This is to notify the bank that my. (Relationship with deceased).You'll receive an email within 24 hours explaining what documents are needed to complete your claim. Typically, we require: A copy of the death certificate. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. 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. A copy of the Death Certificate of the Account Holder. 2). Attach Copy of Deed or Lease Under Deceased Name. 3).