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How to fill out the CITI BEFRQFME0710 online
This guide provides clear and comprehensive instructions on filling out the CITI BEFRQFME0710, also known as the Beneficiary Designation Form. Users may find this document essential for adding or changing beneficiaries associated with their accounts.
Follow the steps to complete the form accurately.
- Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
- Fill in the date and branch at the top of the form. These details are needed to document the request properly.
- Indicate the owner(s) of the account clearly in the designated section. This information ensures that the correct person or people are associated with the account.
- List all account numbers on which you want to add or change beneficiaries. Ensure that the account details are accurate to avoid processing errors.
- Fill in the name(s) of the current beneficiary(ies) if applicable. If there are no current beneficiaries, you may proceed directly to adding new ones.
- Specify the effective date for the changes to take place. This part is crucial for record-keeping.
- If you are revoking any existing beneficiary designations, clearly indicate this in the provided area.
- For each new beneficiary, provide their full name, citizenship, date of birth, relationship to the primary account holder, and permanent address. Repeat this for each new beneficiary you wish to add.
- Review the section that instructs Citibank to accept various forms of communication relating to your account. Make sure to understand the implications of this authorization.
- Provide your signature and the date for the primary account holder and any co-account holders as required. Ensure that everyone signs appropriately.
- Complete the authentication of the signature section as per the requirements. Choose one of the three methods of acknowledgment.
- Once all the sections are completed and signed, review the entire form for accuracy. Finally, you can save changes, download, print, or share the completed form as needed.
Start filling out your CITI BEFRQFME0710 online today to manage your beneficiary designations efficiently.
The ACH routing number for Citibank varies depending on your location, but it generally starts with 021000089 for domestic transactions. This number is necessary for direct deposits and electronic transfers. Always double-check with Citibank to ensure accuracy when performing transactions. For additional assistance with banking matters, services like US Legal Forms can offer valuable solutions.
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