One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin. Administration is the process where the Surrogate's Court officially gives out Letters of Administration to a qualified distributee (heir) of the Decedent.This free program will help you create the affidavit that you will need to file in Surrogate's Court. This is to notify the bank that my. (Relationship with deceased). You would need an official letter from the agency saying you need the death record to process the claim. The documents needed are a death certificate, residential proof, bank passbook, etc.