Quick Reference For Guardians Conservators {CC-16-2-7-1}

Nebraska State Court Form REQUIRED QUICK REFERENCE FOR GUARDIANS/CONSERVATORS CC 16:2.7.1 Neb. Ct. R. 2476-1433()(1) Page 1 of 3 Quick Reference for Guardians/Conservators CC 16:2.7.1 Rev In the Matter of , ward/incapacitated County: Case number: The anniversary date of your appointment is: (one year after the Letters are issued) You have been appointed as: Guardian. You will complete Annual Reporting Forms Packet A. Conservator. You will complete Annual Reporting Forms Packet C. Conservator with Restricted Accounts. You will complete Annual Reporting Forms Packet C. Below is a list of duties that need to be completed within the time lines noted: 1. Acknowledgment of Financial Institution form, CC 16:2.6 - Must be filed within 0 days aftergetting your Letters and is filed after you give your Letters to the inancial nstitution. This formshows the court you have given copies of the Letters 2. Letters of Guardianship and/or Conservatorship - Must be filed with the Register of Deeds in anycounty where the ward/incapacitated person/protected person has real property or an interest in realproperty. 3. Complete training 4. Your Annual Reporting Forms Packet - Must be filed one year after the Letters are issued. YouAnnual Report of Guardian on Condition of Ward - If you are a conservator only, you do not need to complete this report. Each year, this form is completed by the guardian to update thecourt regarding activities with and on behalf of the ward/incapacitated person/protectedperson and to report on the wUpdated Inventory form - assets and will help you and the court keep track of the property, income, etc. of theward/incapacitated person/protected person. Annual Accounting form - This form is a complete accounting of the w/incapacitated American LegalNet, Inc. www.FormsWorkFlow.com Page 2 of 3 Quick Reference for Guardians/Conservators CC 16:2.7.1 Rev bank statements and/or brokerage statements. The court needs to know all deposits made and checks written, who checks were written to and what they were for. A form is provided for you to use as a guide to keep track of income and expenses. Completing this form regularly will help with the completing your annual reports. You must annually complete and file an accounting if any money is taken in or paid out. **Please note that if there is a separate conservator or if someone else is a Payee for benefits for the ward/incapacitated person/protected person, the asset(s) should be listed on the Inventory, but you do not need to complete the accounting for those assets. Certificate of Proof of Possession form - This form needs to be completed, taken to each financial institution where a war account islocated, and signed by that institution under notary. If any accounts are restricted, the bankmust certify that restriction by checking the appropriate box. Bank Statements Bank statements and brokerage reports for the accounting period with personal information (Social Security number, date of birth, account numbers, etc.) blackedout. Notice of Right to Object form - Must be completed and sent to all interested . Personal and Financial Information form This form is a confidential document which informs the court of the complete bank accountnumbers, etc. which cannot be included on forms which can be accessed by the public. THISCONFIDENTIAL FORM IS FILED WITH THE COURT, BUT NOT SENT TO INTERESTEDPERSONS. Please note: There is a court filing fee due with the annual reports. The fee is $5 for theAnnual Accounting and $5 for the Report on Condition of Ward. Each of the form(s) you needare included in your packet. You may find the forms online ator you can make The annual reports listed above, except for the confidential Personal and FinancialInformation form, must be sent to all interested , and a Certificate ofMailing must be filed with the court, indicating you mailed the completed forms toall interested by first class mail, postage pre-paid. REMEMBER: NEVER co-mingle the money of the ward/incapacitated person/protected person with your personalaccounts. If necessary, open new accounts immediately.You shall not pay yourself any money from the wardaccounts without first receiving permission from the court. This includes any money for livingexpenses, if the ward/incapacitated person/protected person lives with you. American LegalNet, Inc. www.FormsWorkFlow.com Page 3 of 3 Quick Reference for Guardians/Conservators CC 16:2.7.1 Rev You shall not make any ATM withdrawals or receive cash back on a debit transaction from anyaccount without a court order. If an account is restricted, you cannot access that money without acourt order.You must notify the court immediately if either you or your ward/incapacitated person/protectedperson has a change of address.You must notify the court within 3 days if the ward/incapacitated person/protected person dies. You must get court approval prior to moving the ward/incapacitated person/protected person out of the State of Nebraska. You must file your Letters with the Register of Deeds in any county the ward/incapacitatedperson/protected person has real property or an interest in real property.If you fail to file any of the reports above on time, you will receive an Order to Show Cause requiringyou to appear in court to explain why the report(s) were not filed. 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