How-To Guide: Accessing Your Policy Details | Brighthouse Financial
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  • 1-Minute Video
  • |
  • Aug 03, 2020

Accessing Your Policy Details

Online Servicing makes it easy to quickly locate and access your contracts as well as in-depth details and reports.

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Getting Started
 

Log In to your Online Servicing account using your username and password.

Login

Once logged in, you will see a list of your policies that include high-level details such as, Product Type, Contract Number, Effective Date, and Value.

Your dashboard with list of your policies

Navigating Policy Details
 

Contract sections include: Contract Details, Policy Information, Investment Details, Premiums and Distributions, Special Programs, Documents and Forms, and Account Activity. Use the left sidebar to jump to specific sections of your contract.

Contract Details

Sections may contain more information than is shown. Select  More Details to view additional information.

Scrolling to specific sections

Use the I want to drop-down menu to view other items pertaining to your contract, such as Prospectus, Recent Statements, and Servicing Forms.

You can also generate reports as downloadable PDFs or Excel files.

Generate reports as downloadable PDFs or Excel files

Looking for additional information?

Visit our Frequently Asked Questions to learn more about our Online Servicing system.

For additional assistance, call us at (888) 243-1974, Monday – Friday, 8:30 a.m. – 6:30 p.m. ET.

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© 2020 Brighthouse Financial, Inc.

Brighthouse Financial® and its design are registered trademarks of Brighthouse Financial, Inc. and/or its affiliates. Brighthouse Financial is the brand name for Brighthouse Life Insurance Company, Brighthouse Life Insurance Company of NY, and New England Life Insurance Company.

Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, Brighthouse Life Insurance Company, Charlotte, NC 28277 and, in New York only, by Brighthouse Life Insurance Company of NY, New York, NY 10017 (“Brighthouse Financial”). Variable products are distributed by Brighthouse Securities, LLC (member FINRA). All are Brighthouse Financial affiliated companies.

In this material, the terms “advisor” and “financial advisor” are used as general references to licensed insurance professionals and are not intended to indicate whether the licensed insurance professional is a Registered Investment Advisor or is otherwise authorized under the law to provide financial advice.