Annual Report of Guardian - Forms and Instructions - Checklist, Procedures, and Confidential Document Handling

Sep 16, 2026

Uploaded by Margaret

Annual Report of Guardian forms and instructions for Arizona guardianship filings, including a checklist to confirm appointment and the requirement to provide the protected person’s current condition to the court. Guidance covers special handling rules for confidential documents, including separate unsealed envelopes, required external labels, and what constitutes confidential information. Procedures explain the annual reporting timeline and step-by-step completion, mailing, and filing of the annual report with the Superior Court of Arizona in Maricopa County.

LanguageEnglish

CategoryForms

FormatPDF

Pages10

Reading Time4 min

AccessFree to download

Checklist

Special Handling for Confidential Documents

Confidential Document Envelope Requirements

Confidential Information in Non-Confidential Documents

Procedures: How to File the Annual Report of the Guardian

Reporting Timeline

Step 1 Complete the Annual Report

Step 2 Mail Copies

Step 3 File the Original Report

GUARDIANSHIP 1 Annual Report of Guardian ( Forms and Instructions) Law Library Resource Center Annual Report of the Guardian CHECKLIST You may use the forms and instructions in this packet if ✓ You have been appointed the guardian for an adult or minor; AND ✓ You need to file an “Annual Report of Guardian” as required by Arizona law A. R.S. § 14-5315 to provide the Court with the information required about the protected person’s current condition. READ ME: Consulting a lawyer before filing documents with the court may help prevent unexpected results. A list of lawyers you may hire to advise you on handling your own case or to perform specific tasks, as well as a list of court-approved mediators can be found on the Law Library Resource Center website. Law Library Resource Center Annual Report of Guardian This packet contains court forms and instructions to file annual report of guardian. Items in BOLD are forms that you will need to file with the Court. Non-bold items are instructions or procedures. Do not copy or file those pages! | Order | File Number | Title | \# pages | | --- | --- | --- | --- | | 1 | PBGCG9k | Checklist: You may use these forms if | 1 | | 2 | PBGCG9t | Table of Contents (this page) | 1 | | 3 | PB13h | Helpful Information: Special Handling for Confidential Documents | 1 | | 4 | PBGCG90p | Procedures: How to File the Annual Report of Guardian | 2 | | 5 | PBGCG92f | Annual Report of Guardian | 4 | The documents you have received are copyrighted by the Superior Court of Arizona in Maricopa County. You have permission to use them for any lawful purpose. These forms shall not be used to engage in the unauthorized practice of law. The Court assumes no responsibility and accepts no liability for actions taken by users of these documents, including reliance on their contents. The documents are under continual revision and are current only for the day they were received. It is strongly recommended that you verify on a regular basis that you have the most current documents. Law Library Resource Center Special Handling For Confidential Documents* Each “confidential document” and each copy of the confidential document must be submitted to the Clerk of Superior Court in its own , un-sealed (9”x12”) envelope.* The following documents are considered to be“confidential:” • Probate Information Forms • Medical Reports and Records • Budgets • Inventories and Appraisements • Accountings • Credit Reports • Any other document ordered by the court to be “Confidential” *A separate envelope is required for each confidential document , as well as each copy of the confidential document. The following information must appear on the outside of each envelope: 1. Case name and number (“In the Matter of xxxxx” and “PB 2020-xxxxxx”), 2. Name of the document (“Annual Accounting ,” “Annual Report ,” “Medical Records ,” etc. ) 3. Name of the party filing the document , and 4. The words “Confidential Document” “Confidential Information” in Non-Confidential Documents* Documents not labeled and submitted as “Confidential” must not contain “confidential information.”“Confidential information” is any of the following:* • The Social Security Number of a living person • Any financial account number (including those for credit card, bank , and brokerage accounts; insurance policies and annuity contracts; and pension, profit-sharing, or retirement accounts) unless only the last 4 digits are displayed • Any other information determined by the court to be “Confidential” On its own, or on the request of any party, the court may order that: 1. A document containing confidential information be filed as “a confidential document ,”or 2. Confidential information contained in a non-confidential document be redacted (covered up or hidden) . Filing confidential information in a non-confidential document is prohibited. The court may impose appropriate sanctions on a person who vi

FAQs

Who may use the forms in this packet?

You may use the packet if you have been appointed the guardian for an adult or minor and you need to file the “Annual Report of Guardian” as required by Arizona law.

When is the annual report due?

The guardian must file an annual report every year on or before the anniversary of the date the letters of appointment were issued.

How must confidential documents be submitted to the court?

Each confidential document and each copy must be submitted in its own unsealed envelope. The envelope must list case name and number, document name, party filing name, and the words “Confidential Document” or “Confidential Information.”

Sep 16, 2026

Uploaded by Margaret