HP/HPE-related stock.

Question? Email us: info@hpalumni.org  From the independent association for former employees of HP and HPE – and those in the process of leaving. Not officially endorsed or supported.

Received a "Potential Private Retirement Benefit" letter from U.S. Social Security? How to decode it and who to contact, if necessary: Potential Benefit letter

Received a letter from "EQ Unify" about your stock? You must take action. Letter is unclear and doesn't cover all choices: Letter from "EQ Unify"

Situation:

Depending on when and how you acquired stock – and due to the sequence of spinoffs and acquisitions – you may now have shares of HP Inc, HPE, DXC, Keysight, and/or Agilent – in different accounts – and may not have received Micro Focus, Perspecta, or other cash payouts. Shares, payouts, or dividends may have been turned over to the state as "unclaimed property." Find it all – and verify or estimate your current cost basis.

Transactions were often tracked and reported differently – or not at all.

Only you – not the company, plan administrators, transfer agents, brokers, or the IRS – can reconstruct your full employee stock history.

Decoding the stock symbols:  HP Inc (HPQ, HWP before May 2002), HPE (HPE), DXC (DXC), Keysight (KEYS), Agilent (A), Micro Focus (MFGP), Perspecta (PRSP).

Steps to take:

1. Check for unclaimed property. Neither cashing dividend checks, receiving direct deposits, online access, nor receiving statements prevents inactive accounts from being turned over to the state – only a personally-initiated transaction, postal response, or call. Difficult to retrieve money; stock is sold. 

Check the official public US MissingMoney website for lost shares, uncashed stock-buyout or dividend checks, and other stray money. This is surprisingly common, even for people who haven't changed their address in decades.

Searches the combined online databases of 49 states (except Hawaii) -- plus Puerto Rico. Operated by the National Association of Unclaimed Property Administrators and the National Association of State Treasurers. https://www.missingmoney.com  Be sure to try variations on the spelling of your first and last names. Member advice: https://www.hpalumni.org/Unclaimed

2. Stock event timeline. How many shares of which companies should I have? (HPQ, HPE, DXC, KEYS, A) How much cash should I have received? (MFGP, PRSP) https://www.hpalumni.org/StockHowMany

3. Find it all. Your stock is probably held in different places. (For example, your MFGP stock may have been at a transfer agent called AST.) Stock certificates. Transfer agents. Plan administrators. Options and stock awards. Your brokerage account. What happens when you leave? Find all your HP/HPE-related stock and options: https://www.hpalumni.org/StockWhere

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