Free Citibank Direct Deposit Form in PDF Make Your Document Now

Free Citibank Direct Deposit Form in PDF

The Citibank Direct Deposit form is a document that allows individuals to set up automatic deposits of their paychecks or other recurring payments directly into their Citibank accounts. This convenient process ensures timely access to funds without the need for physical checks. Understanding how to fill out this form can streamline your banking experience and enhance your financial management.

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Similar forms

  • Payroll Authorization Form: Similar to the Citibank Direct Deposit form, this document allows employees to authorize their employer to deposit their salary directly into their bank account. It typically requires bank account details and personal identification information.

  • Automatic Bill Payment Form: This form enables individuals to set up automatic payments for recurring bills, such as utilities or loans. Like the direct deposit form, it requires bank account information and consent for withdrawals.

  • Electronic Funds Transfer (EFT) Authorization: This document authorizes a bank or financial institution to transfer funds electronically. It shares similarities with the direct deposit form in that it includes account details and requires the account holder's approval.

  • Government Benefits Direct Deposit Form: Individuals receiving government benefits, such as Social Security, must fill out this form to have their payments directly deposited. It functions similarly to the Citibank form by requiring bank account information.

  • Investment Account Deposit Form: This form is used to deposit funds into an investment account. It often requires similar information, including bank details and personal identification, akin to the direct deposit process.

  • Vendor Payment Authorization Form: Businesses use this document to authorize payments to vendors via direct deposit. It parallels the direct deposit form by needing bank account information and consent for payment processing.

  • Trailer Bill of Sale: This form is crucial for documenting the sale of a trailer, providing both parties with legal protection and clarity in the transaction. For a convenient option, consider using Fillable Forms.
  • Tax Refund Direct Deposit Form: Taxpayers can choose to receive their tax refunds through direct deposit by completing this form. It is similar in nature, as it requires banking details and personal identification.

  • Retirement Account Contribution Form: This document allows individuals to set up automatic contributions to retirement accounts. Like the direct deposit form, it includes banking information and authorization for recurring transactions.

  • Loan Payment Authorization Form: Borrowers may use this form to authorize automatic loan payments from their bank account. It shares the same essential components as the direct deposit form, including account details and consent.

  • Health Savings Account (HSA) Direct Deposit Form: This form allows individuals to deposit funds directly into their HSA. It mirrors the Citibank Direct Deposit form by requiring banking information and personal identification.

Document Sample

Direct Deposit

This form puts Direct Deposits in their place. Right into your new account.

Use this form to request a direct deposit of regular payments from your employer, a pension or retirement payment, Social Security, or from just about anywhere else, into your Citibank® account. With Direct Deposit, you won’t ever have to worry about lost or stolen checks and, as soon as a check is deposited into your Citibank account, its avail- able to you as cash.*

Follow these easy steps:

1.Attach a personal check from your new Citibank account with the word

“VOID” written in large letters in ink across the front. Do not sign the check.

Note: Checks are not available for the Access Account Package. Your employer may need to verify electronically.

2.Sign and date the form.

3.Submit to your employer or other fund originator.

HELPFUL INFO

EMPLOYEE NAME (PLEASE PRINT):

TRACK YOUR

EMPLOYEE ID OR SOCIAL SECURITY NUMBER:

EMPLOYEE WORK PHONE NUMBER:

I wish to deposit to my Citibank account: (CHECK ONE)

ENTIRE NET PAY ı__________ % OF NET PAY

ı SPECIFIC AMOUNT: $ ________________.OO

ACCOUNT NUMBER:

ı CHECKING ACCOUNT

ı MONEY MARKET ACCOUNT

ı SAVINGS ACCOUNT

BRANCH ADDRESS:

CITY, STATE, ZIP CODE:

CITIBANK ABA ROUTING NUMBER:

REQUEST

To confirm that your check is being deposited into your Citibank account, go to www.citibankonline.com, check your statement or call 1-888-CITIBANK.

PLAY IT SAFE Direct deposit should take effect within three deposit periods — if you don’t see it by then, contact your employer. Keep your old account open until all direct deposits have been switched to your new Citibank account.

I authorize

EMPLOYER OR FUND ORIGINATOR

to initiate credit entries and, if necessary, to initiate any debit entries and adjustments to correct any erroneous credit entries to my account at Citibank.

SIGNATURE:

DATE:

I understand that this authorization will remain in full force and effect until the company named here has received written notification from me of its termination in such time as to afford the company and depository a reasonable opportunity to act.

*This authorization form is valid only to initiate a direct deposit of funds to a Citibank account. Participation in direct deposit is contingent upon your employer or fund originator offering the service and your eligibility to participate.

Note that some organizations or companies (like Social Security) may require you to use a special form. Contact your employer or income source to make sure no other forms are required.

How to find your Citibank routing number

Your routing number is located on the bottom left side of your check. It will be the first 9 digits listed as shown in the sample below. If you do not have a check you may obtain your routing number from a Branch Representative, at www.citibankonline.com or call 1-888-CITIBANK (TTD/TTY 1-800-945-0258).

Note: This authorization form is valid only to initiate a direct deposit of funds to a Citibank account.

© 2017 Citibank. Citibank, N.A. Member FDIC. Citibank and Citibank with Arc Design are registered service marks of Citigroup Inc.

Key takeaways

Filling out the Citibank Direct Deposit form can streamline your banking experience. Here are some key takeaways to help you navigate the process effectively:

  1. Personal Information: Start by providing your full name, address, and contact information accurately. This ensures that your bank can reach you if needed.
  2. Account Details: You will need to enter your Citibank account number and the routing number. Double-check these numbers to avoid any errors.
  3. Type of Account: Specify whether your account is a checking or savings account. This distinction is important for processing your direct deposit correctly.
  4. Employer Information: If the deposit is coming from your employer, include their name and address. This helps in identifying the source of the deposit.
  5. Deposit Amount: Indicate whether you want to deposit your entire paycheck or a specific amount. You can also choose to split deposits between multiple accounts.
  6. Signature: Don’t forget to sign the form. Your signature authorizes the bank to process the direct deposit.
  7. Submission: Submit the completed form to your employer or the organization that will be making the deposits. They may have specific submission guidelines.
  8. Processing Time: Be aware that it may take one or two pay cycles for the direct deposit to start. Patience is key during this transition.
  9. Account Monitoring: After setting up direct deposit, keep an eye on your bank account to confirm that deposits are being made as expected.
  10. Updating Information: If you change banks or accounts, remember to fill out a new form. Keeping your information current is essential for uninterrupted deposits.

By following these steps, you can ensure a smooth process for setting up your Citibank Direct Deposit. Enjoy the convenience of having your funds deposited directly into your account!

Instructions on How to Fill Out Citibank Direct Deposit

Filling out the Citibank Direct Deposit form is an important step in ensuring that your funds are deposited directly into your bank account. After completing the form, you will need to submit it to your employer or the organization that will be processing your direct deposit. This will help streamline your payment process.

  1. Begin by locating the Citibank Direct Deposit form. Ensure you have a blank copy ready to fill out.
  2. In the first section, enter your personal information. This includes your full name, address, and contact number.
  3. Next, provide your Social Security number. This is necessary for identification purposes.
  4. In the account information section, write your Citibank account number. Make sure to double-check this number for accuracy.
  5. Indicate the type of account you have. Select either "Checking" or "Savings" as applicable.
  6. Fill in the routing number for your Citibank account. This number can typically be found on your checks or through your online banking account.
  7. Review all the information you have entered to ensure it is correct and complete.
  8. Sign and date the form at the designated area. This confirms that you authorize the direct deposit.
  9. Submit the completed form to your employer or the appropriate organization for processing.