FORMS CENTER

BANKING SERVICES
BANKING ACCOUNT TYPE APPLICATION FORMS

Banking Account Type

OTHER ACCOUNT TYPE APPLICATION FORMS
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 Download Form
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Submit Form Here
Increase Daily Transfer Limit Request Form 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
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Submit Form Here
Account Maintenance Supporting Documents Submit Form Here
Service Fee Waiver Application Form Download Form
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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
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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)
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Download Form
(Entity)

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Download Form (Controlling Person)
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Submit Form Here
Cardholder’s Statement of Disputed Item Download Form
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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
/
Submit Form Here
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
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Submit Form Here
Example of W-8BEN Form (reference only) Download Example Form
CRS Self-Certification Form Download Form (Individual)
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Download Form
(Entity)

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Download Form (Controlling Person)
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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
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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
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Submit Form Here
Hong Kong International Airport Retail Bonds 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
OTHER CREDIT CARD SERVICES FORMS
Octopus AAVS/ Auto-Reload Amount Change Form Download Form
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Submit Form Here
Flexi-Autopay Authorization Form Download Form
Service Fee Waiver Application Form Download Form
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Submit Form Here
Enroll in e-Statement Services Enroll now
"VISA Checkout " Serivce Enroll now
Credit Data Opt-out Form Download Form
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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
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