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Account Opening Appointment Booking FAQs

Q1 How can I make an appointment to open a First Citizens account?
Making an appointment to open a First Citizens account is EASY. Simply choose any of the following options that best suits you:

 

  • 1) Log in to Online Banking (Existing customers can save time by logging in to Online Banking and clicking on the “Open Accounts” tab and complete the application.)

 

  • 2) Via our website (New and existing customers without Online Banking can click here to apply).

 

  • 3) Chat with us (You can use Web Chat, to speak to an agent to guide you in the application process).

 


Business customers can click here to send an email with your request. Kindly include the following in your email, with the subject Business Account Opening Appointment:

- Business Name
- Business Type
- Primary Contact Name, Number and Email


Q2 How soon can I expect my appointment?
Appointments are set to the earliest available date and time at your Branch of choice.

 

Q3 Will I be contacted to schedule my appointment?
Yes. Once your application has been submitted, you will be contacted via email or telephone to schedule your appointment.
Tip: Ensure that you provide an updated email address and contact number when applying.

 

Q4 How do I update my existing email address and contact number?
For a smooth application process, it is important that your email address and contact number are up to date.

If you are registered for Online Banking you can click here to log in, click the “My Home” tab, select “About Me” and make the necessary amendments.

If you are not registered for Online Banking you may visit any of our conveniently located Branches to update your contact information.

 

Q5 What must I do on the day of my appointment?
On the day of your appointment, you are required to:

1) Arrive at least 15 minutes before your appointed time.
2) Present all required original Account Opening Documentation* and the minimum deposit to open the account
3) Declare your Politically Exposed Person (P.E.P) Status** Click here to review the P.E.P Form
4) Declare your Foreign Tax Status. Click here to review Customer Declaration Form
5) Consent to our Terms and Agreements based on the account being opened.
Individual Agreements
-  Business Agreements
*If you do not provide all required documentation we may not be able to open the account on that day
** Based on your status, your account must go through our approval process and you may be required to visit the Branch on a subsequent occasion to open your account

 

Q6 What documents are required to open a First Citizens account?
Please click on link below that applies to you to review the documentation required to open a First Citizens account.
Individual Accounts
Business Accounts

 

Q7 If I am late for my appointment, will I still be accommodated?
In order to secure your appointment, you must arrive at least 15 minutes before your appointment. A late arrival may result in your appointment being cancelled.

 

Q8 How many accounts can I open on my appointment day?
You are able to open the number of accounts you requested on your application.
Tip: You are required to complete a new online application for each account to facilitate the opening of multiple accounts.

 

Q9 Can I make a change in Branch selection after I have booked an appointment?
Appointments are scheduled at the Branch of your choice. To request a change to your preferred Branch, click the ‘email us’ link on your appointment notification, or contact us via Web Chat at least one (1) day before your appointment date.

Note: there is no guarantee that your original appointment date and time will be available for the new Branch selection.

 

Q10 Can I cancel or reschedule an existing appointment?
Yes you can. Simply click the ‘email us’ link on your customer appointment notification or visit a Branch to request a new date.

 

Q11 Can I visit a branch to request a new appointment?
Your health and safety is important to us. While you can visit any of our conveniently located branches to request an appointment, we suggest you make use of any of the other options listed above.

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