Go to any Broward County Courthouse Location to perform a name search on a Public Access Terminal. If you know the bank, you need to get a certified copy of the death certificate and present it to the bank along with proof of your identity.In order to select a beneficiary when you pass away, the bank will ask you to complete a beneficiary designation form. Where do I report the type of account on the report? Until the forms are revised, please report the type of account on the same line as the bank name. Documents need to be thoroughly reviewed to see if assets can be located and specifically bank accounts. My question is can you file a summary of administration if the decedent passed away in 2018. Secondly how many forms are. Medicaid recovery allows the Medicaid agency to file a claim against the estate of a Medicaid recipient. Payable on death accounts are financial tools used to keep funds shielded from the probate system.