Iowa Code 633.669 – Reporting requirements — assistance by clerk
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1. A guardian appointed by the court under this chapter shall file with the court the following written verified reports which shall not be waived by the court:
a. An initial care plan filed within sixty days of appointment. The information in the initial care plan shall include but not be limited to the following information:
(1) The current residence of the protected person and the guardian‘s plan for the protected person‘s living arrangements.
(2) The guardian’s plan for payment of the protected person’s living expenses and other expenses.
(3) The protected person’s health status and health care needs, and the guardian’s plan for meeting the protected person’s needs for medical, dental, and other health care needs.
(4) If applicable, the guardian’s plan for other professional services needed by the protected person.
(5) If applicable, the guardian’s plan for meeting the educational, training, and vocational needs of the protected person.
(6) If applicable, the guardian’s plan for facilitating the participation of the protected person in social activities.
(7) The guardian’s plan for facilitating contacts between the protected person and the protected person’s family members and other significant persons.
(8) The guardian’s plan for contact with, and activities on behalf of, the protected person.
b. An annual report, filed within sixty days of the close of the reporting period, unless the court otherwise orders on good cause shown. The information in the annual report shall include but not be limited to the following information:
(1) The current living arrangements of the protected person.
(2) The sources of payment for the protected person’s living expenses and other expenses.
(3) A description, if applicable, of the following:
(a) The protected person’s physical and mental health status and the medical, dental, and other professional services provided to the protected person.
(b) If applicable, the protected person’s employment status and the educational, training, and vocational services provided to the protected person.
(c) The contact of the protected person with family members and other significant persons.
(d) The nature and extent of the guardian’s visits with, and activities on behalf of, the protected person.
(4) The guardian’s recommendation as to the need for continuation of the guardianship.
(5) The ability of the guardian to continue as guardian.
(6) The need of the guardian for assistance in providing or arranging for the provision of the care and protection of the protected person.
c. A final report within thirty days of the termination of the guardianship under section 633.675 unless that time is extended by the court.
Terms Used In Iowa Code 633.669
- Clerk: means "clerk of the district court" in the county in which the matter is pending and includes the term "clerk of the probate court". See Iowa Code 633.3
- Court: means , when referring to a court of this state, the district court sitting in probate with jurisdiction of conservatorships and guardianships. See Iowa Code 633.701
- following: when used by way of reference to a chapter or other part of a statute mean the next preceding or next following chapter or other part. See Iowa Code 4.1
- Guardian: A person legally empowered and charged with the duty of taking care of and managing the property of another person who because of age, intellect, or health, is incapable of managing his (her) own affairs.
- Guardian: means a person appointed by the court to make decisions regarding the adult under the provisions of this chapter. See Iowa Code 633.701
- Person: means an individual, corporation, business trust, estate, trust, partnership, limited liability company, association, joint venture, public corporation, or government; governmental subdivision, agency, or instrumentality; or any other legal or commercial entity. See Iowa Code 633.701
- Protected person: means an adult for whom a conservatorship has been issued. See Iowa Code 633.701
2. The court shall develop a simplified uniform reporting form for use in filing the required reports.
3. The clerk of the court shall notify the guardian in writing of the reporting requirements and shall provide information and assistance to the guardian in filing the reports.
4. Reports of guardians shall be reviewed and approved by a district court judge or referee.