Accountability at the beginning of guardianship
Once you have been appointed the guardian for your client, who is an adult the authority will supervise your actions. The first thing you must do once you have been appointed guardian is to draw up an inventory of your client’s assets and debts, which you will submit with its attachments to the agency.
As guardian you will submit a property inventory to the guardship authority within three months of stepping into your position. The inventory must include all your client’s assets and debts the management of which has been given to you.
Attach copies of the necessary documents and receipts to the inventory. The inventory and its attachments will not be returned to you.
The information you provide in the property inventory is also the preliminary data for the first annual statement. As a guardian, you must maintain records so you can draw up an annual statement on their basis each year. You will need to attach receipts/documents from which the accounting period’s financial activities can be verified. The annual statement and its attachments will be returned to you after the audit for safekeeping. It is your responsibility to see to the retainment of documents that have accumulated over your period as guardian.
As guardian, you may not disclose information on the client to others without the client’s consent. A guardian’s obligation to secrecy also applies to audit materials.
Do the following
- First read the instructions
- Fill in, print and sign the property inventory form.
- Please return the form and its attachments to your local agency offices within three months of the start of your assignment.
An effort is made to review property inventories soon after their arrival. If it becomes apparent during the audit that more information is needed, you will be contacted.