Get Brighthouse Financial Transfer Agent

This guide provides clear and comprehensive instructions for users looking to fill out the Brighthouse Financial Transfer Agent form online. Whether you are making an investment or enrolling in a dividend reinvestment plan, this step-by-step approach will help you navigate the process efficiently.

Follow the steps to complete your Brighthouse Financial Transfer Agent form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your personal details including your name, address, city, state, and zip code.
3. Provide your home and business telephone numbers for contact purposes.
4. Select one participation option for dividend reinvestment by marking the appropriate checkbox: 'Full Dividend Reinvestment,' 'All Dividends Paid in Cash,' or 'Partial Dividends Paid in Cash' and specify the number of whole shares accordingly.
5. Certify your taxpayer identification number and confirm your status regarding backup withholding by checking the appropriate boxes and providing necessary information.
6. Sign the form in the designated signature boxes, ensuring all account holders sign if necessary.
7. Ensure you enclose a check for your initial investment along with a $10.00 enrollment fee, and refer to the plan prospectus for any specific investment limits.
8. Submit the completed form to the address provided for processing and keep a record of your submission.

Complete your Brighthouse Financial Transfer Agent form online today to manage your investments efficiently.