Citibank appointment 2026

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The document is an 'Appointment of Authorised Person Form' used to grant access to a designated individual for managing account-related tasks on behalf of the primary cardholder. It outlines two types of access: Enquiry Access, which allows only account information retrieval, and Limited Access, which permits various account management actions. The form requires personal details of both the authorised person and the primary cardholder, along with signatures for consent and authorisation.

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Click ‘Get Form’ to open the citibank appointment document in the editor.
Begin with Section 1, where you must select the type of access for the Authorised Person. Choose either 'Enquiry Access' or 'Limited Access' by ticking the appropriate box.
In Section 2, fill in the details of the new Authorised Person. Ensure all fields are completed, including Title, Surname, Given Names, Date of Birth, and contact information.
Provide the residential address and confirm if they are an existing customer by selecting 'Yes' or 'No'.
In Section 3, enter the Primary Cardholder’s details similarly. Complete all mandatory fields and provide signatures where indicated.
Once all sections are filled out accurately, save your changes and follow any additional instructions for submission.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What documents do I need to open a business bank account Citibank?

Documents to Bring A Government-issued Form of Identification1 for each signer (such as a drivers license or passport) Business Formation Document.

What documents do I need to open a business bank account?

The applicant must provide a copy of ONE of the following for address verification. The document must be in the applicants name and must contain an address that matches the application mailing address where the card will be mailed to. a.) A lease agreement or an address verification letter.

Can I open a Citibank account in person?

You can also open a new checking account with Citi by calling 1-800-321-2484 (TTY: we accept 711 or other Relay Service) or visiting a branch.

What documents do I need to open a bank account at Citibank?

Heres what youll likely need: Valid, government-issued ID: This can be a drivers license, state ID or passport. Date of birth:Banks need your date of birth to help verify your identity. Some banks may require a Social Security number: Your Social Security number helps check your identity.

How do I speak to a live person at Citibank?

For assistance with your account, please contact Customer Service at 1-800-347-4934 (in Spanish: 1-800-947-9100) (TTY: 1-800-325-2865).

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What is needed to open a Citibank business account?

When you open an account or establish a relationship with Citi, we will ask for your business name, street address, tax identification number or other government issued identification number, and date of birth for individuals, as applicable.