You and your spouse however need to fill out a beneficiary form to designate who gets the account when both of your die. Complete the information requested on the Mail-in Claim Form page.You will need account numbers and serial numbers of assets. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. The document provides a format for claiming the balance in a deceased depositor's savings bank account. If you manage your account online, you can usually complete a beneficiary designation form directly on the website. Documentation about the account and its owner, including the deceased's full legal name, Social Security number, and the bank account number. Read the article to know how to write a death claim letter format to the bank and also check out the samples for the same. Gather names of the institutions where property is held (i.e.