee or retiree of HPInc. HPInc contact page  Also see DEC page

Other predecessors and spinoffs. Information and links specifically for people from...   Autonomy    Compaq    DXC    Micro Focus    Perspecta    Tandem

In the past, we had reports that the HPInc or HPE Benefits Center does not notify all HP benefits and finance providers, but instead recommends additional notifications. A more recent report indicates that they do perform notifications. In any case, you should directly contact the appropriate retirement administrator(s), as indicated below, to ensure that any pension or 401(k) issues are resolved.

Health coverage of dependents:

Refer to your Benefits Enrollment Guide. The 2020 editions state:

1. HP: "...if at any time you elect not to participate in HP retiree medical coverage, there may be restrictions on your future ability to enroll... If you die after declining HP coverage, your surviving dependents will not be eligible to participate in HP benefits following your death. Only dependents who are covered on the date of your death can continue HP coverage." (page 18)

2. HPE: "You die after declining HPE coverage. Your surviving dependents will not be eligible to participate in benefits following your death. Only dependents who are covered on the date of your death can continue coverage. For information about survivor benefits, call the HPE Benefits Center."

We have official, searchable pdf copies of the Enrollment Guides on the HPAA website:  https://www.hpalumni.org/EnrollmentGuides

Tip: There is a lot of info packed into the Annual Enrollment Guides. Even if you have a paper copy, much easier to use if you download the most recent HPInc or HPE Annual Enrollment Guide from the Benefits Center website (or from the HPAlumni website: https://www.hpalumni.org/EnrollmentGuides ) and use Adobe Reader's search feature to find specific words or phrases in a pdf file. (To search for a word or phrase in a pdf file, press Ctrl and F together on a PC -- or Command and F on a Mac.)

Stock:  Depending on how the person managed their employment-related stock, this can be a major challenge.

There may be stock in up to seven HP-related companies, depending on when they worked at HP. Many find stray accounts -- or discover stock or dividends turned over to a state as "unclaimed."

The very complex issue of cost basis is usually not a factor for heirs: "The basis of property inherited from a decedent is generally... the fair market value of the property on the date of the decedent's death." See Gifts & Inheritances on IRS website and Kiplinger website.

An HP Alumni team has developed a step-by-step process to help find it and protect it. https://www.hpalumni.org/stock 

Pension or 401(k) plan: In general, pension and 401(k) issues are resolved when a person leaves the company. However, you should directly contact the appropriate retirement administrator(s) to ensure that any pension or 401(k) issues are resolved:

- The HPInc Retirement Service Center manages pension and 401(k) accounts for HPInc (formerly named Hewlett-Packard Company.) Also manages any pension or 401(k) accounts that Hewlett-Packard predecessor companies (such as Digital and EDS) may have had. Operated by Fidelity Investments.
1-800-457-4015, M-F 7:30 AM to 11:00 PM Central Time. Outside the U.S., call 1-508-787-9902 collect. Website: https://nb.fidelity.com/public/nb/hp/home

- The HPE Retirement Service Center manages pension and 401(k) accounts for Hewlett-Packard Enterprise. Also manages any pension or 401(k) accounts that companies acquired by HPE since the HPInc/HPE split (such as Cray and Nimble) may have had. Operated by Fidelity Investments.1-800-409-4015, M-F 7:30 AM to 11:00 PM Central Time. Outside the U.S., call 1-508-787-9902 collect. Website: https://nb.fidelity.com/public/nb/default/home

If you need to contact corporate headquarters of either company:

- HPInc (Palo Alto, CA)  https://www8.hp.com/us/en/contact-hp/office-locations.html

- Hewlett Packard Enterprise (San Jose, CA)  https://www.hpe.com/us/en/contact-hpe.html

HP-related life insurance. See https://www.hpalumni.org/Insurance for information on portable company-subsidized insurance plans and non-subsidized insurance discount programs. The employee/retiree death benefit was discontinued in 2010.

Run an online search for unclaimed property. Check any state they lived or worked in. Also check the state of incorporation and state of corporate headquarters for every employer (DE and CA for HP, DE and TX for EDS or Compaq, etc.) https://www.hpalumni.org/Unclaimed  State of incorporation for each stock is given in our Stock Decoder table.

Announcements to HP community. Obituary and memorial service announcements

If you are receiving benefits from the company based on the retirement status of your spouse or parent, you may want to join the independent, volunteer HP Alumni Association's Benefits Forum with your own email address. The HPAA Benefits Forum provides mutual help on health coverage -- COBRA, retirement, Medicare, open-market. Decoding Annual Enrollment. Decoding Annual Enrollment.
Join HPAA Benefits Forum


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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