The documents needed are a death certificate, residential proof, bank passbook, etc. Re: Deletion of name of the deceased shareholder.One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin. Please let me know if any other documents are required for claiming the amount of deceased. Request you to kindly process the request on priority. : Deletion of name of the deceased shareholder. The most common solution is to close the existing joint account and open a new individual account or another joint account with the desired holders. A transfer on death deed (TODD) is a legal document that allows a person to transfer ownership of their property after they die. You can use this letter template to write to the bank to request the closure of a direct payments account following the death of the account holder. A transfer on death deed (TODD) is a legal document that allows a person to transfer ownership of their property after they die.