Get 11 Form 4: Annual Report Of Conservator

Filling out the 11 Form 4: Annual Report of Conservator is a crucial step in managing a conservatorship. This guide provides you with clear, step-by-step instructions to help you complete the form accurately and effectively online.

Follow the steps to successfully complete the 11 Form 4: Annual Report of Conservator.

1. Begin by locating the 11 Form 4: Annual Report of Conservator. To obtain the form, press the 'Get Form' button to access it in the editor.
2. In the section labeled 'In the Matter of the Conservatorship of:', enter the relevant information including the county and probate number.
3. For the ward’s full name, enter the complete first, middle, and last name. If the ward is a minor, use initials only.
4. Indicate the reporting period by filling in the start and end dates using the format Month/Day/Year.
5. Provide total cash on hand at the close of the last accounting in the appropriate field.
6. Input the total sum of funds received during the report period. Remember to include Attachment 'A' detailing the date received, source of funds, and the amount.
7. Record the total sum of disbursements made during the report period and ensure Attachment 'B' is provided with an itemization of payments.
8. State the balance of cash on hand at the close of the report period.
9. List other assets of the ward at the end of the reporting period. Include attachment 'C' with a full listing of assets held and their values.
10. Confirm if there were any changes in investment during this report period by checking the appropriate response.
11. Fill in the total value of assets for the ward at the end of the report period.
12. Indicate the amount of the conservator’s bond and the name of the surety company.
13. Specify if there is a guardian for the ward by checking one of the options and providing necessary details if applicable.
14. Include any other relevant information regarding the affairs of the conservatorship. If needed, attach document 'F' for special circumstances.
15. Decide on the conservator fees and attach the necessary affidavit if applicable.
16. Provide your printed name, sign the form, enter your mailing address and contact information, and ensure that the signature is handwritten.
17. Once all fields are completed, save your changes, and you can download, print, or share the filled form as required.

Complete your 11 Form 4: Annual Report of Conservator online today to ensure accurate and timely reporting.