Click the applicable link to see the Account Agreement, Disclosure, Fee Schedule, or Notice applicable to your account(s).
Account Agreements and Notices
Consumer Deposit Notices
- Important Notices Regarding Future Verbal and Written Communication
- ATM Security Tips
- Privacy Notice (English)
- Privacy Notice (Spanish)
- Client Notices – English
- Client Notices – Spanish
Simplified Banking Consumer Deposit Account Agreements
Simplified Banking Fact Sheets
Links
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 Plan Documents
- Addendum to the Citibank Retirement Plan Documents and Coverdell Education Savings Account- Cost of Living Adjustment (COLA) Information
- Consumer Deposit Account Agreement
Traditional IRA Account Opening Kit
Please read and keep all documents below with your important records
- Traditional IRA Application (Required form to fill out and return to Citi)
- Traditional IRA Plan Documents
- Addendum to the Citibank Retirement Plan Documents and Coverdell Education Savings Account- Cost of Living Adjustment (COLA) Information
- Consumer Deposit Account Agreement
- Privacy Notice
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 Change Investment Form (Required form to fill out and return to Citi)
- Traditional IRA Plan Documents
- Addendum to the Citibank Retirement Plan Documents and Coverdell Education Savings Account- Cost of Living Adjustment (COLA) Information
- Consumer Deposit Account Agreement
- Privacy Notice
IRA Contribution Form
Please read and keep all documents below with your important records
- IRA Contribution Form (Required form to fill out and return to Citi)
- Traditional IRA Plan Documents
- Addendum to the Citibank Retirement Plan Documents and Coverdell Education Savings Account- Cost of Living Adjustment (COLA) Information
- Consumer Deposit Account Agreement
- Privacy Notice
IRA Transfer and Direct Rollover Form
Please read and keep all documents below with your important records
- IRA Transfer and Direct Rollover Form (Required form to fill out and return to Citi)
- Traditional IRA Plan Documents
- Addendum to the Citibank Retirement Plan Documents and Coverdell Education Savings Account- Cost of Living Adjustment (COLA) Information
- Consumer Deposit Account Agreement
- Privacy Notice
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 Plan Documents
- Addendum to the Citibank Retirement Plan Documents and Coverdell Education Savings Account- Cost of Living Adjustment (COLA) Information
- Consumer Deposit Account Agreement
Roth IRA Account Opening Kit
Please read and keep all documents below with your important records
- Roth IRA Application (Required form to fill out and return to Citi)
- Roth IRA Plan Documents
- Addendum to the Citibank Retirement Plan Documents and Coverdell Education Savings Account- Cost of Living Adjustment (COLA) Information
- Consumer Deposit Account Agreement
- Privacy Notice
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 Change Investment Form (Required form to fill out and return to Citi)
- Roth IRA Plan Documents
- Addendum to the Citibank Retirement Plan Documents and Coverdell Education Savings Account- Cost of Living Adjustment (COLA) Information
- Consumer Deposit Account Agreement
- Privacy Notice
IRA Contribution Form
Please read and keep all documents below with your important records
- IRA Contribution Form (Required form to fill out and return to Citi)
- Roth IRA Plan Documents
- Addendum to the Citibank Retirement Plan Documents and Coverdell Education Savings Account- Cost of Living Adjustment (COLA) Information
- Consumer Deposit Account Agreement
- Privacy Notice
IRA Transfer and Direct Rollover Form
Please read and keep all documents below with your important records
- IRA Transfer and Direct Rollover Form (Required form to fill out and return to Citi)
- Roth IRA Plan Documents
- Addendum to the Citibank Retirement Plan Documents and Coverdell Education Savings Account- Cost of Living Adjustment (COLA) Information
- Consumer Deposit Account Agreement
- Privacy Notice
Banking Package Plan Documents
International Personal Banking U.S. Notices
- Important Notice Regarding Future Verbal and Written Communications
- ATM Security Tips (English)
- ATM Security Tips (Spanish)
- Privacy Notice (English)
- Privacy Notice (Spanish)
International Personal Banking U.S. Account Agreements
- Client Manual – Consumer Accounts (English)
- Client Manual – Consumer Accounts (Spanish)
- Marketplace Addendum for Citigold® Private Client International, Citigold® International and Citi International Personal (English)
- Marketplace Addendum for Citigold® Private Client International, Citigold® International and Citi International Personal (Spanish)
- Marketplace Addendum for Citi Global Executive Preferred and Citi Global Executive
Small Business Notices
Small Business Account Agreements
Small Business Cash Management
Small Business Standard Schedule of Fees and Charges
- California / Nevada
- Florida
- Illinois
- Maryland / Virginia / DC
- New York
- Massachusetts
- Connecticut / New Jersey
Small Business Programs Disclosures
Citi Private Bank Notices
- ATM Security Tips
- Important Notice Regarding Future Verbal and Written Communications
- Volcker Rule Disclosure
- Privacy Notice (English)
- Privacy Notice (Spanish)
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.