Step 2 - Complete the Document. Fill out all relevant fields in Form Waiver Of Bond (Pima), take a break, and then review.Fill out all relevant fields in Form Personal Representative Training Manual (Pima), take a break, and then review. You may use the forms and instructions in this packet if . . . ✓ The value of all of the personal property (cash, bank accounts, stocks and bonds, cars,. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. If you aren't currently enrolled in Online or Mobile Banking, you will need to select "Enroll Now" to fill out the registration form.