- "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.

Companies are required to turn over unclaimed property to the state after a specific time period, which varies from state to state. As little as two years in some states. The process is called "Escheatment."

If a dividend check is not cashed -- and there are no other transactions that were initiated by you on the stock account -- by law, the "unclaimed" timer generally starts.

Which HP-related companies might I have stock in? 

Step 1: In the table below, compare the date when you first acquired HP stock with the dates of these major stock events. This indicates the public companies you should have shares in based on your purchases of HP stock (if if happens that you never sold any of the HP spinoff shares.)

Step 2: Click on each "Dividends" link in the blue column to find the most recent dividend or other payout that you should have received if you still have the stock registered in your name -- with your correct postal address.

Step 3: If you had 100 HPQ shares on Oct 21, 2015 (date of the HPInc/HPE split) -- and have not initiated the sale of any HP or spinoff stock since -- you should currently have the number of shares (and have received cash) as shown in the green column. (Amounts approximate, since fractional shares are paid out in cash.)

Step 3: If you are not getting dividends or payouts for a stock you believe you own, go to  Check for lost stock

If you owned HP stock on May 2, 2000, you participated in the spinoff of Agilent from the Hewlett-Packard Company (stock symbol HWP at the time.) Go to Agilent and Keysight Stock to check your stock and dividends. 

If you have stock paperwork or certificates from other HP-related companies:  
Autonomy    Compaq    Digital    DXC    EDS    Micro Focus    Perspecta    Tandem    Other predecessor companies

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. How to obtain your option-exercise W-2. 

If an entry on your tax return doesn't match what a broker, administrator, or transfer agent reported to the IRS (shown in a 1099-B they sent you) enter the correct data and include an explanatory note in your return -- using your tax-preparation software or via your tax preparer. Eventually, the IRS will mail you a computer-generated notice about the discrepancy between your tax return and the 1099-B reports. You then follow the instructions in the notice to reply with a copy of your supporting data

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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