For the appointment, you need to provide a certified copy of the death certificate, a list of the names, addresses and ages of the heirs at law, and the legal. You will need to provide a certified copy of the death certificate to close the account.Step 3: Figure out who is legally responsible for any credit card debt. However, to officially close the account, it's smart to follow up in writing. A. Accounts must be filed with the Commissioner of Accounts. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. After someone dies, notify the government programs and businesses they used. Cancel benefits payments and close or transfer accounts. Debit Card attached to a Convenient Checking account.