You will need account numbers and serial numbers of assets. If submitting online, you must provide your Social Security number for verification.You should also make a list of what the Decedent owned at the time of death (such as bank accounts, house, stocks, etc.). Have you named a beneficiary on your bank accounts? A New York estate planning attorney explains the pros and cons of payable on death designations. In order to open a checking account, you generally need to present to the bank a copy of the death certificate as well as your legal appointment paperwork. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. Learn how to claim a New York bank account and it's cash of a deceased foreign person through administration and probate. The decedent's bank account is titled in the name of the decedent's trust. This one's another easy one.