Here are the general steps you can take to make changes on an account of someone who has passed away.1. Notify Bank of America of the death. A case number and a specialist will be assigned to you. (Once you notify us of the death, any government benefits for the deceased, such as Social Security, will stop and/or be returned.)2. Provide us with a copy of the death certificate plus any additional documents as required by state law.3. Your specialist reviews the provided documentation and may require additional documents (for example, we may ask you to complete a change of address or another internal bank form).4. Upon approval of all documentation, account(s) may be opened and funds may be transferred to your existing account(s) or disbursed per your instructions. If you need to open an estate account, an associate will be happy to help you understand your options during your financial center appointment.You may also contact Estate Servicing at 888-689-4466 (Mon-Fri 9 a.m.-8 p.m. ET).In addition to contacting Bank of America about an account holder's death, they've assembled a list of agencies you may also need to contact.To get started, they recommend you schedule an appointment to discuss your situation with an associate by phone or in one of their financial centers. They also recommend you contact your legal advisor for assistance as needed.Before you schedule a financial center appointmentIn order to close a solely owned account, They do require the Death Certificate, court documents showing entitlement, and a bank form is known as the Letter of Instructions. The Letter of Instructions will be mailed once they have the Death Certificate. The documentation can be sent by email to firstname.lastname@example.org. You can also fax the documents to 866.694.9046, If you prefer to mail them, you can mail them to the following address.Bank of AmericaEstate UnitPO Box 31655Tampa, FL 33631 If you wish to provide the documents in person, you can do that by scheduling an appointment online to visit a financial center.If the Estate is entitled to the funds, then they would need the court documents reflecting the entitlementWhat you will need:- Personal information. The deceased's full legal name and Social Security number.- Death certificate. Typically provided by the funeral home or by a local government agency that registers births, deaths, and marriages.Additional U.S. court/probate documents we may require:- Small Estate Affidavit. Typically provided by your legal advisor, this may be used to disburse an account when formal probate isn't required. More information about the small estate affidavit.- Letters Testamentary or Letters of Administration. Typically provided by your legal advisor, these are issued by the court when formal probate is required.