You will need account numbers and serial numbers of assets. We will need the CA 13100 probate form to be filled out completely and notarized.Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. Complete the attached forms in black ink. Scan your completed forms and save as a single PDF file. Please complete this form, have it notarized and sealed, and return it to the address shown or appear in person and sign in front of a. 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. When there is no joint ownership, then you must include the deceased person's share of that joint account in the estate. The referring party must be thorough in completing the questions on the form.