FORMS CENTER

BANKING SERVICES
BANKING ACCOUNT TYPE APPLICATION FORMS

Banking Account Type

OTHER ACCOUNT TYPE APPLICATION FORMS
Payroll Services Apply now
Checking & Savings Account Apply now
Multi-Currency Account Apply now
Stock Services Apply now
Investment Account Download 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 Download Form
/
Submit Form Here
All-in-one Autopay Setup Form Download Form
Fund Transfer Pre-registration Form Download Form
Payment Order Form Download Form
OTHER BANKING SERVICES FORMS
Payroll Transfer Request Form Download Form
Change of Contact Details Form Download Form
/
Submit Form Here
Account Maintenance Supporting Documents Submit Form Here
Service Fee Waiver Application Form Download Form
/
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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
/
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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
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Cardholder’s Statement of Disputed Item Download Form
/
Submit Form Here
Foreign Currency Banknote Order Service Book Now
WEALTH MANAGEMENT
INVESTMENT ACCOUNT TYPE APPLICATION FORMS

INVESTMENT ACCOUNT

Investment Account Opening Form (General) Download Form
/
Submit Form Here
Stock Service Application Form Apply now
W-8BEN/ W-9*/ W-8BEN-E* Form

*Please download respective form from US Internal Revenue Service website
Download W8-Ben Form
/
Submit Form Here
Example of W-8BEN Form (reference only) Download Example Form
CRS Self-Certification Form Download Form
/
Submit Form Here
Supplementary Form for online securities account opening Download Form
OTHER INVESMENT SERVICES FORMS
CREDIT CARD
LOANS
PERSONAL LOANS APPLICATION FORMS
CREDIT CARD LOAN SERVICES APPLICATION FORMS
OTHER PERSONAL LOANS SERVICES FORM
OTHERS PERSONAL LOANS APPLICATION FORMS
MORTGAGES
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