A valid governmentissued ID. The death certificate of the account holder. The account owner's social security number.Complete each section of the Beneficiary Account Setup and Withdrawal Form. 2. Have the plan sponsor sign section 9 of the form. This is to notify the bank that my. (Relationship with deceased). Complete and sign all the documents. You may obtain a certified copy (or copies) of a birth, death, or marriage certificate from the Riverside County Clerk-Recorder. The bank may request a death certificate to prove death. All applications must include proof of the applicant's income and most recent bank statement, if any.