| Index WFR/Leaving Contacts Benefits Medicare Stock Pension Working HP/HPE Forums | |
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Helping each other with life after HP and HPE. (Site last updated Mar 27, 2024) Member-supported, independent, volunteer association. Micro Focus (MFGP) stock and tax issues: Micro Focus Stock (Updated Mar 3, 2024) Stock. You may now have stock in HP, HPE, Agilent, Keysight, and/or DXC in various accounts (and may not have received the Micro Focus or Perspecta cash payouts.) Your accounts may be at employee stock purchase or option/incentive plan administrators, at transfer agents for spun-off companies, or at a brokerage. Cost basis depends on when you acquired each block of shares as companies were spun out. Members have found wide variation in the records kept by plan administrators, transfer agents, and brokerages -- and in what (if anything) is reported to the IRS. You can easily pay tax twice on the same transaction. HPAA members have developed data, spreadsheets, and advice: Stock Recovery and Cost Basis W-2s: Employers are required to either post W-2's online or put them in the mail by Jan 31. Member advice: Payroll and W-2 If dealing with possible layoff or considering retirement: Practical advice from HP/HPE alumni who have gone through past cycles – including action to quietly take now even if not expecting to leave. Leaving HP or HPE Receive updates and ask questions about benefits and finance issues. If formerly a regular, direct US employee of HP or HPE – or in the process of leaving – Join at no charge by sending an email. Website: Key information from selected forum discussions is summarized on our website. No password required. Major sections: WFR/Leaving, Contacts, Benefits, Medicare, Stock, Pension, Job/Career, Website Index Info for people from: Agilent Autonomy Compaq DEC DXC EDS Keysight Micro Focus Perspecta Tandem Other acquisitions and spinoffs Benefits enrollment: Health coverage -- from company or otherwise Medicare for HP/HPE alumni Received a "Potential Private Retirement Benefit" letter from Social Security? How to decode the letter and who to contact, if necessary: Potential Benefit letter Even if not currently looking, you need a strong, credible LinkedIn profile. Reconnect with people who know your work. Be found by recruiting bots. Profile changes have been made without notification, making some look fake. LinkedIn Tips and Traps Other popular topics: Discounts Social Security Verify Employment W-2/Payroll Wish I Had Known If you worked in: Canada UK Other Countries About the HPAA Question? Email: info@hpalumni.org |
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