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Annual Reporting Duties - Guardians
If you are appointed as a guardian in a guardianship case, you must complete certain tasks every year that the guardianship is in effect.
Mark the date you were appointed as a guardian on your personal calendar, and then make a note of that anniversary date every year that the guardianship is in effect.
Download and print the Annual Reporting Forms Packet from this website. The Packet includes three forms:
- Personal Well-being Report;
- Annual Notice of Right to Petition for Restoration to Capacity or Other Relief; and
- Affidavit of Service.
Every year that the guardianship is in effect, within 30 days of the anniversary date of being appointed as a guardian, you must fill out and sign the Annual Reporting Forms Packet. NOTE: If there is more than one guardian, each co-guardian must fill out and sign a set of forms.
The guardian(s) must make copies of their completed Personal Well-being Report and Annual Notice of Right to Petition for Restoration to Capacity or Other Relief form, and then arrange to have copies served on the ward and all interested persons whose names are on record with the court. Service can be done by mail or in person.
Once service has been completed, the guardian must fill out and sign the Affidavit of Service form included in the Packet. That is a sworn document that says service was completed, and it is a document that you must sign in front of a court clerk or Notary Public. You file the Affidavit of Service with the court, but you do not have to give copies of the Affidavit to anyone else.
The guardian(s) then must file the original copy of their Annual Reporting Forms Packet with the court, including the Affidavit of Service, within 30 days of the anniversary date of being appointed as guardian.
Other Guardianship / Conservatorship Court Forms are also available on this website.
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