Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts.One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. All documents posted below in PDF format must be filed with the court in PDF format. What Do I Provide to the Bank to Have Funds Released? Examples of assets or property that may be probate assets may include: A bank account or investment account in the sole name of a decedent is a probate asset. Get the resources you need to help navigate someone else's financial affairs. The administrator will be issued what's known as a letter of administration. Trust. Accounts with arrangements to hold the assets in a trust.