Sample Letter to Bank Informing the Death of the Account Holder. The death claim letter should be written in the formal letter format.This letter is not legally binding, but it goes with your will just to make things easier for your heirs after your death. 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. Use this letter when someone you know has died and they have left no assets or will behind. Contact us for advice before using this letter. Send the completed form to your local SSA office. Identifying and locating assets of the person who passed away, such as bank accounts, real estate, investments, and personal property. Learn how to write an inheritance sample letter to beneficiary with distribution details.