May funds be withdrawn from bank accounts? To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account.A Social Security payment due a deceased beneficiary may be paid to a family member or a legal representative of the estate in the following order. ADD DOCUMENTS: Fillin forms MUST be typed complete and signed. ☐ Upload the Decedent's Death Certificate. Learn what the probate process looks like in Ohio and find out the probate shortcuts available for executors in Ohio. If you're a CD beneficiary, you must typically provide a death certificate and proof of identity to claim the CD's funds. You must complete the Active Member Refund Application for the refund of your accumulated contributions. You will need a tax release, death certificate, and Letters of Authority from probate court to have access to the account.