Our Survivor Assistance team is here to answer any questions you may have. To get started, complete our Deceased Account Checklist below.If the deceased person was the sole owner of the bank account and named a beneficiary, then the bank can release the funds to the beneficiary without probate. Online: Use our online form to notify us about a customer's death. Open a bank account in the name of the estate. Notify agencies like Social Security, Medicare or the Department of Defense. In general, Texas has very few official legal forms. Online: Use our online form to notify us about a customer's death. Transfer a deceased person's interest in real property to their heirs at law. Note: This is NOT a fill-in-the-blank form.