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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

Page 1 of 6 – Annual Report of a Guardian – Updated August 13, 2026

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. __________________

)

ANNUAL REPORT OF GUARDIAN

)

Name of Protected Person

)

Note on completing form: Please answer each question every year and add additional pages if necessary.

Do not leave any questions unanswered and do not duplicate a completed form from prior years. A

separate report must be filed for each protected person and all co-guardians must sign the report.

This form may be submitted electronically through the court’s electronic filing system.

Please see the instructions: If you have access to the internet, please see this link to create an

account and electronically file your documents (for free unless a filing fee is required due to

the type of document being submitted):

https://www.courts.oregon.gov/services/online/Pages/efile.aspx

The filing code for guardian report is REGD and there is not a filing fee for this document.

Be sure to carefully monitor your email address because if documents are rejected (e.g. if the

documents are unsigned), you will be notified through the electronic filing system with

further instructions. If you use the electronic filing system, it is your responsibility to make

sure your documents are filed and accepted. You may review the case summary on the court

website here:

https://webportal.courts.oregon.gov/portal/Home/Dashboard/29

If you have questions about how to use the electronic filing system, please contact Tyler

Technologies at 1-800-297-5377 for technical support.

I am the guardian for the person named above and make the following report as required by law.

1. My name is (include names of all guardians, if there are more than one):

_________________________________________

2. My address, telephone number, and email are (include complete contact information for all

guardians, if different guardians have different addresses, phone numbers or emails):

_____________________________________________________________________________

I would like to receive hearing notices by email instead of by mail: Yes _____ No _____

Page 2 of 6 – Annual Report of a Guardian – Updated August 13, 2026

NOTE ON ELECTRONIC NOTICE: If you request electronic notices, then you MUST update the court

immediately if your email address changes. Electronic court notifications are sent only when court

process and staffing allow it. You may sometimes still get notice by U.S. Mail instead of email.

3. The name, if applicable, and address of the place where the person now resides are:

______________________________________________________________________________

4. If the person’s residence is not a single-family home, then write a description of the facility or

living space:

____________________________________________________________________________

5. The protected person’s address is in Clackamas County: Yes No .

6. If the protected person no longer lives in Clackamas County, then:

I request a transfer of this case to the county where the protected person lives, and I will file

court paperwork to request the transfer within the next thirty days or with this guardian report.

If you request a transfer, there are five forms on the court website that may be useful to transfer your case

– especially if the transfer is to another Oregon court, and not out of state. The court forms are available

at: https://www.courts.oregon.gov/courts/clackamas/help/Pages/probate-foms.aspx. The court does not

supply forms for state to state transfers. For a transfer to a different state, you should speak to an

attorney or do legal research.

(or)

I request that Clackamas keep jurisdiction of this case because:

The protected person is only placed at the new location temporarily and is expected to

return to Clackamas County on .

The protected person receives the following services in Clackamas County and will

continue to do so:

______________________________________________________________________________

It is in the best interest of the protected person to remain in Clackamas County

because:

______________________________________________________________________________

Page 3 of 6 – Annual Report of a Guardian – Updated August 13, 2026

______________________________________________________________________________

Other information I would like the Judge to consider in keeping jurisdiction in

Clackamas County:

______________________________________________________________________________

7. The person is currently in the following programs and/or activities and receives the following

services (give a brief description):

______________________________________________________________________________

8. I was paid for providing services to the person: Yes No .

9. Please check all options that apply to you.

______ a) I have a court order in this file that allows me to be paid $ per month from the

protected person’s social security.

______ b) If I do not have a court order, then I understand that ORS 125.320(2) and ORS 125.315(1)(f)

require me to either file for court approval at the same time I file this report, or within thirty days after.

(Your request must be filed at the same time as this report unless you plan to hire an attorney to help you

with this process. There are five forms on the court website that may be useful to get court approval of

room and board payments. See the probate forms link above.)

10. The name of the person primarily responsible for the care of the person at the person’s place of

residence is:

____________________________________________________________________________

11. The name and address of any hospital or other institution where the person is now admitted on a

temporary or permanent basis are:

____________________________________________________________________________

Page 4 of 6 – Annual Report of a Guardian – Updated August 13, 2026

12. Briefly describe the person’s physical condition at the present time:

______________________________________________________________________________

13. Briefly describe the person’s mental condition at the present time:

______________________________________________________________________________

14. Facts that support the conclusion that the person is still incapacitated include the following:

______________________________________________________________________________

15. These are the ways I interacted with and communicated with the person during the past year

(brief description must include how many interactions/communications you had with the person):

______________________________________________________________________________

16. I limited the person’s communications or interactions with (Specifically

name any limitations and briefly describe the limitation including the name of the individuals,

their relationship to the protected person, and the reason for limitation):

______________________________________________________________________________

Page 5 of 6 – Annual Report of a Guardian – Updated August 13, 2026

17. I made the following major decisions on behalf of the person during the past year (brief

description):

______________________________________________________________________________

18. I believe the guardianship should or should not continue because:

______________________________________________________________________________

If you request closure of the guardianship, there are three forms on the court website that may be

useful to close your case. See the probate forms link above.

19. 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: $__________________

20. A true copy of this report will be given to the person, any conservator for the person, and any

other person who has requested notice.

If anyone was given a copy in addition to the people listed in this question, fill in this information:

Name of Person Served By Personal Service or by Mail at: Date Served/Mailed

______________________________________________________________________________

21. After I completed the last annual report I filed in this case:

a. I was convicted of the following crime(s) (this does not include minor traffic infractions):

______________________________________________________________________________

b. I filed for or received protection from creditors under the Federal Bankruptcy Code:

(yes or no, and if yes, the case number for the bankruptcy action):

______________________________________________________________

Page 6 of 6 – Annual Report of a Guardian – Updated August 13, 2026

c. I have had a professional or occupational license revoked or suspended (yes or no):

______________________________________________________________________________

d. I have had my driver license revoked or suspended (yes or no): _____________________

22. After I completed the last annual report I filed in this case, I delegated the following powers over

the protected person for the following periods of time (provide name of person powers delegated to):

____________________________________________________________________________

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

FOR COURT USE ONLY

APPROVED:__________________________________________________

NOTICE: ANY PERSON INTERESTED IN THE AFFAIRS OR WELFARE OF THE

PROTECTED PERSON WHO IS THE SUBJECT OF THIS REPORT WHO HAS

CONCERNS ABOUT THIS REPORT OR THE GUARDIAN’S PERFORMANCE MAY

CONTACT THE COURT AS FOLLOWS:

Concerns about this report or guardian’s/co-guardians’ performance may be filed in writing with the

Clackamas County Circuit Court or filed electronically at eFile - Landing Page.

Unless formally appearing as an objector in this proceeding, written concerns may not automatically

cause a hearing to be set. Any Court action in response to informal concerns will be at the discretion of a

probate judge.

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.