Question: My mother passed away. She does have a will and I was nominated as the executer and trustee.One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. You'll need the person's Social Security number and certified copies of their death certificate for most agencies and programs. Social Security and Medicare. Relatives are not responsible for the deceased member's debt, unless they co-signed for a loan, credit card, have joint ownership of a property or business. Fill out all relevant fields in Form pbga11iz, take a break, and then review. How do I apply for a COE? Explain the situation.