Take the death certificate to the bank they will have filled out a card stating who will receive the money when the pass away . Proof of death, such as certified copies of the death certificate.Discover the precise steps to secure Letters of Testamentary in California. Contact a Florida Probate attorney ( if she resided in Florida at the time of her death). Legal Consult Recommended. The process of claiming a bank account after death varies based on a number of factors. Here's how to claim a deceased person's bank accounts. Fill it out for the deceased, but don't forge the name. How do I apply for financial aid and what forms should I submit? PAGC of its duties, and closing out the account in the case management system.