Retiree/Dependent Checklist. Benefits, pension/401(k), more. (Updated Mar 5, 2022.)
Helping each other with life after HP and HPE. Updates and Q-and-A forums on topics such as COBRA and retiree health coverage, transition to Medicare, employee stock, 401(k), and pensions. TechTalk. Operated by volunteers. Not officially endorsed or supported.
Join us. If formerly a regular, direct U.S. employee of HP or HPE -- or are in the process of leaving. We also welcome others who could benefit from our updates and forums: spouses/partners, those receiving company benefits -- spouses/partners, dependents, DEC and EDS retirees -- and heirs with HP-related stock. No charge, thanks to HPAA's Supporting Members. Join at hpalumni.org/join
1. Official contact points
There is useful information for all former employees on the official retiree websites -- including benefits, discounts, contacts, and change of address.
HP (HP Inc.) contacts for former employees: HPAA's directory of HP contacts
HPE (Hewlett Packard Enterprise Company) contacts for former employees: HPAA's directory of HPE contacts
2. HPAA member advice
If leaving or recently left: ASAP Checklist. Continually-updated member advice on what to do before losing access to company systems -- and in the following few weeks.
Classification as a "retiree." 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, or left under an early retirement program -- HP 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 outside payroll and employment verification services, but doesn't seem to have any negative consequences. Inquiries from state Unemployment Dept. 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.
To determine if you have any
HP, HPE, or DEC retiree or dependent health benefits:
"Potential Private Retirement Benefit" letter from Social Security. If "Type of Benefit" is "A" -- you rolled to a different plan, bought an annuity, or took cash. How to decode and what to do: hpalumni.org/PotentialBenefitLetter.
Make sure that the legal successor to every company you ever worked for has your current postal address. Even if not classified by the company as a "Retiree" or if long gone -- in case of pension plan changes, employment lawsuits, settlements, or other issues. (HP Inc. is the legal successor to the companies acquired by Hewlett-Packard before the company was split into HP Inc. and Hewlett Packard Enterprise, including DEC, EDS, etc.) Update address at former company
Service at predecessor companies. Of the many Hewlett-Packard predecessor companies, only HP and DEC had retiree healthcare 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, 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. (DEC employees get retiree health credit for DEC and HP service but not Compaq service.) Confusingly, predecessor service counts for vacation/FTO. Details: DEC EDS
Which HP-related companies have me classified as a retiree or former employee? Given HP's history of acquisitions and spinoffs, this may not be obvious. If any doubt, check here: Which Company
Sorting out the different types of financial salespeople and advisors. Member Advice: How to Choose a Financial Advisor.
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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