What Happens to Your Citibank Account When You Die
Quick Facts
Deadline
None
Difficulty
Standard
Documents
Death cert + probate
Step-by-Step Guide
List all Citi accounts
Document checking, savings, CD, and credit card accounts.
Estimated time: 10 min
Check beneficiary designations
Review POD designations on bank accounts.
Estimated time: 5 min
Executor contacts Citibank
Call 1-800-374-9700 or visit a branch with Death Certificate and Letters Testamentary.
Document Now Checklist
- Account numbers
- Beneficiary designations
- Auto-payments
Last verified: June 2026. Platform policies may change. Verify current procedures directly with Citibank. This guide is for informational purposes only and does not constitute legal advice.
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PayPal
PayPal balances are estate assets. Recurring payments continue until cancelled by executor.
Venmo
Venmo balance is an estate asset. Family cannot access the social feed or transaction history directly.
Cash App
If you hold Bitcoin in Cash App, document this separately — crypto recovery requires additional steps.
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