Learn More About Section 153.003 Of The Texas Estates Code And Obtaining Bank Account Information Of A Deceased Family Member In Texas. Payableondeath bank accounts allow a bank to release funds to a named beneficiary on the account holder's death without the beneficiary having to go to court.Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. You can request copies of bank statements, mortgage documents, and other financial information from the deceased person's bank or financial institution. Fill out a "Change of Address" form at the post office to have all of Decedent's mail forwarded to your address. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. Your first move will be to procure a copy of the death certificate. From there, you will need to file for probate and petition for recognition from the court. If you are the beneficiary on a Transfer on Death Deed (for a home):.