Get Citibank Ira Contribution Form

The Citibank IRA Contribution Form is used by existing customers to make additional contributions to their traditional, Roth, or SEP-IRA accounts. This guide provides clear, step-by-step instructions to help you complete the form online with ease.

Follow the steps to fill out your Citibank IRA Contribution Form online.

1. Click ‘Get Form’ button to access the Citibank IRA Contribution Form and open it in your preferred document editor.
2. Fill in your personal information including your first name, middle name, last name, and current address. Make sure to check the box if you have a new address.
3. Enter your Social Security number and daytime and evening phone numbers to ensure Citibank can contact you if necessary.
4. Indicate the year and amount of your contribution. Choose the applicable plan type from the options provided: IRA, SEP, Rollover IRA, or Roth IRA. Specify whether these are contributions for the current or prior year.
5. Select the method for making your contribution. This could be a regular contribution, rollover contribution, transfer contribution, conversion contribution, or recharacterization contribution. Be sure to include any necessary details, such as the original date of distribution for rollover contributions.
6. Choose your funding method. You can attach a check made payable to Citibank, request a transfer contribution check, or select a debit from your Citibank Checking Account or IMMA. Clearly specify whether you want a one-time debit or a monthly debit, along with the necessary details.
7. Select your investment option, such as a CD or existing day-to-day savings account, and enter the amount for your selected investment.
8. Review the acknowledgment section, ensuring you understand and agree to the terms before signing and dating the form.
9. Once completed, you can save your changes. You may also download, print, or share the form as needed for submission to Citibank with your payment.

Complete your Citibank IRA Contribution Form online today and secure your financial future.