For the deceased's bank account, the account number and exact dollar amount in the account must be provided. When it comes to handling the decedent's bank accounts, we're here to make the process as simple and straightforward as possible.This Agreement sets forth the terms, rules and regulations under which we will provide deposit services to you. Learn everything there is to know when it comes to opening and withdrawing from an estate account in NYC. We go over when you can and cannot take out money. The probate process is designed to bring about the legal transfer of savings and investments from the estate of a deceased person to beneficiaries. You will need account numbers and serial numbers of assets. Print "Deceased" and the date of death above the decedent's name. • Other filing status. Notify Bank of America.