Brighthouse Financial complaints
Brighthouse Financial complaint: difficulty in obtaining form for required minimum disbursement required by IRS
Filed 18 Jul 2023 by Gary
I’ve reached the age where my teacher’s retirement annuity needs to make required minimum distributions. I looked at my recent statement and set-up the log in required. That took about 15 minutes. I searched for any info or forms that allowed me to set up the automatic RMD that was offered on my statement. I went to Help and was give a phone number to call. I went through 4 different people, all of whom required me to share my SS, acct. , and other information. Each person required at least 5-10 minutes. Then I was connected to a robot which asked for all the same info. After supplying the robot, I was told that I needed to contact Met Life at a different number. I made that call and went through the same thing—3 different people–giving them the info. Then I was told to go online and download the form. I went on line and the form was not available. I called them back and they told me to call back the Brighthouse Financial. There was a name for agent on my statement. I called that and got voice mail. I left a message and was told he no longer worked there and they could not help me. This is the worst service I can imagine. My husband, who a retired banker for 43 years, got involved and ran into the same runaround. This is terrible service. I can’t imagine what other teachers are going through to get the RMD in place to avoid a huge tax penalty.
Report
Discussion
0 comments
No comments yet. Been through something similar with Brighthouse Financial? Start the discussion above.