The surviving joint tenant or the beneficiary whose account is ITF or POD can access the bank account upon the showing of a valid death certificate. Complete the information requested on the Mail-in Claim Form page.To Open a Safe Deposit Box After Death in NYC, you must Petition the Surrogate's Court in the County where the Decedent died for permission. A. Accounts must be filed with the Commissioner of Accounts. Any person of legal age (18 or over) may apply for a certified copy of a death record without the cause of death. Amount deposited in the Bank at the time of the death of the deceased where interest accrues. (Specify all accounts including bank account no. e.g. Walkin payments may be made in the form of cash, check, money order, Visa, and Mastercard. – If we are paying out to a named beneficiary, we require a photocopy of the death certificate and a bank Beneficiary Distribution Election Form. ➤ Complete only as much of the form as required.