Enclose copy of his death certificate, copy of Pension Payment Order (PPO), your identity documents including Aadhar Card and PAN Card. This guide will assist in answering questions and leading you through next steps in settling your loved one's accounts.Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. The next of kin must notify their banks of the death when an account holder dies. One of the most important documents you'll need as next of kin or executor is the death certificate. One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin. Life insurance, death benefits or other property that pass directly to the beneficiaries. The debts or mortgages of the Decedent.