Skip to main content
https://online.citi.com /US https://online.citi.com/US SctPyeiy_PMKfdPnLMOnLlG/ag/sign-off N x https://online.citi.com/US/JRS/globalsearch/SearchAutoCompleteJsonP.do

IRA Beneficiaries

Citibank collects and reviews documents needed to verify IRA beneficiaries.

Where to Start

  1. Gather the following:
    • Certified Original Death Certificate
    • A letter with instructions and beneficiary contact information including:
      • Name or names
      • Phone number or phone numbers
      • Address or addresses
  2. Send thi documentation to:
    • Retirement Plan Services
    • 100 Citibank Drive
    • San Antonio, TX 78245-3202

Or visit your local Citibank Branch. Click here to find a branch near you.

Our Retirement team will review your information and typically responds within 5 to 7 business days. For any other inquiries please give us a call at 1-800-695-5911


Additional requirements to process your Beneficiary Claim will depend on your individual circumstances.

Share Your Screen With A Phone Representative

During your call, you may be asked to share your screen for a faster, more efficient experience. If you agree, the phone representative you're speaking with will give you a Service Code to enter below.

If you need assistance from a Citi representative, contact us via chat or phone