Below is a list of forms that you may download for free from our website. A bank account or investment account in the sole name of a decedent.Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. All proposed probate orders must be submitted directly to the 15th Judicial Circuit Court's online scheduling system (OLS). For questions about this form, contact the Probate Division at 561-355-2986 or. 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. A bank account or investment account in the sole name of a decedent is a probate asset. The Transfer on Death Letter of Authorization enables distribution of a decedent's account holdings upon death. The Decedent Successor Interest Affidavit can allow individuals to access the bank account if it is under a certain amount of money.