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

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.

Why aren't all of my designated beneficiaries shown?

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 – 10pm CT

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

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.

Do I need to create an account to change beneficiaries?

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

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

Since this external account is not held at Northwestern Mutual, you'll need to contact that financial institution to change the beneficiary.

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

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.

How do I unsubscribe from Northwestern Mutual email communications?

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.

Form 1099-R

Where do I report the taxable gain from the Form 1099-R on my federal income tax return?

If you receive income that is reported on Form 1099-R you cannot use Form 1040EZ. Generally, distributions from life insurance and annuity contracts are reported under the category of "pensions and annuities" on lines 12a and 12b on the Yearly Tax Form 1040A (11a and 11b if an IRA distribution) or lines 16a and 16b on Yearly Tax Form 1040 (15a and 15b if an IRA distribution).

I surrendered multiple life insurance or annuity contracts. Why did I only receive one 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.

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:

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

Non-Retirement Checks—Express/Tracked Mail

Rollover Checks—Express/Tracked Mail

Rollover/IRA Contribution Checks—Regular Mail

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.