Beneficiaries must be listed on the form with the full names and addresses 3. Click "forms" and enter the form numbers below (all forms begin with AOC-E-__).One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin. Otherwise, we recommend asking for an extension on funeral expenses. The documents needed are a death certificate, residential proof, bank passbook, etc. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. This is to notify the bank that my. (Relationship with deceased). Sample Letter to Bank Informing the Death of the Account Holder. The death claim letter should be written in the formal letter format.