Establish Guardianship Account

  • Staff with supervisor/PFR to determine if account is needed. 
  • The account should be established using the FEI number (73-6017987). If bank refuses to establish an account using the FEI number, please staff with supervisor.  Supervisor can approve using the AV’s Social Security number to establish account.
  • 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 Asset Note in the appropriate Asset Management.
  • Non-regular expenditures such as a burial policy are staffed, and one approval note by the supervisor is added in Asset Note in the appropriate Asset Management.
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