30 Day Guardianship Tasks

  1. Document Good Cause if the client is unable to attend the hearing. This should be a doctor’s statement (stored in Related tab under corresponding Court Order) or determined by client’s counsel or APS OKDHS Legal regarding AV’s ability to attend hearing.
  2. Establish guardianship account.
    • Staff with supervisor/PFR to determine if account is needed. 
    • The account should be established using the FEI number (73-6017987).
    • The account must have signatures of specialist and supervisor/district PFR.
    • Start the asset management in AVA.
    • Regular monthly expenditures to the nursing home for example are staffed and one approval note by the supervisor is added in Guardianship Note.
    • Non-regular expenditures such as a burial policy are staffed, and one approval note by the supervisor is added in Guardianship Note.
  3. Re-direct the client’s mail using temporary address change or document will be picking up.
  4. Sign consents for protective services.
  5. Complete the home inventory.
  6. Check for any additional financial interests/income, safety deposit box.
  7. Apply for Medicaid.
  8. Notify utility companies and other entities (phone, cable, internet etc.) of guardianship.  Staff to determine if services need to be disconnected.
  9. Complete needed case documentation for title 43 A involuntary service line and initial guardianship assessment in AVA.
  10. Contact SSA to suspend payments or re-direct.
  11. Contact other sources of income to re-direct.
  12. Provide financial institution with copy of 30-Day Order.
  13. Change address of adult’s existing bank accounts to be delivered to DHS.
  14. Clean out refrigerator &/or freezer before shutting off utilities.
  15. Staff with supervisor & legal counsel if guardianship requires 180 Day early in the first 30 days. This gives you time to complete the appropriate pleadings and obtain your PMSE (Physical, Mental, and Social Evaluation) for the 180-day hearing.
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