Follow the steps to successfully complete the Annual Report of Guardian form.

1. Press the ‘Get Form’ button to download the form and open it for editing.
2. Begin by entering your personal information, including your name, address, city, zip code, and telephone number. Indicate whether you represent yourself or an attorney, and provide the State Bar Number or Licensed Fiduciary Number if applicable.
3. For court use only, locate the section for the case number and the name of the protected person, referred to as the Ward. Fill in the appropriate details as required.
4. State the due date for the annual report, which is determined by the court order or the anniversary date of the Letters of Appointment.
5. Provide specific details about the Ward's living situation, including the type of residence and pertinent contact information for the facility or person in charge.
6. Report on the Ward’s health by giving the name and details of their doctor, including the last date the Ward was seen by a doctor. Describe any significant changes in the Ward’s health if applicable.
7. Fill in details about your relationship with the Ward, including how often you have seen them in the past year and your opinion on the continuation of guardianship.
8. Complete the section regarding the management of the Ward’s assets, as well as any state, county, or federal agency services the Ward receives.
9. Finalize the report by completing the Declaration of Mailing section, listing names and addresses to whom the report was sent, and providing the date of mailing.
10. Sign and date the document at the bottom, confirming the accuracy of the information provided.

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