One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin. Step 1: Prepare and file the following forms (you will need to provide the original and at least one photocopy of each form).This page tells you about: What is probate? Is probate necessary? Create a professional next of kin letter. Build and share in seconds. A death certificate and a Small Estate Affidavit should do it, if he was not married and had no children. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts.