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.