A letter of instruction (LOI), also called a letter of intent. It provides your executor with important information about your assets and personal information.The Safe Deposit Box Petition free DIY Form program is used to ask the Surrogate's Court to see what is in the safe deposit box of a person who died. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. Online: Use our online form to notify us about a customer's death. If submitting online, you must provide your Social Security number for verification. Information about your funeral Your family will begin arranging your funeral immediately after your death. While these instructions are not legally binding, they can provide valuable information to those handling your estate after your passing.