To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. These forms helpful when handling the estate of a deceased person.If you have questions, consult with an attorney. You can use this letter template to write to the bank to request the closure of a direct payments account following the death of the account holder. The first and foremost thing you must do to close a bank account upon the death of a loved one is to inform the bank of this death. These forms will be useful when filing required documents related to estates of deceased or incapacitated persons. Follow the bank's procedures: The bank will likely have you fill out some forms and provide the necessary documents to close the account. Complete Estate Information Sheet and Petition for Grant of Letters. To fill due to the number of certifications required. Allegheny Imaging of McCandless rotations are currently suspended due to reorganization of site.