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Citigold Private Client
Citigold
Citi Plus
Useful Links
FORM CENTER
FORMS CENTER
BANKING SERVICES
BANKING ACCOUNT TYPE APPLICATION FORMS
Banking Account Type
| - Citigold® | Apply now |
| - Citi Plus® | Apply now |
| International Personal Banking | Apply now |
| Member-Get-Member Progarm | Apply now |
OTHER ACCOUNT TYPE APPLICATION FORMS
| Investment Account | Download Form
/ Submit Form Here |
| New Capital Investment Entrant Scheme Terms and Conditions | Download Form |
| Initial Request Form | Download Form |
| Global Banking Consent Form | Download Form |
Citi Interest Booster Account
| Upload Address Proof / Income Proof | Submit Form Here |
| Upload CRS form | Submit Form Here |
ACCOUNT OPENING SUPPORTING DOCUMENTS
| Pre Account Opening Documents Check | Submit Form Here |
| Account Opening Supporting Documents (Applicable for Address Proof Confirmation Letter / Declaration for Renminbi Services / Declaration of Professional Investor/ Additional Customer Information Sheet for Securities Services) |
Submit Form Here |
Payment and Transfer
| Decrease daily transfer limit request form (You can immediately update your daily limit on Citi Mobile® App) |
Download Form
/ Submit Form Here |
| Increase Daily Transfer Limit Request Form (You can immediately update your daily limit on Citi Mobile® App) |
Download Form |
| Application for fund transfer form To avoid incomplete payment information or mis-transfer of funds, we will no longer accept fund transfer instructions submitted without using the required form, for example, simply write payment details on a paper from Feb 1, 2025. Those transactions will not be processed without further notice. (You can process both domestic and overseas fund transfer via Citi Mobile® App. Please click here to watch a step by step guide to process fund transfer via Citibank Online.) |
Download Form |
OTHER BANKING SERVICES FORMS
| Payroll Transfer Request Form | Download Form |
|
Change of Contact Details Form
(You can update your correspondence address, home phone number, office phone number and your email address via Citibank Online. Please click here to watch a step by step guide to update contact details via Citibank Online.) |
Download Form
/ Submit Form Here |
| Account Maintenance Supporting Documents | Submit Form Here |
| Service Fee Waiver Application Form | Submit Form Here |
| Enroll in e-Statement Services | Enroll now |
| Create Online User ID and Password | Enroll now |
| Letter of Intent related to Use of Personal Data in Direct Marketing |
Download Form |
| Banking / Investment Account Closure Request (For Citibanking Clients Only) |
Download Form
/ Submit Form Here |
| General Enquiry Form | Online Enquiry |
| Mobile Number Update (Only applicable for the clients who received the Reminder Letter) | Submit Form Here |
| CRS Self-Certification Form | Download Form (Individual)
/ Download Form (Entity) / Download Form (Controlling Person) / Submit Form Here |
| Cardholder’s Statement of Disputed Item | Download Form
/ Submit Form Here |
| Foreign Currency Banknote Order Service | Book Now |
| Add RMB Payee Form | Download Form |
WEALTH MANAGEMENT
INVESTMENT ACCOUNT TYPE APPLICATION FORMS
INVESTMENT ACCOUNT
| Investment Account Opening Form (General) | Download Form |
| Stock Service Application Form | Apply now |
| W-8BEN / W-8BEN-E* / W-9* Form *Please download respective form from US Internal Revenue Service website |
Download W-8BEN Form
/ Submit Form Here |
| Example of W-8BEN Form (reference only) | Download Example Form |
| CRS Self-Certification Form | Download Form (Individual)
/ Download Form (Entity) / Download Form (Controlling Person) / Submit Form Here |
| Supplementary Form for online securities account opening | Download Form |
| China Connect Securities Trading Services Consent *Please ensure your ID in our bank record is valid before consent submission. |
Download Form
/ Submit Form Here |
| HK Investor Identification Regime & Over-the-counter Securities Transactions Reporting Regime Client Consent *Please ensure your ID in our bank record is valid before consent submission. |
Download Form
/ Submit Form Here |
| Hong Kong Government Retail Infrastructure Bond 2024 | Download Form & Guidelines |
OTHER INVESMENT SERVICES FORMS
CREDIT CARD
CREDIT CARD APPLICATION FORMS
| Citi Rewards Card | |
| - Citi Rewards Mastercard® | Apply now |
| Citi Rewards UnionPay Card | Apply now |
| Citi Rewards Card (Student) | Apply now |
| Citi Octopus Credit Card | |
| - Citi Octopus Platinum Card | Apply now |
| Citi Octopus Platinum Card (Student) | Apply now |
CREDIT CARD LOAN SERVICES APPLICATION FORMS
| "Quick Cash" Installment Program | Apply now |
| “FlexiBIll”/ “Paylite” Installment Program | Apply now |
| Cash Conversion Program | Apply now |
OTHER CREDIT CARD SERVICES FORMS
| Octopus AAVS/ Auto-Reload Amount Change Form | Download Form
/ Submit Form Here |
| Flexi-Autopay Authorization Form | Download Form |
| Service Fee Waiver Application Form | Download Form
/ Submit Form Here |
| Enroll in e-Statement Services | Enroll now |
| "VISA Checkout " Serivce | Enroll now |
| Credit Data Opt-out Form | Download Form
/ Submit Form Here |
| Cardholder’s Statement of Disputed Item | Download Form
/ Submit Form Here |
| Credit Card Maintenance Supporting Documents | Submit Form Here |
| Change of Contact Details Form (You can update your correspondence address, home phone number, office phone number and your email address via Citibank Online. Please click here to watch a step by step guide to update contact details via Citibank Online.) |
Download Form
/ Submit Form Here |
| W-8BEN/ W-9/ W-8BEN-E Form / CRS Self-Certification Form | Submit Form Here |
LOANS
PERSONAL LOANS APPLICATION FORMS
| Citi Cash Debt Consolidation Loans | Apply now |
| Citi Speedy Cash | Apply now |
| Citi Handy Cash | Apply now |
| Citi Personal Loans | Apply now |
| Personal Loan Supporting Document | Submit Form Here |
CREDIT CARD LOAN SERVICES APPLICATION FORMS
| "Quick Cash" Installment Program | Apply now |
| “FlexiBIll”/ “Paylite” Installment Program | Apply now |
| Cash Conversion Program | Apply now |
OTHER PERSONAL LOANS SERVICES FORM
| Citi Ready Credit Autopay Authorization Form | Apply now |
| Credit Data Opt-out Form |
Download Form
/ Submit Form Here |
OTHERS PERSONAL LOANS APPLICATION FORMS
MORTGAGES
MORTGAGE LOAN ONLINE APPLICATIONS FORMS
MORTGAGE LOAN APPLICATION FORMS
OTHER MORTGAGE SERVICES FORMS
| Credit Data Opt-out Form | Download Form |
| Payment Arrangements for Property Transactions (PAPT) Leaflet | Download Form |
INSURANCE
INSURANCE APPLICATION FORMS
General Insurance Plan
INSURANCE ENQUIRY FORMS
| Wealth growth | Online Enquiry |
| Education Fund | Online Enquiry |
| Medical Protection | Online Enquiry |
| Life Protection | Online Enquiry |
| Retirement | Online Enquiry |
| Legacy Planning | Online Enquiry |
| Home Insurance | Online Enquiry |
OTHERS INSURANCE SERVICES FORMS