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| 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 | 
| Upload Address Proof / Income Proof | Submit Form Here | 
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| 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 | 
| 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 Effective October 1, 2025, this new Application for Fund Transfer form will be required for all fund transfer submissions.(You can also use the Citi Mobile® App. click here to watch a step-by-step guide to process fund transfer via Citibank Online.) | Download Form | 
| 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 | 
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| 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 | 
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| 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 | 
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| Add RMB Payee Form | Download Form | 
| Investment Account Opening Form (General) | Download Form | 
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| 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 Silver Bonds 2025 | Download Form & Guidelines | 
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| - Citi Rewards Mastercard® | Apply now | 
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| Citi Octopus Credit Card | |
| - Citi Octopus Platinum Card | Apply now | 
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| "Quick Cash" Installment Program | Apply now | 
| “FlexiBIll”/ “Paylite” Installment Program | Apply now | 
| Cash Conversion Program | Apply now | 
| 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 | 
| Citi Cash Debt Consolidation Loans | Apply now | 
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| Personal Loan Supporting Document | Submit Form Here | 
| "Quick Cash" Installment Program | Apply now | 
| “FlexiBIll”/ “Paylite” Installment Program | Apply now | 
| Cash Conversion Program | Apply now | 
| Citi Ready Credit Autopay Authorization Form | Apply now | 
| Credit Data Opt-out Form | Download Form / Submit Form Here | 
| Credit Data Opt-out Form | Download Form | 
| Payment Arrangements for Property Transactions (PAPT) Leaflet | Download Form | 
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