Follow the steps to complete your Personal Financial Summary accurately.

1. Click ‘Get Form’ button to access the AU CitiBank Personal Financial Summary and open it for completion.
2. Begin by entering your personal details, including your full name, contact number, email address, and residential address. Ensure accuracy in your information.
3. Select the products for financial assistance that apply to you, such as credit cards, home loans, or personal loans. Provide one account number for identification purposes.
4. In the income details section, indicate your employment status and source of income. Specify the frequency of your income and document your personal and household monthly incomes after tax.
5. For expense details, list your total monthly household expenses. Break this down into categories such as mortgage or rent, food, utilities, credit card payments, and other relevant expenses.
6. In the assets and liabilities section, provide details about your residential and investment properties, including the status and amount owing.
7. Summarize your income and expenses to determine your surplus or deficit. This will provide an overarching view of your financial status.
8. If experiencing financial hardship, detail your arrangement to pay. Include the description, proposed amount, frequency, and first payment date.
9. Add any additional information that could be relevant for the review of your financial summary.
10. Finally, review your entire form for accuracy. Then, save your changes and use the online submission feature to download or share the completed document.

Take the necessary steps today to complete your AU CitiBank Personal Financial Summary online.