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Get Application - Citi Private Bank - Citibank
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How to fill out the Application - Citi Private Bank - Citibank online
The CitiFolio Application offers an integrated package of banking services, enabling users to apply for a variety of accounts and credit products. This guide provides clear, step-by-step instructions for filling out the application online, ensuring that you can easily navigate the process.
Follow the steps to successfully complete the application.
- Click ‘Get Form’ button to obtain the application and open it in the editor.
- Complete Sections 1, 2, 3, and 7. Ensure that all required fields are filled accurately to avoid delays in processing.
- If applying for credit products, complete Section 4a and, if applying for Checking Plus, also complete Section 4b.
- For those who wish to designate a representative for funds transfer instructions, complete Section 5.
- Both the Applicant and Co-Applicant (if applicable) must sign in Section 7 'Tax Certification and Signatures'.
- Complete the W-8BEN IRS Form if applicable, ensuring to sign and date it.
- Select the appropriate account type on the next page and review the checklist provided for any additional documentation you must provide.
- Once all sections are completed, save your changes, and submit your application along with the initial deposit.
Complete your CitiFolio Application online today to access a range of banking services.
Citigold Private Client is designed for clients who maintain a minimum combined average monthly balance of at least $1,000,000 in eligible linked deposit, retirement and investment accounts.
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