Date Final Account Due. Social Security Number.Fill out the Application for Probate and Letters (AOC-E-201). 2. Contact the vital records office of the state where the death occurred to learn. You will need to know the date and place of death. We'll need a photocopy of the death certificate to verify the identity and legal residence of your loved one as well as confirm date of death. You'll need the person's Social Security number and certified copies of their death certificate for most agencies and programs. Social Security and Medicare. The form calls for a preliminary inventory of all assets of the decedent as of the date of death. Be sure to provide us with the name of the deceased member or beneficiary, Social Security Number or Member ID number and date of death.