Death or removal of fiduciary. This is the easiest way to electronically fill out the forms and prevent losing any information that you've entered.To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. Online: Use our online form to notify us about a customer's death. If you're a CD beneficiary, you must typically provide a death certificate and proof of identity to claim the CD's funds. Dent's interest in the column marked, "Value at Date of. Death". The full name may be in the content of the filing. The Adoption Packet has been revised to reflect this change. If you agree to serve as a representative payee, you've taken on an important responsibility that can make a positive difference in the beneficiary's life.