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                Get Citibank Schedule Appointment
How it works
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                    Open form follow the instructions
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How to fill out the Citibank Schedule Appointment online
Filling out the Citibank Schedule Appointment form online can streamline the process of appointing an authorized person for your account. This guide provides step-by-step instructions to ensure that you complete the form accurately and efficiently.
Follow the steps to complete the Citibank Schedule Appointment form online.
- Click ‘Get Form’ button to access the form and open it in your editor.
- Enter the name of the primary cardholder in the designated field at the top of the form.
- In Section 1, select the type of access you wish to grant by ticking the appropriate box. Choose 'Enquiry Access' if the authorized person should only have access to account information, or 'Limited Access' for broader permissions.
- If you select 'Limited Access,' ensure to read the list of permissions provided and confirm that the authorized person has the required access.
- In Section 2, complete all mandatory fields for the details of the new authorized person, including their title, surname, given names, date of birth, phone, mobile, nationality, occupation, and residential address.
- Ensure the authorized person provides their consent for privacy by signing in the designated area in Section 2 and dating the signature.
- In Section 3, fill out the primary cardholder’s authorisation details, including title, surname, given names, date of birth, phone, and signature along with the date.
- After completing all sections, review the form for accuracy. Save any changes made, download, print, or share the form as necessary. Ensure the form is faxed to 1300 794 769 once finalized.
Complete your Citibank Schedule Appointment document online today for a seamless experience.
To open a Citibank account, you need a government-issued photo ID, proof of address, and your Social Security number. Additionally, you may need to fund your account with an initial deposit. Prepare these documents in advance to make the process smooth. If you have questions about account types, the US Legal Forms platform is a great place to find comprehensive information.
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