To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. Use this form to request a transfer from a Putnam Transfer on Death (TOD) account due to the death of all owners listed in the registration.Probate is the process of proving that the Will is valid (legally acceptable). During probate, the Will must be proved to the satisfaction of the Court. Bank accounts that are solely in your name can be held up temporarily upon your death. You would need an official letter from the agency saying you need the death record to process the claim. Forms Fill In The Blank. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. To sign up as a new enrollee.