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Forms and Documents

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

CIT Bank Agreement for Personal Accounts

Periodically, there are 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 updated October 2019.

Click to download a copy of the Agreement for Personal Accounts.

Download agreement

CIT Bank Schedule of Fees

Want to know if your account has fees?

See our Schedule of Fees

Product and Rates

View the interest rates, annual percentage yields and minimums to open an account on available and heritage savings and money market accounts and CDs.

Product and Rates guide


Choose from the forms below. Complete and sign the form. Choose one of following submission methods.
  • Upload this form to your Document Center by signing in to your CIT Bank account and clicking More, Customer Service and Document Center. 
  • Fax this form to 866-914-1578
  • Mail this form to CIT Bank, P.O. Box 7056 Pasadena, CA 91109 


Mobile Terms and Conditions

Deceased, Trust & Power of Attorney

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.