Citibank beneficiary form 2025

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A payable on death (POD) designation means your bank account automatically transfers to a beneficiary upon the death of all account owners and co-owners. Setting up a POD beneficiary allows you to plan for the future and make your financial wishes clear.
Yes, you may add a beneficiary to various bank accounts including checking, savings and retirement accounts. This can generally be done online via your banks website or app, or in person at a local branch.
Select Manage HSA Investments from the I want to dropdown menu. Click on the Update Profile tab. Here, you can add or update your beneficiary(ies).
To add a profile to the Beneficiary Library On the CitiDirect navigation bar, click Maintenance, and then click Library Maintenance. Select the Beneficiary library, and then click OK. Click the Input Tab, and then click New. In the Beneficiary ID field, enter a unique value to identify the beneficiary (payee).
To notify Citibank when someone dies, you can: call them on 1-800-950-5114. speak to the persons relationship manager. email them at CITIUKIPB.DeceasedSupport@citi.com.
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People also ask

How do I add beneficiaries to my account? You can add up to 15 beneficiary profiles to your account. If you would like to add or make adjustments to your beneficiary allocation, you can call us at 888-201-6505.

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