Get Au Citibank Personal Financial Summary

This guide provides a clear and comprehensive overview of how to fill out the AU CitiBank Personal Financial Summary online. By following these step-by-step instructions, users will ensure that they accurately complete the form to reflect their financial situation.

Follow the steps to accurately complete the AU CitiBank Personal Financial Summary online.

1. Press the ‘Get Form’ button to obtain the form and open it in the appropriate editor.
2. Fill in your personal details in the section labeled 'Customer's Name,' followed by your address, home phone number, work phone number, mobile number, occupation, employer, and email address.
3. Complete the section for 'Next of Kin' by providing their name, address, and contact number.
4. In the 'Your bank accounts with us' section, list each account number, type of product, days past due, overlimit, balance, total, and minimum monthly repayment for each account.
5. Move on to the 'Liabilities (Other Institutions)' section. For each liability, enter the account number, type of product, institution name, overlimit, balance, total, and minimum monthly repayment.
6. In the 'Assets and Liabilities' section, detail your various assets such as residential property, investment property, motor vehicles/boats, shares, superannuation, and savings. For each asset, provide the institution name, balance owing, total current value, and monthly repayments.
7. Next, navigate to the 'Monthly Income and Expenses' section. Enter the type of income and expenses, along with net monthly income, monthly payment amounts for each category, and the account holder's name.
8. In the 'Reasons for Financial Difficulty' section, provide a detailed account of the reasons and any supporting information related to your financial situation.
9. Complete the declaration by stating that the details you have provided are true and correct. Include your name, signature, and the date.
10. Finally, return the completed form along with any supporting documentation to the provided postal address or via fax.

Complete your AU CitiBank Personal Financial Summary online today to ensure your financial information is accurately documented.