Do you know how to find out if you are a beneficiary on a bank account? Schedule an appointment with an Estate Servicing representative to close or claim an account.A death claim application letter for a bank is basically a letter to the bank stating that the account holder has been deceased. Probate is the legal process for distributing a person's property (ie, the things they owned) and paying their debts after they have died. I would bring the death certificate to the bank so they know that the family member in question has died. The department is responsible for maintaining the filed records for each Probate Court case. The clerk also attends each court docket in support of the court. Once established, SNTs may terminate either with the death of the primary beneficiary or in the event of specific circumstances. Digging into the decedent's mail might get you a bank statement or information into an online account, where you can find out the value of the account. Do I need to bring my direct deposit form to my bank and have them fill it out?