Read carefully, fill out completely and sign your claim form. Each claim form will detail the documentation you are required to provide.An Affidavit of this nature allows a bank or credit union in Florida to pay a qualified family member the funds in the decedent's bank accounts. Decedent's death certificate is the only item needed to facilitate the process. If someone dies without a will in Florida, their bank account will be subject to the state's intestacy laws. "Probate" is the legal process required to transfer property from a deceased person to the living people who are legally entitled to receive it. A bank account or investment account in the sole name of a decedent is a probate asset. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts.