Do you know how to find out if you are a beneficiary on a bank account? Get the resources you need to help navigate someone else's financial affairs.Probate is the process of transferring property and ownership after someone has died. Deposits standing in the individual name of a deceased depositor of a bank or federally chartered bank shall be paid to the individual's legal representative. As an estate administrator, executor, or personal representative of a deceased person, you may need to request information from the IRS. Cremation is an allowable expense for funeral and final disposition payments. If you were a person who was allowed to manage the account and who actually used the account then there would be a lot of issues. One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin. A certified copy of your passport or other forms of recognised ID will demonstrate you are who you say you are. Free next of kin form template.