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Account Agreements and Notices

Click the applicable link to see the Account Agreement, Disclosure, Fee Schedule, or Notice applicable to your account(s).

Checking Plus (variable rate) Account Agreement and Disclosure

Simplified Banking Traditional IRA Plan Documents and Forms

Citibank Traditional IRA Plan Documents

Please read and keep all documents below with your important records

Traditional IRA Account Opening Kit

Please read and keep all documents below with your important records

IRA Change Information Form

Please fill out the form below and return to Citi

IRA Change Investment Form

Please read and keep all documents below with your important records

IRA Contribution Form

Please read and keep all documents below with your important records

IRA Transfer and Direct Rollover Form

Please read and keep all documents below with your important records

Simplified Banking Roth IRA Plan Documents and Forms

Citibank Roth IRA Plan Documents

Please read and keep all documents below with your important records

Roth IRA Account Opening Kit

Please read and keep all documents below with your important records

IRA Change Information Form

Please fill out the form below and return to Citi

IRA Change Investment Form

Please read and keep all documents below with your important records

IRA Contribution Form

Please read and keep all documents below with your important records

IRA Transfer and Direct Rollover Form

Please read and keep all documents below with your important records

Banking Package Plan Documents

Citi Private Bank Notices

For Citi Private Bank inquiries please contact your Private Banking team for more information.

* These materials are provided for your convenience and include current versions of common documents applicable to most U.S. accounts. Not all documents are applicable to, nor are all products and services described within available to, all customers. Terms, conditions and fees for accounts, products, programs and services are subject to change.