Okla. Stat. tit. 30, § 30-4-305

attachments.

A. A report on the guardianship of the person of an

incapacitated or partially incapacitated person shall set forth:

1. The name and place of abode of the ward and the name and

address of the guardian or limited guardian;

2. Any significant change in the capacity of the ward to meet

the essential requirements for his physical health or safety;

3. The services being provided to the ward and the relationship

of those services to the individual guardianship plan;

4. Any significant actions taken by the guardian or limited

guardian or guardian during the reporting period;

5. Any significant problems relating to the guardianship which

have arisen during the reporting period;

6. The reasons, if any, why the appointment should be

continued; and

7. The reasons, if any, why no less restrictive alternative

will permit the incapacitated or partially incapacitated person to

meet the essential requirements for his physical health or safety.

B. The report shall be substantially in the following form:

Report on the Guardianship of the Person

I, (Name) the (Guardian/Limited Guardian of the person)

for (Name) , an (incapacitated/partially incapacitated) person

hereby submit this (annual, court-ordered) Guardianship Report.

1. The present place of abode of the ward is:

_________________________________________________________

_________________________________________________________

2. The type of home or facility in which the ward lives is

_________________________ and the name of the person in charge of

the home or facility is _____________________________

3. My present street address and telephone number is:

________________________________________________________

4. During the last year, I have seen the ward _______ times. I

otherwise or also have become or remained familiar with the needs

and care of the ward as follows: ___________________________

The nature of my visits to the ward have been:

Oklahoma Statutes - Title 30. Guardian and Ward Page 83

____________________________________________________________

5. The following services are currently being provided to the ward:

_____________________________________________________________

6. These services (are, are not) provided for in the current

Guardianship Plan. The reason they are not shown in the current

Guardianship Plan is: ___________________________________

7. The ward was last seen by a physician on: __________________ The

purpose of the visit was: ____________________________

8. I (have, have not) observed any major change in the ward's

physical or mental condition during the last year. (If so,) these

are my observations:

_______________________________________________________________

_______________________________________________________________

9. I (have, have not) taken any significant action for or on behalf

of the ward since the last time I submitted a Guardianship Report.

(If so,) I took the following actions:

_______________________________________________________________

10. There (have, have not) been any significant problems relating

to the ward or to my guardianship of the ward since the last time I

submitted a Guardianship Report or, if this is an initial report,

since the issuance of my letters. (If so,) I have observed these

problems:

_______________________________________________________________

11. It is my opinion that the guardianship (should, should not) be

continued. (If so,) the basis for my belief is as follows:

_______________________________________________________________

12. I believe the ward (would, would not) be able to manage

essential requirements for physical health and safety with fewer

restrictions on the ward's ability to act for himself or herself.

(If so,) the basis for my belief is as follows:

_______________________________________________________________

13. My opinion of the present care being provided to the ward is as

follows:
_____________

12. I believe the ward (would, would not) be able to manage

essential requirements for physical health and safety with fewer

restrictions on the ward's ability to act for himself or herself.

(If so,) the basis for my belief is as follows:

_______________________________________________________________

13. My opinion of the present care being provided to the ward is as

follows:

_______________________________________________________________

14. The place of abode of the ward (has, has not) changed since the

last guardianship report. (If so,) the place of abode of the ward

was changed for the following reasons:

_______________________________________________________________

I hereby swear that the answers set forth above are true and

correct to the best knowledge and belief of the undersigned, subject

to the penalties of making a false affidavit or declaration.

Date: _______ ____________________________________________

(Signature of Guardian or Limited Guardian)

Telephone: _________________________

C. Whenever there are changes or proposed changes to the

guardianship plan, an individual guardianship plan, substantially in

the same form as provided in Section 3-120 of this title, shall be

Oklahoma Statutes - Title 30. Guardian and Ward Page 84

submitted with the guardianship report and shall show any such

changes or proposed changes in the guardianship plan since last

submitted to and approved by the court.

D. Attached to the report shall be:

1. An accounting of any monies received by the guardian or

limited guardian on behalf of the ward;

2. Any expenditures made by the limited guardian or guardian on

behalf of the ward;

3. Any compensation requested by the guardian or limited

guardian; and

4. Copies of any appropriate medical records, evaluations, or

other similar documentation pertinent to the reporting period.