Sub: Request to close an account due to death. I would bring the death certificate to the bank so they know that the family member in question has died.In New York State, the Surrogate's Court decides what happens to a person's property when that person dies. Closing a bank account when someone passes away isn't difficult, as long as you have the right paperwork for the the teller or banker. 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. Online: Use our online form to notify us about a customer's death. You will need account numbers and serial numbers of assets. Ordering later on can be delayed, particularly in New York City or if death occurred out-of-state or abroad. For example, let's say 20 years after the deceased's death, the personal representative discovers a previously unknown bank account.