Certificate of Transfer and date of death value. Click on the link(s) for the forms you'd like to download.The first order of business in a letter of instruction is to outline the details that will help family, friends, and surviving spouses through the trying hours. You must submit a copy of the last account statement or a statement from the bank to verify the balance in the account at the time of death. Applicants who do not know the date of death value for bank accounts and other financial accounts may file a Motion to Release Information (Form 200.40). (Form. 22 is available on our website). The first order of business in a letter of instruction is to outline the details that will help family, friends, and surviving spouses through the trying hours. The full legal name of the deceased person. The date and place of the deceased person's death. You'll need the person's Social Security number and certified copies of their death certificate for most agencies and programs.