We'll need a photocopy of the death certificate to verify the identity and legal residence of your loved one as well as confirm date of death. You'll have to go into the bank and speak to the branch manager.They can sort it out for you. You can request copies of bank statements, mortgage documents, and other financial information from the deceased person's bank or financial institution. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. Online: Use our online form to notify us about a customer's death. You need all of the paperwork supporting your claim as executor…the will, any trust papers, valid ID, any lawyers' instructions. Just go to the bank with your death certificate. A certified death certificate can be obtained from the Vital Statistics office (online) in the state where the beneficiary passed away.