Setting one up or adding a beneficiary is a simple matter of requesting the Payable on Death form from your bank. Book. How do I add a beneficiary to my bank account?The fiduciary of every decedent's estate shall file a written status report (Form 463) whenever a waiver of partial account is filed. Entry Relieving Estate From Administration (5.6). • Or mail them to us at the Ohio Department of Commerce, Division of Unclaimed Funds. Upon filing of the Inventory. You'll also need the decedent's legal name and Social Security number. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. Settling a deceased loved one's accounts and loans isn't yours alone to bare. Lean on General Electric Credit Union in OH and KY to transfer bank products.