You can request copies of bank statements, mortgage documents, and other financial information from the deceased person's bank or financial institution. Learn More About Section 153.003 Of The Texas Estates Code And Obtaining Bank Account Information Of A Deceased Family Member In Texas.Note: Please use blue or black ink when completing the Form. Decedent's Information. They also have an EIN application that enables you to get your number immediately. Learn How to Secure Family Access to Your Texas Bank Accounts After Death with PayOnDeath Beneficiaries and Right of Survivorship Options. In most cases, you'll need some sort of legal document to gain access to bank accounts after a person's death. Obtaining an EIN is actually quite simple. Do you know how to find out if you are a beneficiary on a bank account? Transfer a deceased person's interest in real property to their heirs at law.