Get Citi Request For Transfer Of Personal Property
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How to fill out the Citi Request for Transfer of Personal Property online
Filling out the Citi Request for Transfer of Personal Property is a straightforward process that allows users to request the reissuing of a payment to a deceased payee. This guide provides a step-by-step approach to ensure that you complete the form accurately and efficiently.
Follow the steps to complete your request successfully.
- Click the ‘Get Form’ button to retrieve the form and open it in your preferred editor.
- Provide the necessary information from the Citi refund check you received. This includes the check date, check number, check amount, and customer reference number as specified in your letter.
- Fill in your name and mailing address in the 'Requestor/Payee Name' and 'Mailing Address' sections. Ensure that this information is accurate to avoid any processing delays.
- Enter your Social Security number in the designated field. This is important for identity verification and processing of your request.
- In the statement section, clearly print your name where indicated, confirming your entitlement to payment and your relationship to the deceased payee. Be sure to read the statements carefully and acknowledge your responsibilities as described.
- Sign and date the form at the bottom. This confirms that all provided information is true and that you agree to the terms outlined.
- After completing the form, ensure you include the original check and a copy of the death certificate. This completed package must be mailed to the address specified: Citi, P.O. Box 4199, Portland, OR 97208-4199.
- Once your request is submitted, expect that, after approval, the new check will be issued generally within 30 days. If the original check was not returned, please note that a replacement check cannot be issued until at least 40 days following a stop payment on the original check.
Start your request now by completing the Citi Request for Transfer of Personal Property online.
The transfer agent for Citibank handles the movement of securities and related transactions on behalf of the bank. They play a crucial role in managing financial assets for customers, ensuring that all transfers, including requests for personal property, are executed efficiently. For further assistance, consider reaching out to their customer service for more detailed information.
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