Then, you would be able to take a copy of the death certificate and your affidavit to the bank to access the account. If it is an emergency hearing, you must call.520-724-3888 a.s.a.p. The documents needed are a death certificate, residential proof, bank passbook, etc. Question: My mother passed away. She does have a will and I was nominated as the executer and trustee. To designate a POD Beneficiary or Beneficiaries on your account, please complete the information below. This designation applies only to the account. This is to notify the bank that my. (Relationship with deceased).