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Citibank beneficiary form pdf download

Citibank beneficiary form 2025

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The document is a Beneficiary Designation Form used by account holders at Citibank to add or change beneficiaries on their accounts. It includes sections for listing account numbers, current and new beneficiaries, and requires signatures from all account holders. The form also outlines the process for authorization and validation of signatures, as well as instructions for internal use.

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

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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 are the three types of beneficiaries in banking?

Types of Beneficiaries in Banking Individual Beneficiary. A single person designated to receive funds. Joint Beneficiary. In joint accounts, multiple beneficiaries can access funds. Business or Corporate Beneficiary. Government Beneficiary. Trust or Charity Beneficiary.

Is it a good idea to put a beneficiary on a bank account?

By simply listing a beneficiary, your heirs can avoid having the account go through probate. Depending on your estate plan, the probate process can cost thousands of dollars. Taking care of this simple step can ease a heavy burden for your beneficiaries, so theyre not untangling your finances while theyre grieving.

How do I set up a beneficiary for my bank account?

A primary beneficiary is the first-named person to receive assets after an individual passes away. A contingent beneficiary is the second-named person to receive assets after an individual dies. A contingent beneficiary will receive assets if the primary beneficiary is unable to do so.

Can I add a beneficiary to my bank account online?

Yes, you can add a beneficiary to various accounts, including checking, savings and retirement accounts. You can generally do this online via your banks website or app, or in person at a local branch.

Who is the beneficiary of a Citibank death?

Citibank IMPS Registration Process Authenticate the addition via OTP or secure token. Once added, the beneficiary will be activated (usually within 30 minutes).

how to add beneficiary to citibank account online

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What happens if no beneficiary is named on a bank account?

If there is no beneficiary, joint owner, or trust then the bank account likely needs to go through probate court, which can stretch on for months, depending on the state. If the estate is small enough, then the account may be distributed more quickly via the small estate process.