Estate Planning 101

Notifying Brighthouse Financial After a Loved One’s Passing

September 13, 2023

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Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
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When a loved one who was receiving pension benefits passes away, one of the crucial steps in settling their affairs is notifying their pension provider. If your loved one was a member of Brighthouse Financial, this guide will walk you through the process of notifying the company.

Who Should Be Notified

Brighthouse Financial is a major provider of annuity and life insurance products. If your loved one had a pension plan with Brighthouse, you will need to notify them of your loved one's passing to stop the pension payments and learn about potential survivor benefits.

When to Notify

You should notify Brighthouse Financial as soon as possible following your loved one's death. This will prevent any overpayments and allow the company to provide you with information about next steps.

How to Notify

You can notify Brighthouse Financial by calling their customer service number at 1-800-882-1292. You'll need to provide the policy number if it's available, as well as a certified copy of the death certificate. They may also request additional documentation, such as a copy of the will or letters of administration.

What to Expect After Notification

After you've notified Brighthouse Financial, they will stop any ongoing pension payments. If your loved one had a joint or survivor pension, they would guide you on how to start receiving those benefits. They may also provide information about any other policies your loved one held, such as life insurance.

Tips for Notification

Keep a record of all correspondence with Brighthouse Financial, including the name of the representative you spoke with and the date and time of the call. Having this information can be helpful if there are any questions or issues later on.

Conclusion

While it's a difficult task, notifying Brighthouse Financial after the death of a loved one is an important step in managing their affairs. The company will provide you with the necessary guidance to navigate through this process.

FAQ

Q: What if I don't have the policy number?
A: Brighthouse Financial can locate the policy using the deceased's Social Security number and date of birth. However, having the policy number can expedite the process.

Q: Will Brighthouse Financial contact me after I notify them?
A: Yes, Brighthouse Financial will follow up with you to provide next steps and answer any questions you may have.

Q: Can I notify Brighthouse Financial online?
A: Currently, the best way to notify Brighthouse Financial of a death is by calling their customer service number.