Account Agreements and Notices

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

After you convert to simplified banking, your customer agreement will be the Consumer Deposit Account Agreement (CMA) which includes certain changes to terms in the CMMA and new terms set forth in this notice.

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Simplified Banking Consumer Deposit Account Agreements

Simplified Banking Fact Sheets

Links

Banking Package Consumer Deposit Agreements

Banking Package Consumer Deposit Account Banking Relationship Fact Sheets

Links

Simplified Banking Traditional IRA Plan Documents and Forms

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

International Personal Banking U.S. Account Agreements

Small Business Account Agreements

Small Business Cash Management

Small Business Standard Schedule of Fees and Charges

Small Business Programs Disclosures

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.

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Citibank.com provides information about and access to accounts and financial services provided by Citibank, N.A. and its affiliates in the United States and its territories. It does not, and should not be construed as, an offer, invitation or solicitation of services to individuals outside of the United States.

Terms, conditions and fees for accounts, products, programs and services are subject to change. Not all accounts, products, and services as well as pricing described here are available in all jurisdictions or to all customers. Your eligibility for a particular product and service is subject to a final determination by Citibank. Your country of citizenship, domicile, or residence, if other than the United States, may have laws, rules, and regulations that govern or affect your application for and use of our accounts, products and services, including laws and regulations regarding taxes, exchange and/or capital controls that you are responsible for following.

The products, account packages, promotional offers and services described in this website may not apply to customers of International Personal Bank U.S. in the Citigold � Private Client International, Citigold � International, Citi International Personal, Citi Global Executive Preferred, and Citi Global Executive Account Packages.

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