How to Notify Citi of a Death
Phone (Estate Servicing Unit). Call the Estate Servicing Unit for credit card and bank accounts. Mortgage/Home Equity, Bank IRA, and Wealth Management each have their own separate lines.
Citi — contact info
- Estate / bereavement phone
- 833-956-0413
- Hours
- Mon–Fri 8:00 AM – 9:00 PM ET
What Citi requires
Death certificate
A copy is needed for the account to be canceled.
Court order naming you executor or trustee
Such as letters of testamentary issued by the probate court, or a copy of the trust naming you trustee.
A letter you can send Citi today
Citibank [Institution Address] Re: Notification of Death — Card Account Holder Robert J. Sample Dear Sir or Madam, I am writing to notify you of the passing of Robert J. Sample. Robert J. Sample held a credit card account with your institution. I am the personal representative of the estate and am authorized to act on behalf of the decedent's affairs. I respectfully request the following: 1. That the card account be flagged to reflect the cardholder's passing. 2. That the card be cancelled and the account closed to prevent unauthorized use. 3. That you provide a final statement showing any outstanding balance owed to or by the estate. 4. That you provide instructions for settling the final balance from estate funds.
Citi death notification FAQ
How do I notify Citi of a death?
Phone (Estate Servicing Unit). Call the Estate Servicing Unit for credit card and bank accounts. Mortgage/Home Equity, Bank IRA, and Wealth Management each have their own separate lines.
What documents does Citi require?
Death certificate — A copy is needed for the account to be canceled. Court order naming you executor or trustee — Such as letters of testamentary issued by the probate court, or a copy of the trust naming you trustee.
What if my loved one had other accounts besides Citi?
Every institution has its own process and required documents. Estate Assist reads the estate's documents, identifies every institution to notify, and drafts a personalized letter for each one automatically.
Other institutions
Checked against Citi's official website on July 18, 2026. Requirements, contact info, and processes change — confirm current requirements with Citi's official page before relying on this guide. Estate Assist provides general information, not legal advice.