E-Signature technology lets you access, review and sign Citi documents remotely and securely. It's free of charge, there's no paper to print or post, and it can be done from anywhere in the world from your computer, tablet or smartphone.
Our partner DocuSign is a world leader in 'Digital Transaction Management (DTM)' technology – a category of cloud services designed to digitally manage document-based transactions. It's also quick and intuitive to use, whilst making your documents available for secure download whenever you need them.
DocuSign can be used for a range of customer service and wealth management transactions. At present it can be used for W-8 Ben / W9 / Automatic Exchange of Information tax form submissions, disputing a transaction, account opening, or if you would like to purchase our Investment product. You will be given the option by our Relationship Manager/ Client Services Manager/ CitiPhone officer/ Operations team to use DocuSign.
An electronic signature (or E-Signature) is an electronic method of identifying a person and allowing them to complete, sign and submit a document without ink or paper.
Your e-signature is a version of your name in Arial font, selected by you and accompanied by a similar version using just your initials. Each electronic signature is unique and encrypted using industry standard technology.
If you have any questions about using DocuSign, our Quick Guide is the easiest way to find help. General information can also be found on DocuSign's own support site at https://support.docusign.com/.
If you have questions about a document Citi has sent to you via DocuSign, please contact your Relationship Manager, CitiPhone or a Client Service Manager, who can provide answers about the document.
DocuSign can be used by clients of Citibank UK Limited and Citibank International Personal Bank Jersey.
You must have a valid email address and mobile number registered with Citi. To use DocuSign for your next eligible transaction, please speak to your Relationship Manager, CitiPhone or a Client Service Manager.
The terms and conditions you signed when you opened your Citi account apply also to use of DocuSign. Nonetheless, when you start to use the system, we'll ask you to give explicit consent to use the technology.
No, you do not need to pay or create a DocuSign account to sign a document.
No. It will work on most modern computers, laptops, tablets and smartphones capable of accessing the internet. You don't need to download and install any extra software. For a full list of hardware and software requirements, please see page 8 of the Quick Guide.
You can currently use DocuSign to submit Tax Forms (W8, W9-BEN, CRS), Dispute Forms, Account Opening and Structured Note Subscriptions. We will soon be extending this to other types of transaction and will update you as soon as these become available.
It can be used for SOLE, JOINT/OR, and JOINT/AND accounts. In the case of a JOINT/OR account, any one of the account holders may sign electronically. In the case of a JOINT/AND account, all account holders must sign electronically.
Yes. Citi is committed to providing security and peace of mind for all our customers. DocuSign meets the most rigorous security industry certification standards, and exceeds industry best practice for data protection, data transmission and secure storage.
Click Here to view DocuSign's Approach to Security and Privacy.
While DocuSign is perfectly safe and secure, there are some elementary extra precautions you can take: