Citibank beneficiary form 2026

1. Click ‘Get Form’ to open the Citibank Beneficiary Designation Form in the editor.
2. Begin by entering the date and branch information at the top of the form. This helps identify your submission location.
3. In Part I, provide your account details. List all account numbers where you wish to add or change beneficiaries.
4. Fill in the names of current beneficiaries if applicable, and specify any trust arrangements.
5. For each new beneficiary, enter their name, citizenship, date of birth, relation to the primary account holder, and permanent address.
6. Ensure all account holders sign where indicated. Remember that beneficiaries do not need to sign this form.
7. Finally, authenticate your signatures as required—either before a notary or a bank employee—and submit your completed form.

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