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Here you’ll find access to information concerning tax forms issued by the various products of Foresters Financial. This information may include mailing dates, sample tax forms, tax form brochures, and Q&As, as well as information on how to access the tax form(s) related to your account(s). Please identify your Foresters Financial product below for further information. 

 

First Investors Funds

If you have already registered for Online Account Access, please log into your account to view any issued tax forms and statements. If you do not have an Online Account, click here to register.

Review the selections immediately below for other tax information concerning First Investors Funds, including information on tax form mailing dates, and why a tax form may not be issued for your account.

For assistance, please contact us at:
Toll-free 800-423-4026 from 9 a.m. to 6 p.m. ET weekdays
Email InvestorServices@foresters.com

 

Advisory

Please click here to log into your NetXInvestor account or to sign up for account access. You will be able to access your tax form(s) once you have logged into your account.

Please click here for investor tax information and resources provided by the custodian of your advisory account, Pershing, including access to the tax form mailing timeline.

For assistance, please contact us at:

Toll-free 800-646-0285 from 9 a.m. to 5 p.m. ET weekdays
Email gsu@foresters.com

Life Insurance & Annuities

For assistance, please contact us at:

Toll-free 800-832-7783 from 9 a.m. to 6 p.m. ET weekdays
Email FLIACInforceSvces@foresters.com

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