FAQ

Commonly asked questions

Submitting claims

: To inform Northwestern Mutual of a Long-Term Care claim, please complete this form or contact the Northwestern Long-Term Care Claims Administration Office at (800) 748-9493. Our staff will answer your questions and assist you with all aspects of claims management.
: To inform Northwestern Mutual of a disability, please complete this form or call our dedicated team at (800) 748-9493. You can also contact your Northwestern Mutual Representative.
: Our deepest sympathies. To inform Northwestern Mutual of a death of your loved one, please complete the following form.

Beneficiaries

: To view beneficiary information, go to the details page of your individual policy or investment account by logging in here or registering for access to your online account here.
: There are reasons why this may happen. If you're not able to view all of your designated beneficiaries, please call our Customer Service Center at(866) 950-4644, Mon–Fri, 7am–6pm CT
: A beneficiary change can be made online for all life insurance products by logging in here or registering for access to your online account here. For changes to other products, see below.
To make beneficiary changes on investment products, contact your financial representative or call Investment Client services at (866) 950-4644.
To make beneficiary changes on an Income Annuity or Income Plan, contact your financial representative or call Annuity Client Services at (866) 269-2950.
To make beneficiary changes on a Universal Life product, contact your financial representative or call Universal Life Services at (866) 464-3800.
: The most efficient way to make a beneficiary change on an insurance policy is to quickly and easily create an account for online access to your policies. Your individual insurance policies will be listed under the 'Insurance' tab, and you can review and change beneficiary information by simply:
Selecting a policy
Click on "Manage Beneficiaries"
Alternatively, you can complete, sign and return a Beneficiary Change form by:
Logging into the website and printing out the beneficiary change form
Contacting your Northwestern Mutual financial representative, or
Contacting Client Services at (877) 394-9524, Mon – Fri, 7am – 6pm CT
: Since this external account is not held at Northwestern Mutual, you'll need to contact that financial institution to change the beneficiary.

Online access and payments

: Sign up to get online access to your financial summary, manage your accounts, and make payments online.
Register for online access
: Sign-up or Log in to your Billing Account, a convenient way to pay multiple policies at once. When you have a Billing Account, you can make payments on this site as well as sign up for automatic payments, stop automatic payments, change the account used for automatic payments, change the payment frequency, or make one-time loan payments on outstanding balances.
: You can see a history of your payment events on the Billing and Payments page. If you have additional questions, please contact Northwestern Mutual directly at (866) 950-4644, Mon–Fri, 7am–6pm CT
: To sign up for a Billing Account, call our Customer Service Center at (866) 950-4644. Policies not on a Billing Account cannot be paid for online. Please mail checks to:
Northwestern MutualPO Box 3009Milwaukee, WI 53201—3009

Update your communications preferences

Please use the forms below to subscribe, re-subscribe or opt-out of email communications.

: You can subscribe to or update your email communication preferences here If you're a client, you can also register for or login to your Northwestern Mutual online account to manage additional preferences. With an online account, you can tell us what servicing notifications you'd like to receive and pick the types of communications you'd like to get from Northwestern Mutual and your financial representative. You can also choose to go paperless with eDelivery.
: You can unsubscribe from email communications here. If you're a client, you can also register for or login to your Northwestern Mutual online account to manage additional preferences. With an online account, you can tell us what servicing notifications you'd like to receive and pick the types of communications you'd like to get from Northwestern Mutual and your financial representative. You can also choose to go paperless with eDelivery. Note: Even if you unsubscribe from all, there are certain emails we're required to send. For example, you'll still get emails about your accounts and products, including billing notifications and important product-related updates from Northwestern Mutual.

Long-term care FAQs

: Our dedicated client service team is available and has the expertise to provide you with customized options to help you evaluate your needs.
Call: (855) 236-3861
Hours: Monday – Friday (excluding holidays)
8am – 5pm CT
Or, contact your financial representative directly when convenient.

Tax documents

This FAQ is not intended to be tax advice and cannot be used for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or any other applicable tax law and you are advised to seek tax advice based upon your own particular circumstances from an independent tax advisor.

: Visit our Tax Resource Center. Find everything you need to prepare for tax season, including tax forms for all your Northwestern Mutual Retirement and Investment accounts and your annuities and life insurance policies.
: No, Northwestern Mutual cannot provide tax advice as tax laws are complex and circumstances can vary greatly. For tax advice you should consult with your tax advisor.

Form 1099-INT

: While the death benefits from a life insurance contract are generally tax-free, interest may be paid from the date of death until the claim is settled. The IRS requires that we report the interest you earned on Form 1099-INT.

Form 1099-R

: The IRS allows for consolidating information from multiple contracts on one form, if the information is similar. As a mutual insurance company that is owned by the policyowners, we take advantage of this opportunity to reduce costs. We do include a breakdown by contract on the page following the Form 1099-R.

Complete product FAQs

Life Insurance

Disability Insurance

Long-term Care Insurance

Annuity

Mailing information

Please refrain from sending mail correspondence or checks to your local office. If you need to send documents to your advisor, please use email and electronic funds transmittals (ETFs). Your financial representative can help you set up an ETF. In case you are unable to send materials electronically, please use the mailing addresses below.

For non-investment materials

Please send all correspondence, with the exception of investment checks, to Northwestern Mutual headquarters:

Northwestern MutualP.O. Box 2958Milwaukee, WI 53201

For investment materials

Investment related checks can be sent directly to Pershing. Always include the Pershing account number (found on your statement) on the face of each check and any supporting documents:

Non-Retirement Checks—Regular Mail

Pershing LLCP.O. Box 382121Pittsburgh, PA 15250—8121

Non-Retirement Checks—Express/Tracked Mail

Pershing LLCAttn: 382121 500 Ross Street 154—0455Pittsburgh, PA 15262—0001

Rollover Checks—Express/Tracked Mail

Pershing LLCAttn: 382084 500 Ross Street 154—0455Pittsburgh, PA 15262—0001

Rollover/IRA Contribution Checks—Regular Mail

Pershing LLCP.O. Box 382084Pittsburgh, PA 15250–8084

Recognizing that many clients have specific questions or needs, our teams are ready to help—and we thank you, in advance, for your patience while we respond to a higher-than-normal volume of inquiries.

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FAQ

Commonly asked questions

Submitting claims

How do I submit a Long-Term Care (LTC) claim?

How do I submit a disability claim?

How do I report death of an insured?

Beneficiaries

How do I view the beneficiary on my Northwestern Mutual policy?

Why aren't all of my designated beneficiaries shown?

Can I make a beneficiary change online for any of my products?

Do I need to create an account to change beneficiaries?

How do I change the beneficiary on an external account I've connected through my secure account?

Online access and payments

How do I register for an account?

How do I pay my bill online?

How do I see my payment history?

Can I make an online payment for a policy that is not on a Billing Account?

Update your communications preferences

How do I subscribe to or update my preferences for email communications from Northwestern Mutual?

How do I unsubscribe from Northwestern Mutual email communications?

Long-term care FAQs

Do you need help or have specific questions regarding your policy?

Tax documents

Where can I find tax information and my Northwestern Mutual tax forms?

Can Northwestern Mutual advise me on tax matters?

Form 1099-INT

I received a Form 1099-INT as beneficiary of a life insurance contract. I thought death benefits were tax-free. Why did I receive a Form 1099-INT?

Form 1099-R

I surrendered multiple life insurance or annuity contracts. Why did I only receive one Form 1099-R?

Complete product FAQs

Life Insurance

Disability Insurance

Long-term Care Insurance

Annuity

Mailing information

For non-investment materials

For investment materials

Non-Retirement Checks—Regular Mail

Non-Retirement Checks—Express/Tracked Mail

Rollover Checks—Express/Tracked Mail

Rollover/IRA Contribution Checks—Regular Mail

Looking for a form?

We're here to help.

For general questions

For account details