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Por favor, tenga en cuenta que las comunicaciones verbales y escritas de Citi podrían estar únicamente en inglés, ya que, tal vez, no podamos proporcionar comunicaciones relacionadas con los servicios en todos los idiomas. Estas comunicaciones podrían incluir, entre otras, contratos, divulgaciones y estados de cuenta, cambios en los términos o en los cargos, así como cualquier documento de mantenimiento de su cuenta.

Please be advised that verbal and written communications from Citi may be in English as we may not be able to provide servicing related communications in all languages. These communications may include, but are not limited to, account agreements, statements and disclosures, change in terms or fees; or any servicing of your account. If you need assistance in a language other than English, please contact us as we have language services that may be of assistance to you.

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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