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Long-term care FAQs

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.

Form 1099-INT

Form 1099-R

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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