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Employee Stock Step 1. Stock Decoder Step 2. Where's my stock? Step 3. Check for lost stock 4. Other 5. Spreadsheets 6. Taxes Main Menu |
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Mutual help for those who acquired stock via employment at HP, HPE, or predecessor companies. Operated by former employees who volunteer their time. Not officially endorsed or supported. Join us! |
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Stock issues for former and current
employees. 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you received a "Potential Private Retirement Benefit Information" notice from Social Security, it is usually based on outdated information about a retirement plan or an employee stock fund. Note the "Year Reported" date on the form included in the body of the notice. Here's how to decode it: 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: Time to untangle your stock! With any employer, no one but you really cares about your employment-related stock. Due to the HP Breakup, you may have stock in up to seven HP-related companies. It may not all be held in the same place. Many find stray accounts -- or need to retrieve stock or dividends turned over to a state as "unclaimed." With each spinoff, the cost basis for your shares changed. You could pay taxes twice on the same income. Your heirs won't need to know your cost basis, but will need to find all the shares. An HP Alumni team 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 1. Stock Decoder Other stock-related topics: - Join the HPAA Finance Forum - Stock records: Companies pay various firms to perform shareholder recordkeeping. How to obtain stock records. - Lost stock: This is surprisingly common, even for people who haven't changed their address in decades. How to check for lost stock, dividends, and other unclaimed property - 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. More Stock Option Advice. - Employee stock in predecessor companies: Compaq EDS Other predecessor companies, including Indigo, Mercury, Opsware, and Peregrine: Predecessor company stock |
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Disclaimer. The information contained in this website, or sites linked to it, is provided as a service to the community, and does not constitute financial, legal, or personal advice. We make no claims, promises or guarantees about the accuracy, completeness, or adequacy of the information contained in or linked to this website and associated sites. 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. 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. © 2020 Hewlett-Packard Alumni Association, Inc. • By using this site you accept these terms • Operated by former employees who volunteer their time. Not officially endorsed or supported by any company. |
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