You can fund your accounts by linking it to one of your Citizens Bank accounts or via check.
If you'd like to make an additional purchase to an existing fund, please contact your Financial Consultant or contact us
. If you prefer, you may mail a check ($U.S.) and a signed letter of instruction including your account number and fund information to the following address:
Citizens Investment Services
P.O. Box 42025
Providence, RI 02940
Please make your check payable to National Financial Services LLC.
In some cases, the check will be made payable directly to the annuity carrier. Please work with your Financial Consultant or contact us.
To wire funds to your Self-Directed Account, please have the wire addressed to:
JP Morgan Chase Bank, NY
One Chase Manhattan Plaza, New York City, NY
ABA # 021000021
A/C # 066-196-221
F/B/O Customer’s Name and "NFS A/C # XXX-XXXXXX"
For more information about funding your account, please click here