CIT Bank Forms


CIT Bank is here to help you manage your money smartly.
 

CIT Bank is here to help you manage your money smarter. Choose the form(s) you need, and then print and fax the form to CIT Bank at 855-626-1120.

CIT Bank Agreement for Personal Accounts

There have been changes to the account agreement which reflect the terms of the legal obligation between you, the consumer, and us, the bank. We encourage you to carefully review the CIT Bank Agreement for Personal Accounts effective as of June 6, 2016.


Banking

IRA

IRA Distribution; State Income Tax Withholding

Please note state income tax withholding is only available and applicable to California (CA) state residents. CIT Bank N.A. accounts are subject to federal laws and regulations and the laws of the State of California, including state tax laws. In most cases, state withholding applies to the IRA owner or IRA beneficiary’s state of residence. Your state of residence is determined by the address of record on your CIT Bank N.A. account(s). CIT Bank N.A. will not withhold state income tax if an IRA owner or IRA beneficiary’s address of record does not reflect California. Please seek the advice of a tax or legal professional if you have questions regarding state withholding requirements that apply to your IRA distribution.


Selected products ()
Product
APY**
Minimum balances
Available as IRA
Available as Custodial
APY**
Minimum balances
Available as IRA
Available as Custodial