Please use this form to send your documents securely to TPWC.
In the "Name" section, please enter your First and Last name.
In the "Email Address" section, please enter your preferred email.
In the "Company (optional)" section, please feel free to leave this blank or if relevant please enter your company name.
In the "Name" section, please enter your First and Last name.
In the "Email Address" section, please enter your preferred email.
In the "Company (optional)" section, please feel free to leave this blank or if relevant please enter your company name.
To access your TPWC Egnyte Cloud Folder, click here to open a new window and access your Cloud Documents.
If you would like to access your accounts, please use the links below. (Note: These are external links which will take you away from our website.)
Transamerica Premier Life Insurance Company, formerly Western Reserve Life
Nationwide Advisory Solutions, formerly Jefferson National Life
NetX Investor - Pershing
Baylor Scott & White Retirement - Empower
Transamerica Premier Life Insurance Company, formerly Western Reserve Life
Nationwide Advisory Solutions, formerly Jefferson National Life
NetX Investor - Pershing
Baylor Scott & White Retirement - Empower
2021 Tax Year:
Pershing LLC.'s Tax Guide - Tax Guide and Tax Information Statement/Form 1099 mailing dates, along with additional useful information, available via this link.
Pershing LLC.'s Tax Guide - Tax Guide and Tax Information Statement/Form 1099 mailing dates, along with additional useful information, available via this link.