Guardian’s Initial-Annual-Final Report on the Condition and Well-Being of a Ward

Sep 16, 2026

Uploaded by James

Annual guardianship reporting form requesting detailed information about a ward’s identity, residency, visits, living situation, and changes during the reporting period. Collects guardian(s) identification, compliance questions including criminal convictions, and whether this submission is an initial, annual, or final report. Includes sections on ward income sources and amounts, existence of estate guardianship and allowances, court approval requirements for case management agreements, professional treatments and evaluations, social activities, mental and physical health status, and emergency detention filings under Texas law.

LanguageEnglish

CategoryForms

FormatPDF

Pages7

Reading Time3 min

AccessFree to download

WARD information

Guardian(s) and reporting eligibility

Final report instructions

Successor guardian and required certificates

Visits and residence

Length of stay and changes

Income and estate guardianship

Ward income sources and amounts

Professional treatments and evaluations

Social activities and mental health

Physical health and emergency detention

Cause No.: In the Matter of In County Court at Law The Guardianship of No. , Ward Cameron County, Texas GUARDIAN’S 􀂈INITIAL 􀂈ANNUAL 􀂈FINAL REPORT ON THE CONDITION AND WELL-BEING OF A WARD FOR THE PERIOD THROUGH Check one: Guardianship of Person Only Guardianship of Person and Estate Please fill out this form completely, answering every question, except when directed otherwise.“Not applicable” is not a proper response and can delay processing and approval. On this day, the undersigned, known to me to be the Guardian in this matter, personally appeared before me, and after being duly sworn, stated the following: 1. WARD: Name Age DOB Address (no P.O. Box) City/State/Zip Phone 2. GUARDIAN(s): Guardian’s Name Co-Guardian’s Name Age(s) / DOB(s) / Address (no P.O. Box) City/State/Zip Phone No. Email Relationship to Ward During the past reporting year, have you been convicted of a felony or a misdemeanor other than a minor traffic offense? YES If this is your final report, answer the questions in box below. If this is not your final report, skip to \#4. 3. FINAL REPORTS ONLY I am filing a Final Report because (check one) 􀂈 I am resigning 􀂈 the ward has turned 18 􀂈 the ward has died 􀂈 other; if “other,” please explain: A. If you are resigning, has a successor guardian been identified? 􀂈YES 􀂈NO Name Age DOB Address City/State/Zip Phone B. If because Ward has turned eighteen, a birth certificate will need to be attached. C. If because the Ward has died, a death certificate will need to be attached. 4. During the last year, I have visited the Ward in person times. Date of last visit: * If ward lives with you, put 365, and put today’s date as “Date of last visit” * If zero visits, please explain: 5. Ward’s residence is (check only one): 􀂈 Ward’s home 􀂈 Guardian’s home 􀂈 Relative’s home (give relative’s name) Or in the type of facility checked below: 􀂈Nursing Home 􀂈Group home 􀂈Hospital/Medical facility 􀂈State Supported Living Center (State School) 􀂈Other Please provide NAME of facility: 6. Length of time the Ward has lived at this address: Any change in residence in last year? 􀂈Yes 􀂈No If YES, explain: 7. All guardians must report on the amount and source of the Ward’s income, regardless of whether the income comes to someone other than the guardian (such as the Ward’s residence) . Note that Social Security benefits are considered income, but that child support is not. A. Source of Ward’s income: _____________________________________________________ B. Annual amount of Ward’s income: (monthly x 12) If zero, explain: 8. In addition to the Guardian of the Person, is there a Court-appointed Guardian of the Ward’s estate? Yes Note: Just because you are the Representative Payee does not necessarily mean there is a guardianship of the estate. Depending on your answer, please answer the questions in only one of the boxes below: OR A. If there is NOT a Guardian for the Ward’s estate, please answer the following questions and attach additional information as directed: 1) . Has a Court Order directed you to manage any funds of the Ward other than Social Security funds? Yes No → If YES, you MUST report on your management of those funds by attaching an income and expenses worksheet to this Annual Report. 2) . Are you the representative payee of the Ward’s Social Security Disability (SSI) or Social Security Retirement Benefits (SSA)? Yes No → If YES, you MUST attach to this Annual Report either: 1. A letter of the Ward’s Social Security benefits. Or 2. A copy of your most recent Representative Payee Report provided by the Social Security Administration. B. If there IS a Guardian for the Ward’s estate, please answer the following two questions: 1) . Are you the Guardian for the Ward’s estate? Yes No 2) . Do you as Guardian of the Person receive an allowance from the Guardian of

FAQs

What information must the guardian provide about the ward?

The form requests the ward’s name, age, date of birth, full address (no P.O. Box), city/state/zip, and phone, along with the reporting-period context such as residence and visit frequency.

When is a final report required, and what supporting details are needed?

A final report is filed for resignation, the ward turning 18, the ward’s death, or other reasons. The form also specifies whether successor guardianship has been identified and which certificates must be attached (e.g., birth or death certificates).

How does the form address ward income and estate guardianship?

Guardians must report the amount and source of the ward’s income, treating Social Security benefits as income but excluding child support. It also asks whether there is a court-appointed guardian for the ward’s estate and whether the person serving as guardian receives an allowance.

Sep 16, 2026

Uploaded by James