Citi Beneficiary PDF Details

Managing financial tools efficiently plays a crucial role in building and maintaining one's financial health, and credit cards are significant in this regard. The Citi Beneficiary form emerges as an essential document for individuals seeking to extend their credit card benefits to family members. This form allows primary cardholders to request up to five additional credit cards for their eligible family members, including parents, parents-in-law, spouses, siblings, or children over the age of 18, fostering inclusivity and convenience. However, it's noteworthy that the form initially provides slots for three add-on applicants, prompting users to download additional copies for more than three requests. The form meticulously outlines the responsibilities of the primary cardholder, stressing the importance of providing accurate documentation for additional cardholders and the adherence to the terms of use aligned with regulatory compliance, such as the Reserve Bank of India's Exchange Control Regulations and the Foreign Exchange Management Act, 1999. It also emphasizes Citi's commitment to preventing money laundering and terrorist financing by requiring thorough identification verification of applicants. Eligibility for obtaining an additional card hinges on the bank's internal processing criteria, necessitating the submission of identity documents and age restrictions for additional card applicants. By offering the option to apply for a photo card with specific credit card types, Citi further personalizes the banking experience, enriching customer engagement and security.

QuestionAnswer
Form NameCiti Beneficiary
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other nameshow to add beneficiary to citibank checking account, citibank transfer on death form, citibank add beneficiary, citibank ira beneficiary form

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NOTE: Additional credit card annual fee - Nil. You can apply for a maximum of 5 additional credit cards (linked to your primary card) for your family members. Since this form provides slots for 3 add-on applicants, please download another copy of the application form if your wish to apply for more than three additional cards.

“I understand that I can get an Additional Card for my Resident Indian/Foreign National parent, parent-in-law, spouse, brother, sister or child over 18 years of age. I agree that it will be my responsibility to provide identity and address or any other additional documents and/or information of the Additional

Cardmember that may be required by Citibank in future. I understand that I am liable to honour all charges incurred on the Additional Card. I accept that use of the Additional Card by the Additional Cardmember constitutes acceptance of the terms of use of the Cardmember Terms & Conditions as amended from time to time and constitutes an undertaking from the Additional Cardmember that the usage of the Card shall be in accordance with the Exchange Control Regulations of the Reserve Bank of India and the Foreign Exchange Management Act, 1999 and that failure to do so would make the Additional Cardmember liable for action under the Foreign Exchange Management Act, 1999.1 accept that the facility of an Additional Card will stand automatically terminated in case of termination of membership of the Primary Card member.”

To help prevent money laundering and terrorist financing, the laws of many jurisdictions, as well as Citi policy, require Citi to obtain, verify, and record information that identifies each person who opens an account. When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see a photo ID or other identifying documents. We appreciate your cooperation.

Issuance of Additional Card will be subject to eligibility and the Bank's internal processing criteria.

Please notify us of your contact details once you have filled this application form and are ready with the required identity documents by calling CitiPhone. Alternatively, you may log in to www.citibank.com/india using your IPIN and select the “Your Queries” link on the left navigation panel to write to us. Our representative will get in touch with you to collect the same.

Additional card applicant's age at the time of applying should be between 18 and 70 years.

Please annex a self-attested copy of any one of the following valid photo identity documents of theAdditional CardApplicant (s) with this application - PAN Card, Passport, DrivingLicense,RationCard,Voter’sIDcard,LetterissuedbytheUniqueIdentificationAuthorityofIndiacontainingdetailsofname,addressandAadhaarnumber.

For foreign nationals- self-attested copy of a valid passport and visa is mandatory

3.Nationality: Indian Foreign National (Specify)___________ 4.

Third Gender

5.

2015)

 

 

 

 

 

 

 

 

 

 

 

 

Daughter-in-law

Son-in-law

6.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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10. Do you wish to apply for a Photo Card*?:

Yes

 

No

 

 

 

 

 

 

 

Sister-in-law

Brother-in-law

(Version:Addon appln_V4_July

3.Nationality: Indian Foreign National (Specify)___________ 4.

Third Gender

5.

 

 

 

 

 

 

 

 

 

 

 

 

Daughter-in-law

Son-in-law

6.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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10. Do you wish to apply for a Photo Card*?:

Yes

 

No

 

 

 

 

 

 

 

Sister-in-law

Brother-in-law

3.Nationality: Indian Foreign National (Specify)___________ 4.

Third Gender

5.

 

 

 

 

 

 

 

 

 

 

 

 

Daughter-in-law

Son-in-law

6.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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10. Do you wish to apply for a Photo Card*?:

Yes

 

No

 

 

 

 

 

 

 

Sister-in-law

Brother-in-law

* Please note that photo card option is available for the following cards – Citibank Rewards Platinum Card, Citibank Cash Back Card, First Citizen Citibank Credit Card, Citibank PremierMiles Credit Card, IndianOil Citibank Credit Card

Modified Date: 10-Sep-2015

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Step 1: Select the button "Get Form Here" on the site and click it.

Step 2: You're now on the file editing page. You may edit, add information, highlight certain words or phrases, put crosses or checks, and insert images.

You have to type in the next details in order to fill in the template:

citi beneficiary designation form fields to complete

The application will need you to complete the y u J V n p p a n o d d A, Nationality Indian Foreign, Third Gender, Daughterinlaw, Soninlaw, Sisterinlaw, Brotherinlaw, Do you wish to apply for a Photo, Yes, Nationality Indian Foreign, Third Gender, Daughterinlaw, Soninlaw, Sisterinlaw, and Brotherinlaw box.

Filling in citi beneficiary designation form step 2

Describe the crucial information on the Nationality Indian Foreign, Third Gender, Daughterinlaw, Soninlaw, Sisterinlaw, Brotherinlaw, Do you wish to apply for a Photo, Yes, and Modified Date Sep part.

Finishing citi beneficiary designation form stage 3

Step 3: As soon as you are done, press the "Done" button to upload the PDF form.

Step 4: Ensure that you prevent future misunderstandings by preparing at least two duplicates of your document.

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