The documents needed are a death certificate, residential proof, bank passbook, etc. Sample Letter – Asking for a debt write-off when someone is deceased.Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. Use this letter when someone you know has died and they have left no assets or will behind. Contact us for advice before using this letter. Learn how to write an inheritance sample letter to beneficiary with distribution details. Discover templates, examples, and a step-by-step guide. You'll need the person's Social Security number and certified copies of their death certificate for most agencies and programs. Social Security and Medicare.