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ANNUAL REPORT: STEP-BY STEP INSTRUCTIONS

YOU MUST FILE AN ANNUAL REPORT

This means you put it in your calendar, you sit down and DO IT every year, just like taxes, or your anniversary, or remembering someone's birthday. YOU HAVE TO DO an annual report.

Step One: Download the blank form. 

Download the form, print it, and do it by hand. I know we like to type with our thumbs on our phones, but you should print this form and do it by hand, in your own handwriting. This is for the Judge's benefit. It shows that you aren't just re-using an old form, or using someone else's answers, and shows that you are taking the report seriously. 

Step Two: Download the example on how to fill out the form. 

Don't copy these answers, use them as ideas for what answers are appropriate. This is to help you figure out how best to answer the questions as it pertains to you and your ward. 

Step Three: Make sure to put in the correct dates.

RECOGNIZE: There is a pattern to these dates.  FOR EXAMPLE:

 

Year one's annual report: May 1, 2023, through April 30, 2024

Year two's annual report: May 1, 2024, through April 30, 2025

Year three's annual report: May 1, 2025, through April 30, 2026

Year four's annual report: May 1, 2026, through April 30, 2027

Year five's annual report: May 1, 2027, through April 30, 2028

 

And so on….

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Step Four: Make sure report from physician's office form (last page of the annual report) is completed, make copies (for your records), then file with the clerk. 

Step Five: This is the last step. You must file the Annual Report EITHER electronically, (through e-filing portal) or directly with the clerk. (bring it there or mail it.)

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E-file it OR deliver it by hand or mail. 

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***NOTE (VERY IMPORTANT) The last page of that report is an ORDER. You deliver that SEPARATELY.

You can download an extra copy in MS word here:

If you are in Charlotte County:

 

AFTER YOU FILE THE ANNUAL REPORT YOU THEN HAVE TO EMAIL THE ORDER (Just the one page) TO THE GUARDIANSHIP MONITOR:

 

cha-guardianship@ca.cjis20.org

 

Or mail to: Jason Heintz | Court Guardianship Monitor, Administrative Office of the Courts

20th Judicial Circuit of Florida, Charlotte County Justice Center

350 E. Marion Avenue, Punta Gorda, FL 33950, 941-637-2100

CLICK HERE FOR DETAILED INSTRUCTIONS ON ELECTRONICALLY FILING YOUR ANNUAL REPORT

What if they ask for a checklist?

Once you complete the annual report, bring it to the clerk's office and they will help you get it filed with the Probate (Guardianship) Clerk. 

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