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Free Oregon Annual Report Guardian Form

The Oregon Annual Report Guardian form is a crucial document that guardians must complete to report on the well-being and circumstances of a protected adult or minor. This form is required by law and helps ensure that the needs of the protected person are being met while providing transparency to the court. It is essential for guardians to fill out this form accurately and submit it on time to maintain compliance with state regulations.

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Content Overview

The Oregon Annual Report Guardian form serves as a crucial tool for guardians to provide comprehensive updates about the well-being of the protected individuals under their care. This report is mandated by state law and must be filed annually for each protected person, whether an adult or a minor. It includes essential details such as the names and contact information of all guardians, the current residence of the protected individual, and the type of facility where they reside. The form also requires guardians to describe the physical and mental condition of the protected person, document interactions over the past year, and outline significant decisions made on their behalf. Additionally, guardians must report on any financial matters related to the protected person, including funds held and expenditures made. The form emphasizes the importance of transparency and accountability, compelling guardians to certify the accuracy of the information provided. By completing this form, guardians not only fulfill their legal obligations but also ensure that the rights and needs of the protected individuals are prioritized and respected.

Similar forms

Annual Report of Conservator: Similar to the Guardian form, this document is used to report on the financial and personal well-being of a protected person. It requires detailed information about the conservator’s management of the protected person's assets and their overall care.
New Jersey Promissory Note: To formalize a loan agreement in New Jersey, borrowers and lenders can utilize a detailed document that outlines repayment terms and conditions, accessible at promissoryform.com/blank-new-jersey-promissory-note.
Guardianship Plan: This document outlines the specific needs and care plan for the protected person. Like the Annual Report, it emphasizes the responsibilities of the guardian and the well-being of the individual under guardianship.
Petition for Guardianship: This form initiates the guardianship process, detailing why a guardian is needed. It shares similarities with the Annual Report in that both documents focus on the needs and circumstances of the protected person.
Annual Financial Report: This document specifically focuses on the financial aspects of managing a protected person's estate. It parallels the Guardian form by requiring transparency and accountability regarding the finances involved in the guardianship.
Report of Guardian Ad Litem: This report is submitted by a court-appointed advocate for a minor or incapacitated person. It is similar in purpose to the Annual Report, as it assesses the needs and best interests of the individual, ensuring their rights are upheld.

Preview - Oregon Annual Report Guardian Form

IN THE CIRCUIT COURT OF THE STATE OF OREGON

FOR THE COUNTY OF CLACKAMAS

Probate Department

In the Matter of the Guardianship of	)
	)	Case No. P__________________
	)
	)	ANNUAL REPORT OF GUARDIAN
	)	FOR PERIOD ENDING:
(Enter name of Protected Adult or Minor)	)	(End date)

Birth Date of Protected Person: _______________

(Note on completing form: Please answer each question every year; add additional sheets if necessary. Do not leave any blanks, and do not duplicate completed form from prior years.)

I/we are the guardian(s) for the person named above and make the following report as required by ORS 125.325. (Note: a separate report must be filed for each protected person.)

1.Name(s) of all guardians: (Note: all guardians must sign report.)

_________________________________________

2.Contact information for each guardian:

Name: ________________________ Phone: _______________ Email: ____________________

Address: ______________________________________________________________________

Name: ________________________ Phone: _______________ Email: ____________________

Address: ______________________________________________________________________

3.The name (if applicable) and address of the place where the protected person now resides is:

______________________________________________________________________________

4.The protected person is currently residing at the following type of facility or residence:

______________________________________________________________________________

5.The name of the individual primarily responsible for the care of the protected person at the protected person=s place of residence is:

______________________________________________________________________________

PAGE 1 OF 4 - ANNUAL REPORT OF GUARDIAN (Updated June 1, 2010)

6.The name and address of any hospital or other institution where protected person is now admitted or has been admitted (on a temporary or permanent basis) is:

______________________________________________________________________________

7.Please describe the protected person’s physical condition:

______________________________________________________________________________

8.Please describe the protected person’s mental condition:

______________________________________________________________________________

9.Please describe the contacts you made with the protected person during the past year:

______________________________________________________________________________

10.Please describe major decisions made on the protected person's behalf during the past year:

______________________________________________________________________________

11.The protected person is currently engaged in the following programs and activities and receiving the following services (brief description):

______________________________________________________________________________

12.Since my last report, I have delegated the following powers over the protected person for the following periods of time:

Name of Person:	__________________________________________________________
Powers delegated:	__________________________________________________________
Period(s) of time:	__________________________________________________________

PAGE 2 OF 4 - ANNUAL REPORT OF GUARDIAN (Updated June 1, 2010)

13.I was paid for providing the following items of lodging, food or other services to the protected person: _______________________________________________________________________

______________________________________________________________________________

14.	Should the guardianship continue? (Circle one) YES NO Describe why, or why not:
	______________________________________________________________________________
	______________________________________________________________________________
	______________________________________________________________________________

15.At the time of my last report, I held the following amount of money on behalf of the protected person: $__________________

Since my last report, I received the following amount of money on behalf of the person:

$__________________. The source of this money was _________________________________

I spent the following amount of money on behalf of the person:	$__________________
I now hold the following amount of money on behalf of the person:	$__________________

16.I HEREBY CERTIFY THAT SINCE MY LAST REPORT:

A.I have been convicted of the following crimes (not including traffic infractions):

(If none, so state) _________________________________________________________

B.I have filed for or received protection from creditors under the Federal Bankruptcy code: No _______ If Yes, Bankruptcy Case No. and brief explanation:

________________________________________________________________________

C.I have had a professional or occupational license revoked or suspended:

No ___ If Yes, explain: ____________________________________________________

D.I have had my driver=s license revoked or suspended:

No ___ If Yes, explain: ____________________________________________________

I HEREBY CERTIFY THAT A TRUE COPY OF THIS REPORT HAS BEEN GIVEN OR MAILED TO THE PROTECTED PERSON OR MINOR (IF 14 YEARS OF AGE OR OLDER).

I FURTHER CERTIFY THAT A TRUE COPY OF THIS REPORT HAS BEEN GIVEN TO ANY CONSERVATOR FOR THE PERSON AND TO ALL INDIVIDUALS WHO ARE ENTITLED TO NOTICE, OR WHO HAVE REQUESTED NOTICE, AS FOLLOWS:

PERSON	By Personal Service or by Mail at:	Date served/mailed
_______________________________	___________________________	_______________
_______________________________	___________________________	_______________
_______________________________	___________________________	_______________

PAGE 3 OF 4 - ANNUAL REPORT OF GUARDIAN (Updated June 1, 2010)

I hereby declare that the above report is true to the best of my knowledge and belief, and that I understand it is made for use as evidence in court and is subject to penalty for perjury.

DATED: __________________	__________________________________________________
	SIGNATURE OF GUARDIAN

I hereby declare that the above report is true to the best of my knowledge and belief, and that I understand it is made for use as evidence in court and is subject to penalty for perjury.

DATED: __________________	__________________________________________________
	SIGNATURE OF CO-GUARDIAN

APPROVED this _______ day of _________________, 20___.

__________________________________________________

_____Judge of the Circuit Court

_____Probate Coordinator

PAGE 4 OF 4 - ANNUAL REPORT OF GUARDIAN (Updated June 1, 2010)

Key takeaways

Filling out the Oregon Annual Report Guardian form is an important responsibility. Here are key takeaways to ensure the process is smooth and compliant.

Complete Every Section: Each question must be answered every year. Leaving blanks can lead to complications.
Signatures Required: All guardians listed on the form must sign it. Ensure that each guardian is aware of their responsibilities.
Separate Reports: A distinct report is necessary for each protected person. Do not combine reports.
Accurate Information: Provide current contact information for all guardians. This ensures that communication remains clear and effective.
Caregiver Details: Include the name of the individual primarily responsible for the protected person’s care. This helps in understanding the support system in place.
Financial Accountability: Report any funds held on behalf of the protected person. Transparency in financial matters is crucial.
Decision-Making Documentation: Describe major decisions made on behalf of the protected person. This record is vital for accountability.
Continuity of Guardianship: Indicate whether the guardianship should continue and provide reasoning. This helps the court assess the ongoing needs of the protected person.

By following these guidelines, guardians can fulfill their duties effectively and ensure the well-being of those they protect.

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File Details

Fact Name	Description
Purpose of the Form	The Oregon Annual Report Guardian form is used by guardians to report on the well-being and status of a protected adult or minor. It ensures transparency and accountability in the guardianship process.
Governing Law	This form is governed by Oregon Revised Statutes (ORS) 125.325, which outlines the requirements for guardians to report on their wards.
Filing Requirement	A separate report must be filed for each protected person. Guardians are required to answer all questions each year and cannot leave any blanks.
Signature Requirement	All guardians listed on the report must sign it, affirming the accuracy of the information provided. This emphasizes the guardians' responsibility in the reporting process.

Documents used along the form

The Oregon Annual Report Guardian form is essential for guardians to provide updates on the well-being and financial status of the protected person. Along with this form, several other documents are often required to ensure compliance with legal obligations and to maintain transparency. Below is a list of related forms that may be necessary.

Guardianship Petition: This document initiates the guardianship process. It outlines the reasons for seeking guardianship, details about the protected person, and the proposed guardian's qualifications. The court reviews this petition before appointing a guardian.
Letters of Guardianship: Once a guardian is appointed, this document serves as official proof of the guardian's authority. It specifies the powers granted to the guardian and is often required for the guardian to make decisions on behalf of the protected person.
Inventory of Assets: This form lists all assets owned by the protected person at the time the guardianship is established. It includes real estate, bank accounts, and personal property. This inventory must be filed with the court to provide a clear picture of the protected person's financial situation.
Motorcycle Bill of Sale: To facilitate the sale of a motorcycle, it's essential to use a proper bill of sale, such as the one provided by Forms Georgia, which ensures all necessary details and legal requirements are met.
Annual Accounting Report: This report details the financial transactions made on behalf of the protected person over the past year. It includes income received, expenses paid, and the current balance of the protected person's assets. This ensures that the guardian is managing the finances appropriately.

These documents work together with the Oregon Annual Report Guardian form to create a comprehensive overview of the guardianship situation. Each form plays a crucial role in protecting the rights and well-being of the individual under guardianship.