The Safe Deposit Box Petition free DIY Form program is used to ask the Surrogate's Court to see what is in the safe deposit box of a person who died. Give application to the bank or treasury as the case may be informing passing away of the Pensioner.The Untangle stepbystep guide on notifying the banks of a death, plus who can do this, when they can do it and what the next steps are. A list of things to do. You will need to discuss with your mother's banks the disposition of her accounts now. Yes you can remove the deceased persons name. Usually you will need a death certificate and updated account agreement. This document typically lays out your legal documents, important personal and financial information, and funeral wishes, among other items. Also, if your name is written on a power of attorney document besides being named in the bank account as the next to kin. It turned out, however, that Martha was cosmically unlucky.