Do you know how to find out if you are a beneficiary on a bank account? I would bring the death certificate to the bank so they know that the family member in question has died.DISCLAIMER: Our Self-Help Center staff is not your private attorney and does not represent any party. To take a name off a joint bank account, banks require a Certified Copy of a Death Certificate. What is the remedy for an executor withholding information? Get the resources you need to help navigate someone else's financial affairs. The superior courts of California may freely download, print, and distribute this handbook. "It's complete and total devastation. (See attached Sale Motion). September 19, 2023 at a.