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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.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/guardians-initial-annual-final-report-on-the-condition-and-well-being-of-a-ward/280187/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/guardians-initial-annual-final-report-on-the-condition-and-well-being-of-a-ward/280187.png","ImageObject",442,249,{"name":88,"@type":89},"\tJames","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-27","2026-09-16",true,{"@type":98,"interactionType":99,"userInteractionCount":30},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What information must the guardian provide about the ward?","Question",{"text":108,"@type":109},"The form requests the ward’s name, age, date of birth, full address (no P.O. 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WARD: Name   Age   DOB   Address (no P.O. Box)   City/State/Zip   Phone    \n2. GUARDIAN(s): Guardian’s Name   Co-Guardian’s Name    \nAge(s)  /  DOB(s)  /  Address (no P.O. Box)  City/State/Zip   Phone No.   \nEmail   Relationship to Ward    \nDuring the past reporting year, have you been convicted of a felony or a misdemeanor  \nother than a minor traffic offense? YES    \nIf this is your final report, answer the questions in box below. If this is not your final report, skip to \\#4.  \n3. FINAL REPORTS ONLY  \nI am filing a Final Report because (check one)  \n􀂈 I am resigning 􀂈 the ward has turned 18  \n􀂈 the ward has died 􀂈 other; if “other,” please explain:  \nA. If you are resigning, has a successor guardian been identified?  \n􀂈YES 􀂈NO  \nName   Age   DOB   Address   City/State/Zip   Phone    \nB. If because Ward has turned eighteen, a birth certificate will need to be attached.  \nC. If because the Ward has died, a death certificate will need to be attached.  \n4. During the last year, I have visited the Ward in person   times. Date of last visit:    \n* If ward lives with you, put 365, and put today’s date as “Date of last visit”  \n* If zero visits, please explain:    \n5. Ward’s residence is (check only one):  \n􀂈 Ward’s home  \n􀂈 Guardian’s home  \n􀂈 Relative’s home (give relative’s name)    \nOr in the type of facility checked below:  \n􀂈Nursing Home 􀂈Group home 􀂈Hospital/Medical facility  \n􀂈State Supported Living Center (State School) 􀂈Other  \nPlease provide NAME of facility:    \n6. Length of time the Ward has lived at this address:    \nAny change in residence in last year? 􀂈Yes 􀂈No If YES, explain:    \n7. 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.  \nA. Source of Ward’s income: _____________________________________________________  \nB. Annual amount of Ward’s income:   (monthly x 12)  \nIf zero, explain:    \n8. In addition to the Guardian of the Person, is there a Court-appointed Guardian of the Ward’s estate?  \nYes Note: Just because you are the Representative Payee does not necessarily mean there is a  \nguardianship of the estate.  \nDepending on your answer, please answer the questions in only one of the boxes below:  \nOR  \nA. If there is NOT a Guardian for the Ward’s estate, please answer the following questions and attach additional information as directed:  \n1) . Has a Court Order directed you to manage any funds of the Ward other than Social Security funds? Yes No  \n→ If YES, you MUST report on your management of those funds by attaching an income and expenses worksheet to this Annual Report.  \n2) . Are you the representative payee of the Ward’s Social Security Disability (SSI) or Social  \nSecurity Retirement Benefits (SSA)? Yes No → If YES, you MUST attach to this Annual Report either:  \n1. A letter of the Ward’s Social Security benefits.  \nOr  \n2. A copy of your most recent Representative Payee Report provided by the Social Security Administration.  \nB. If there IS a Guardian for the Ward’s estate, please answer the following two questions:  \n1) . Are you the Guardian for the Ward’s estate? Yes No  \n2) . Do you as Guardian of the Person receive an allowance from the Guardian of ","cbCaifIXV3cCSS7b","https://ap.wps.com/l/cbCaifIXV3cCSS7b","pdf",571164,7,"English","# WARD information\n## Guardian(s) and reporting eligibility\n# Final report instructions\n## Successor guardian and required certificates\n# Visits and residence\n## Length of stay and changes\n# Income and estate guardianship\n## Ward income sources and amounts\n# Professional treatments and evaluations\n# Social activities and mental health\n## Physical health and emergency detention","[{\"question\":\"What information must the guardian provide about the ward?\",\"answer\":\"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.\"},{\"question\":\"When is a final report required, and what supporting details are needed?\",\"answer\":\"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).\"},{\"question\":\"How does the form address ward income and estate guardianship?\",\"answer\":\"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.\"}]","Guardian’s Initial-Annual-Final Report on the Condition and Well-Being of a Ward | PDF",1789534815]