Estate planning at Brighthouse

To assign a life insurance policy to an ILIT, request the Change of Ownership/Absolute Assignment form from forms.brighthousefinancial.com or by calling (800) 882-1292. Complete the form along with the Trust Certification form (Medallion Signature Guarantee required) and mail it to the appropriate address. The three-year lookback rule applies for estate tax purposes on transferred policies.

A Medallion Signature Guarantee is a special certification by a financial institution (bank, credit union, or brokerage firm) that verifies your identity and authorizes a financial transaction. Brighthouse requires a Medallion Signature Guarantee on Trust Certification forms and in certain other situations such as ownership changes and recent address changes with transactions over $10,000. A notary seal is not accepted as a substitute. You can obtain one at most banks, credit unions, and brokerage firms where you hold an account.

No. Brighthouse Guaranteed Income Builder annuity contracts are no longer available for new purchase, along with the SecureAdvantage 6-Year Fixed Index Annuity. Existing contract holders can continue to service their contracts by contacting their financial professional or calling the Brighthouse Customer Service Center at (800) 882-1292.