Instructions for completing this form are available at the end of this Guide. 2.b. Adding Costs and Interest.Quickly learn what a Letter of Instruction is and how to write one (2024 updated). Plus, grab the free template so you can take action! Edit, sign, and share letter of instruction to financial institution online. Step 1 Fill out the attached Letter of Instruction. •If you are an Individual making the request, please complete Sections 1, 2, and 4 on the next page. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. A letter of instruction can complement an estate plan and provide your loved ones with additional details about your assets and wishes after death.