Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts.Creating a letter of instruction is an effective way to ensure your intentions are followed. Learn more about letters of instruction here. For Deceased Personal (non-IRA) Accounts only. 1. Deceased Account Holder Name and or Account Number(s). 2. A list of required documents needed to transfer ownership of a motor vehicle or mobile home titled in Florida if the owner(s) are deceased. Online: Use our online form to notify us about a customer's death. A living trust can hold a bank account in its name, allowing your family to avoid probate after your death. Probate is the process of proving that the Will is valid (legally acceptable).