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Guardianship Audits
Guardianship Accountings & Plans
- Accountings should include all supporting bank statements, receipts, invoices and/or cancelled checks (if receipts are unavailable), as well as any other necessary documents for validation.
- Plans should include a current Physician’s Report (unless exempt) and any other necessary supporting documentation.
**Note – Required items not being answered, documentation not being submitted, or not having the appropriately dated manual signatures, will delay the approval of the submission.
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Accounting & Plan Schedule Due Dates (PDF)
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Common Errors on PLAN & ACCOUNTING SUBMISSIONS (PDF)
Common Errors on PLAN & ACCOUNTING SUBMISSIONS
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Annual Accounting (PDF)
Use this page to complete a Guardianship Annual and/or Final Accounting (refer to F.S. 744.3678). This form may be e-filed or brought to the Clerk’s office for review.
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Annual Guardianship Plan (PDF)
Use this page to complete a Guardianship Annual Plan (refer to F.S. 744.3675). This form may be e-filed or brought to the Clerk’s office for review.
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Annual Physician Report (PDF)
Use this page for the physician to complete his/her exam of the Ward for the Annual Guardianship Plan (refer to F.S. 744.3675(1)(b)2 for an adult Ward or F.S. 744.3675(2)(b)2 for a minor Ward). This form may be e-filed or brought to the Clerk’s office for review.
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Guardianship Fraud Reporting (Form)
Use this page to file a Guardianship Fraud Report. The report will be sent directly to the Internal Audit department.
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Initial Inventory of Guardian (PDF)
Use this page to complete an Initial Inventory (refer to F.S. 744.365). This is an accounting of the Ward’s assets on the day that the Letters of Guardianship (a/k/a Guardianship Inception Date (GID), or Order Appointing Guardian was issued. This form may be e-filed or brought to the Clerk’s office for review.
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Initial Guardianship Plan (PDF)
Use this page to complete an Initial Guardianship Plan (refer to F.S. 744.363). This form may be e-filed or brought to the Clerk’s office for review.
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Simplified Annual Accounting (PDF)
Use this page to complete a Simplified Annual and/or Final Accounting if accounting meets qualifications or is approved by the Court (refer to F.S. 744.3679). This form may be e-filed or brought to the Clerk’s office for review.
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