PART A – DECEDENT'S INFORMATION Provide the information below and submit certified copies of the death certificates for all deceased registrants. Simply ask the bank who is holding your money to provide you with the forms for naming a payable on death beneficiary for your 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. The accounting should show your beginning balances of estate property, all income received and all expenditures made for the year. Additionally, the accounting. You can request copies of bank statements, mortgage documents, and other financial information from the deceased person's bank or financial institution. You will need account numbers and serial numbers of assets. This set provides coverage of every aspect of probate law and estate and trust administration in Texas. It includes sample forms and letters.