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BANKING IRA ACCOUNTS

IRA Beneficiaries

Citibank collects and reviews documents needed to verify IRA beneficiaries.

Introduction Image

Where to Start

1. Gather the following:

  • Certified Original Death Certificate
  • A letter with instructions and beneficiary contact information including:
    • Name (or names)
    • Phone number (or phone numbers)
    • Address (or addresses)

2. Send this documentation to:

      Retirement Plan Services
      100 Citibank Drive
      San Antonio, TX 78245-3202

Or visit your local Citibank Branch. Find a branch near you

Our Retirement team will review your information and typically responds within 5-7 business days. For any other inquiries please give us a call at 1-800-695-5911

Additional requirements to process your Beneficiary Claim will depend on your individual circumstances.