Get the resources you need to help navigate someone else's financial affairs. 2.3K votes, 370 comments.My dad passed away two months ago. 1. Fill out the Affidavit for Collection of Personal Property of Decedent (AOC-E-203B). 2. Death certificate; Proof of your identification, e.g. She died without a will? I had her power of attorney before her death and I thought the account was empty. Need a certified copy of a birth, death or marriage certificate issued in Wake County? You can submit a Notification of a Deceased Customer form below. Having a list will simplify this process. 7.