Citibank collects and reviews documents needed to verify IRA beneficiaries.
Where to Start
- 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
- 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.