Fill out and copy your forms. Fill out form DE-310, Petition to Determine Succession to Real Property.To order a death certificate you will need: Name of the decedent; Date of death; City where the death occurred. DEATH OF REAL PROPERTY OWNER​​ This notice is a request for a completed Change in Ownership Statement. Most financial accounts have you designate a "payable upon death" beneficiary at the time you open it. No Trust Accounts: ACERA will not deposit member's monthly retirement allowance payable to a bank account in the name of a trust. Obtain and complete the California small estate affidavit. Refunds are not the same as the Scheduled Disbursement Date noted in the Campus Solutions Self-Service portal. Clerk of the Commission.