Please note: Some forms are not electronic forms. You must complete these forms and print them to be returned to the bank.You should also make a list of what the Decedent owned at the time of death (such as bank accounts, house, stocks, etc.). The letter shall start with the sender's address, date, bank's address, and with a salutation. In New York State, the Surrogate's Court decides what happens to a person's property when that person dies. This is to notify the bank that my. (Relationship with deceased). A valid governmentissued ID. The death certificate of the account holder. The account owner's social security number. Disbursement of funds from a deceased participant's 457 account.