§ 633.669 — Reporting requirements — assistance by clerk

Iowa § 633.669

• Jurisdiction: Iowa
• Title XV: JUDICIAL BRANCH AND JUDICIAL PROCEDURES
• Ch. 633: PROBATE CODE

Text

1. A guardian appointed by the court under this chapter shall file with the court the
following verified reports which shall not be waived by the court:
a. The reports must be based on the needs of the protected person and take into account
the best interest of the protected person as well as the protected person’s preference, values,
and prior directions to the extent known to, or reasonably ascertainable by, the guardian.
b. Aninitialcareplanfiledwithinsixtydaysofappointment. Theinformationintheinitial
care plan shall include but not be limited to the following information:
(1) Thecurrentresidenceoftheprotectedpersonandtheguardian’splanfortheprotected
person’s living arrangements.
(2) The guardian’s plan for payment of the protected person’s living expenses and other
expenses.
(3) If applicable, 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) Whether the protected person has a living will or health care power of attorney.
(5) If applicable, the guardian’s plan for other professional services needed by the
protected person.
(6) If applicable, the guardian’s plan for meeting the educational, training, and vocational
needs of the protected person.
(7) If applicable, the guardian’s plan for facilitating the participation of the protected
person in social activities.
(8) The guardian’s plan for facilitating contacts between the protected person and the
protected person’s family members and other persons significant in the life of the protected
person.
(9) The guardian’s plan for contact with, and activities on behalf of, the protected person.
(10) The powers that the guardian requests to carry out the initial care plan.
c. 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) Thesourcesofpaymentfortheprotectedperson’slivingexpensesandotherexpenses.
(3) A description, if applicable, of the following:
(a) The protected person’s physical and mental health status and the health services
including medical, dental, and other professional services provided to the protected person.
(b) The protected person’s employment status and the educational, training, and
vocational services provided to the protected person.
(c) The guardian’s facilitation of the participation of the protected person in social
activities.
(d) Thecontactoftheprotectedpersonwithfamilymembersandotherpersonssignificant
in the life of the protected person.
(e) The nature and extent of the guardian’s visits with, and activities on behalf of, the
protected person.
(4) The guardian’s changes to the care plan for the protected person for the next annual
reporting period.
(5) The powers that the guardian requests to carry out the care plan for the protected
person for the next annual reporting period.
(6) The guardian’s recommendation as to the need for continuation of the guardianship.
(7) The ability of the guardian to continue as guardian.
(8) The need of the guardian for assistance in providing or arranging for the provision of
the care and protection of the protected person.
d. A final report within thirty days of the termination of the guardianship under section