When a person dies without a will and has money in the bank of not more than. This is to notify the bank that my.(Relationship with deceased). Sample Letter – Asking for a debt write-off when someone is deceased. Here's a simplified guide on how to fill in an Affidavit of Death in nine steps: Step 1: Identify the Type of Affidavit of Death: You will need to become the estate's administrator or executor to gain access or information to the deceased person's bank account. You'll need the person's Social Security number and certified copies of their death certificate for most agencies and programs. Social Security and Medicare. When one party dies, the survivor owns all remaining assets in the account. Letter of instruction.