Get Guardianship Intake And Referral Form - Aging-solutions

Navigating the guardianship intake and referral process can be daunting. This guide offers clear, step-by-step instructions on how to effectively complete the Guardianship Intake and Referral Form for Aging-solutions online, ensuring you provide all necessary information for your request.

Follow the steps to fill out the form accurately.

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Identify the petitioner by filling in their name, address, and telephone number. Additionally, provide the name and contact details of the attorney representing the petitioner if applicable.
3. In the section for client details, enter the client’s first and last name, gender, age, race, birth date, and current location. It is important to include their address and confirm if they are a U.S. citizen.
4. Answer the marital status and specify the duration of residence at the current address. Provide a contact number and note any languages spoken.
5. Provide information about the attending physician, including their name, contact information, and address. Mention the client’s current or previous occupations.
6. List any individuals living with the client, including their names and contact information. Specify their relationship to the client as well.
7. Detail the reasons why a guardian is needed for the client, ensuring to be thorough and specific in your explanation.
8. Include any additional comments that could support the referral. This section allows for further elaboration on the client’s situation.
9. Fill in information regarding the medical history, including any diagnoses, allergies, and the client’s mental status. Mention any relevant supporting professionals, like doctors or dentists.
10. Document the client's financial information, including social security number, income sources, insurance details, and assets, if available.
11. Select the appropriate category for referral and include the agency details if applicable.
12. After completing all sections, carefully review the information for accuracy. Users can then choose to save changes, download, print, or share the completed form.

Start filling out the Guardianship Intake and Referral Form online today to help ensure timely assistance.