{"data":{"id":"us-ok/okla.-stat.-tit.-30-30-4-305","jurisdiction":"us-ok","citation":"Okla. Stat. tit. 30, § 30-4-305","heading":"Report on guardianship of person - Requirements -","body":"attachments.\n\nA. A report on the guardianship of the person of an\n\nincapacitated or partially incapacitated person shall set forth:\n\n1. The name and place of abode of the ward and the name and\n\naddress of the guardian or limited guardian;\n\n2. Any significant change in the capacity of the ward to meet\n\nthe essential requirements for his physical health or safety;\n\n3. The services being provided to the ward and the relationship\n\nof those services to the individual guardianship plan;\n\n4. Any significant actions taken by the guardian or limited\n\nguardian or guardian during the reporting period;\n\n5. Any significant problems relating to the guardianship which\n\nhave arisen during the reporting period;\n\n6. The reasons, if any, why the appointment should be\n\ncontinued; and\n\n7. The reasons, if any, why no less restrictive alternative\n\nwill permit the incapacitated or partially incapacitated person to\n\nmeet the essential requirements for his physical health or safety.\n\nB. The report shall be substantially in the following form:\n\nReport on the Guardianship of the Person\n\nI, (Name) the (Guardian/Limited Guardian of the person)\n\nfor (Name) , an (incapacitated/partially incapacitated) person\n\nhereby submit this (annual, court-ordered) Guardianship Report.\n\n1. The present place of abode of the ward is:\n\n_________________________________________________________\n\n_________________________________________________________\n\n2. The type of home or facility in which the ward lives is\n\n_________________________ and the name of the person in charge of\n\nthe home or facility is _____________________________\n\n3. My present street address and telephone number is:\n\n________________________________________________________\n\n4. During the last year, I have seen the ward _______ times. I\n\notherwise or also have become or remained familiar with the needs\n\nand care of the ward as follows: ___________________________\n\nThe nature of my visits to the ward have been:\n\n____________________________________________________________\n\n5. The following services are currently being provided to the ward:\n\n_____________________________________________________________\n\n6. These services (are, are not) provided for in the current\n\nGuardianship Plan. The reason they are not shown in the current\n\nGuardianship Plan is: ___________________________________\n\n7. The ward was last seen by a physician on: __________________ The\n\npurpose of the visit was: ____________________________\n\n8. I (have, have not) observed any major change in the ward's\n\nphysical or mental condition during the last year. (If so,) these\n\nare my observations:\n\n_______________________________________________________________\n\n_______________________________________________________________\n\n9. I (have, have not) taken any significant action for or on behalf\n\nof the ward since the last time I submitted a Guardianship Report.\n\n(If so,) I took the following actions:\n\n_______________________________________________________________\n\n10. There (have, have not) been any significant problems relating\n\nto the ward or to my guardianship of the ward since the last time I\n\nsubmitted a Guardianship Report or, if this is an initial report,\n\nsince the issuance of my letters. (If so,) I have observed these\n\nproblems:\n\n_______________________________________________________________\n\n11. It is my opinion that the guardianship (should, should not) be\n\ncontinued. (If so,) the basis for my belief is as follows:\n\n_______________________________________________________________\n\n12. I believe the ward (would, would not) be able to manage\n\nessential requirements for physical health and safety with fewer\n\nrestrictions on the ward's ability to act for himself or herself.\n\n(If so,) the basis for my belief is as follows:\n\n_______________________________________________________________\n\n13. My opinion of the present care being provided to the ward is as\n\nfollows:\n_____________\n\n12. I believe the ward (would, would not) be able to manage\n\nessential requirements for physical health and safety with fewer\n\nrestrictions on the ward's ability to act for himself or herself.\n\n(If so,) the basis for my belief is as follows:\n\n_______________________________________________________________\n\n13. My opinion of the present care being provided to the ward is as\n\nfollows:\n\n_______________________________________________________________\n\n14. The place of abode of the ward (has, has not) changed since the\n\nlast guardianship report. (If so,) the place of abode of the ward\n\nwas changed for the following reasons:\n\n_______________________________________________________________\n\nI hereby swear that the answers set forth above are true and\n\ncorrect to the best knowledge and belief of the undersigned, subject\n\nto the penalties of making a false affidavit or declaration.\n\nDate: _______ ____________________________________________\n\n(Signature of Guardian or Limited Guardian)\n\nTelephone: _________________________\n\nC. Whenever there are changes or proposed changes to the\n\nguardianship plan, an individual guardianship plan, substantially in\n\nthe same form as provided in Section 3-120 of this title, shall be\n\nsubmitted with the guardianship report and shall show any such\n\nchanges or proposed changes in the guardianship plan since last\n\nsubmitted to and approved by the court.\n\nD. Attached to the report shall be:\n\n1. An accounting of any monies received by the guardian or\n\nlimited guardian on behalf of the ward;\n\n2. Any expenditures made by the limited guardian or guardian on\n\nbehalf of the ward;\n\n3. Any compensation requested by the guardian or limited\n\nguardian; and\n\n4. Copies of any appropriate medical records, evaluations, or\n\nother similar documentation pertinent to the reporting period.","path":["OK Code","Title 30"],"source_url":"https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os30.pdf","current_through":"2026-08-14","vintage":"open-us-law v2026.08, retrieved 2026-09-14","retrieved_at":"2026-09-14T18:32:36Z","sha256":"4f71dc84dc30bdc92bfa28ca4dfcfc0d7debd28d61ea770aa4943429499f4df4","source_id":"us-ok","stale":false,"prev":"us-ok/okla.-stat.-tit.-30-30-4-304","next":"us-ok/okla.-stat.-tit.-30-30-4-306"},"notice":"GroundRules: Original legal text. Not legal advice."}