CitiBank Bond Application Form

"*" indicates required fields

Email*

Joint application

No

Yes

Personal information

Your Name*

Prefix First Last

Country of birth*

Country

Date of birth*

MM slash DD slash YYYY

Nationality*

Country of residence for tax purposes*

Country

Tax File Number*

(TFN)

Your Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone number*

Personal information

Applicant 1

Your Name*

Prefix First Last

Country of birth*

Country

Date of birth*

MM slash DD slash YYYY

Nationality*

Country of residence for tax purposes*

Country

Tax File Number*

(TFN)

Applicant 1 Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone number*

Personal information

Applicant 2

Your Name*

Prefix First Last

Country of birth*

Country

Date of birth*

MM slash DD slash YYYY

Nationality*

Country of residence for tax purposes*

Country

Tax File Number*

(TFN)

Applicant 2 Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone number*

Funding Information

Please confirm the details of the bank that you will be making payment from.

Bank name*

Account holder’s name*

Bank address and postcode

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Account Number*

BSB*

Your Bond Investment

Please list your choice of funds below. There are no limits to the number of funds you can hold in your plan. The minimum you can invest in your bond is AUD $50,000.00. Please choose from the available bonds below:

Fixed-Rate Bond & Term*

Amount*

How do you want to take the withdrawals? (choose only one)

As fixed amount

Tell us the amount

Or Withdrawal as

As a percentage

Tell us the percentage of the total initial payment

Withdrawal frequency

Quarterly

Semi-annual

Yearly

End of Term

Verification of identify

Must be provided for all applicants

Documents upload

Drop files here or

Max. file size: 2 MB.

Please provide a copy of your ID (e.g. passport, national identity card or drivers licence) and Proof of Address (e.g. utility bill or bank statement)

Identification configuration*

I have provided identification (please tick to confirm)

DECLARATION

My application*

I confirm that all of the information provided in this application, along with any supporting forms, questionnaires, statements, reports or other information is true and complete.

Availability*

I confirm that to the best of my knowledge and belief, I am not subject to any legislation that would make my investment into this plan unlawful.

Signature*

Applicant 1 Signature*

Applicant 2 Signature*

I confirm that this application was signed in (give country)*

Country

Ready to Take Control of your Finances?

We look forward to learning about your financial goals.

Free Consultation

CONTACT US

Level 23, Citigroup Centre, 2 Park Street, Sydney NSW 2000, Australia

Our Email
office@citibank.com.au

Our Phone
+61 2 5760 1792

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