You will need account numbers and serial numbers of assets. Have you named a beneficiary on your bank accounts?A New York estate planning attorney explains the pros and cons of payable on death designations. To designate a POD Beneficiary or Beneficiaries on your account, please complete the information below. This designation applies only to the account. Naming the beneficiaries of an estate is an important aspect of estate planning. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. Provide information on the bank account where the payment is to be direct-deposited. All persons requesting payment must sign in.