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Step 1. Stock Overview    2. Stock Decoder    3. Where's my stock?    4. Check for lost stock    5. Other issues    6. Cost Basis    7. Taxes    Map of Stock Pages


1. Stock issues for former and current employees.
(Updated Jan 17, 2021.)  Questions or comments to: info@hpalumni.org 

This topic is covered in the HPAA's Finance Forum. Discuss U.S. pension, employee stock, Social Security, and other personal finance issues from an ex-HP/HPInc/HPE perspective. Moderated. Join 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: https://www.hpalumni.org/PotentialBenefitLetter

If you are leaving the company, see our ASAP Checklist for additional information on this topic.

Reference info about employee stock: Check your termination paperwork and the very helpful official "leaving" site for your company -- both accessible outside company firewalls:
- "Leaving/Retiring from HP" https://www.leavinghpinc.com   (Official HP site: password no longer required.)
- "Leaving Hewlett Packard Enterprise" https://www.leavinghpe.com   (Official HPE site: login=leaving   password=HPE (both case-sensitive)

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. 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. Here's the first step:

Begin the HPAA's step-by-step Stock Recovery Process  Step 2. Stock Decoder


Other stock-related topics:

- Stock records: Companies pay various firms to perform shareholder recordkeeping. How to obtain stock records.

- Stock options: How they work. How they expire. Tax issues. Stock options  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


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.

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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