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
Fill these in and the letter below becomes yours — dated today, ready to print and send. Nothing is saved and you don't need an account.
Your letter asks what the institution requires. It won't claim you're authorised to act for the estate — only a court appointment gives you that, and saying so without one can hold up the process.
Citibank 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, [Your Name], am writing regarding the estate of Robert J. Sample, to ask what your institution requires in order to proceed. 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. Enclosed please find a certified copy of the death certificate. Please contact me at your earliest convenience to discuss next steps. Sincerely, [Your Name] [Your Address] [Your Phone] [Your Email] Enclosures: - Certified Death Certificate - Government-issued Identification
Fill in the bracketed lines under your signature before you send it, so Citi can reach you.
Most estates need this same letter for eight or nine institutions, not just Citi. Estate Assist finds them and drafts a letter for each.
Draft the rest of my letters →Can't find an account login? Check a password manager app like LastPass, 1Password, Bitwarden, or Dashlane — many people store their logins there. Look for a small colored icon in the browser toolbar or on the phone's home screen. You'll need the master password to unlock it — never share that with anyone claiming to need it for notification purposes.
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.