Citi Benefits Guide for Survivors and Beneficiaries
This file is a comprehensive guide for survivors and beneficiaries regarding Citi programs and benefits. It offers essential information and resources to help navigate this difficult time. Users will find instructions, FAQs, and contact details for obtaining support.
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How do I fill this out?
To fill out this form, begin by gathering all necessary personal information of both yourself and the deceased. Ensure you have correct identification and any relevant documents ready for reference. Follow the step-by-step instructions provided within the form for a smooth completion process.

How to fill out the Citi Benefits Guide for Survivors and Beneficiaries?
1
Gather personal information of the deceased.
2
Provide your name and relationship to the deceased.
3
Fill in the required personal details accurately.
4
Review the completed information.
5
Submit the form to the designated contact.
Who needs the Citi Benefits Guide for Survivors and Beneficiaries?
1
Survivors needing guidance on available benefits.
2
Beneficiaries looking to claim pensions or retirement funds.
3
Dependents seeking support and information after a loss.
4
Family members needing clarification on Citi policies.
5
Individuals who have lost a loved one and require assistance.
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What are the instructions for submitting this form?
To submit this form, first ensure that all required fields are completely filled out. You can submit the form via email by sending it to the designated Citi Benefits email address. Alternatively, if applicable, send the completed form via fax to the provided fax number or use postal mail to send hard copies to the specified address.
What are the important dates for this form in 2024 and 2025?
Important dates for this form may vary, but key deadlines often include submitting claims within a certain period following a loss. Ensure you check specific guidelines as per Citi's policies. Always stay updated with any potential changes or announcements.

What is the purpose of this form?
The purpose of this form is to facilitate the process for survivors and beneficiaries in claiming entitled benefits from Citi. It serves as a crucial resource to provide clarity and guidance during a difficult time. By using this form, individuals can ensure they are following the correct procedures to access vital support.

Tell me about this form and its components and fields line-by-line.

- 1. Name: Full name of the individual completing the form.
- 2. Social Security Number: Last 4 digits of the deceased's Social Security Number.
- 3. Relationship: Your relationship to the deceased.
- 4. Date of Birth: The birth date of the deceased.
- 5. Date of Passing: The date the deceased passed away.
What happens if I fail to submit this form?
Failing to submit this form may result in delays in processing benefits for survivors and beneficiaries. It is crucial to complete and submit the form on time to ensure timely access to entitlements. Without this form, individuals may miss out on critical financial support during a challenging period.
- Delayed Benefits: Without the submission, survivors may experience delays in receiving benefits.
- Missing Information: Incorrect or incomplete information may lead to complications in accessing benefits.
- Increased Stress: The longer the process takes, the more stress individuals may feel during an already challenging time.
How do I know when to use this form?

- 1. Claiming Benefits: Use this form when you're eligible to claim benefits as a survivor.
- 2. Documenting Information: This form helps document necessary details about the deceased.
- 3. Requesting Support: Utilize this form to formally request assistance from Citi.
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