Annual Guardian Person Form – Fill Out and Use This PDF

Enter the Cause No. and the name in GUARDIANSHIP OF AN INCAPACITATED PERSON, IN THE PROBATE COURT NUMBER 1, COLLIN COUNTY, TEXAS. After Now comes, write the Guardian(s) of the person and the Ward's name, then the time period the annual report is covering.

The reporting time period should always cover the previous year.

If you are unsure of your Cause Number, Reporting time period, or Bond type, call the Probate Office at 972-548-6463 for assistance.

Enter the Guardian's name and current address, the Phone number and the Email. The next number is 2.

All guardians appointed Guardian of the Person need to be included in the report.

Enter the Ward's name and current address, Phone number, How long at the current address, Ward's age, Date of Birth and the SSN as XXX-XX- and the last 4 digits only. The next number is 3.

Mark where the ward lives: (a) own home, (b) guardian's home, (c) foster home, (d) relative's home (describe relationship), (e) Hospital or Medical Facility (name & address), or (f) Other (specify). The next number is 4.

Mark Yes or No: Has the ward's residence changed within the past year? If so, state the date and reason. The next number is 5.

If the ward does not live with you, state the number of times you have visited the ward in the past year and the Date of last visit.

Mark Yes or No: Does the ward have an estate other than nominal sums of money and personal effects? Mark Yes or No: Do you have possession of the ward's estate?

Mark Yes or No for possession of the ward's estate, an estate other than nominal sums of money and personal effects. During the past year, write the guardian or caregiver who has received and spent funds for the care and maintenance of the ward, and state all funds received from all sources, including social security or welfare: Total funds received annually, Source of funds, and Total funds spent for ward's care.

Write who has possession or control of ward's estate (name and address). The next number is 7.

Mark if the ward's physical health and the ward's mental health have Improved, Deteriorated or Remained Unchanged. If the ward's condition has changed, please describe all changes. The next number is 8.

Regular medical care during the past year: mark Yes or No. The ward should have, at least, an annual checkup with the doctor.

If the ward has not had an annual checkup, please list the reasons why. For the ward's present physician, write Name, Address and Phone Number.

Treatment or evaluation by a doctor other than an annual checkup during the past year: mark Yes or No.

Under Yes or No, write Name, Address and Treatment Involved.

Treatment or evaluation by a psychiatrist, psychologist, or other mental health provider during the past year: mark Yes or No.

Mark Yes or No, then write Name, Address and Treatment Involved.

Give the date of the ward's last annual checkup with a dentist, or list the reasons why the ward has not had an annual checkup. For the ward's present dentist, write Name, Address and Phone.

Any other treatment or evaluation by a dentist other than an annual checkup during the past year: mark Yes or No.

Mark Yes or No, then write Name and Treatment Involved. The next number is 10.

A Social Worker or other case worker seen during the past year: mark Yes or No, then write Name and Treatment Involved.

Another individual who provided treatment, seen during the past year: mark Yes or No, then write Name and Treatment Involved.

Briefly describe all recreational, educational, occupational, and social activities in which the ward has participated during the past year. If the ward is unable or has refused to participate, please state so.

Mark the "Excellent", "Average" or "Below Average" box for the ward's present living arrangements. If "Below Average" is marked, please explain.

Write if the ward is content or unhappy with the living arrangements. The next number is 15.

Write any unmet needs of the ward. The next number is 16.

Mark if your powers or duties should be Increased, Decreased or Remain Unchanged. If change is recommended, please state change and reasons. The next number is 17.

If there is any additional information you wish to share with the court please state or attach to this report. The next number is 18.

If the Bond in this guardianship is a corporate surety bond, mark Yes, No or N/A: has the bond premium for the next reporting year been paid? If it is a personal surety bond, mark Yes, No or N/A: has there been a change in the status of the sureties on the bond (ex: address, death, financial)? If so, please explain. Mark Yes, No or N/A: the current bond is a personal bond.

Write the Guardian(s) and the Incapacitated Person in the Oath of Guardian, which states on oath that the report is a true, correct, and complete statement of the present condition, welfare, and well being of an Incapacitated Person, as of the date stated herein.

Each guardian signs on a Signed line, marked Guardian Signature. The Notary Public in and for the State of Texas fills in the day and signs.

Reports may be filed in person or by mail along with any applicable fee, at the Collin County Clerk Probate Department, 2100 Bloomdale Road, Suite 12360, McKinney, Texas 75071.

Unless there is an Affidavit of Indigence or Affidavit of Inability to Pay on file, the fee to file the Report is $12.00 and the fee for renewed Letters of Guardianship is $8.00 (checked November 11, 2026).