• You have been appointed the guardian for an adult; AND
• You need to file an "Annual Report of Guardian" as required by law (A.R.S § 14-5315) to provide the Court with the information required about the protected person's current condition.

• There is a court-ordered guardianship and/or conservatorship for an incapacitated or protected person (also known as “the ward”) in a U.S. state other than Arizona.
• The ward is now in Arizona or will soon relocate to Arizona.
• You want to transfer the existing guardianship and/or conservatorship case to Arizona rather than starting a new case here. *

* NOTE: You may either file to transfer or start a new case in Arizona, but note that transferring guardianship and/or conservatorship requires ALL of the following:

• Asking the court in the state where the case is being sent from for permission to ask Arizona to accept the case;
• Asking the court in Arizona to issue a provisional (temporary or conditional) order accepting the case;
• Presenting the order provisionally accepting the case from the court in Arizona to the court in the sending state and asking for final permission to transfer;
• Presenting the final permission to transfer from the sending state to the court in Arizona and asking for a final order accepting the transfer from Arizona; and
• Presenting the final order from Arizona accepting transfer to the court in the sending state, along with a request to terminate the case in that state.

Note also, when accepting a transfer, no court investigator’s report or physician’s report are required, as the receiving court accepts the sending court’s determination of incapacity and need for protection.

• The Ward (protected person) is involved in an active guardianship case in the Maricopa County Superior Court; AND
• You want the Court to order the Guardian to allow you to have contact with the Ward (protected Person); OR
• The Ward wants the Court to order the Guardian to allow the Ward to have contact with a person; AND
• The Guardian is restricting the contact between the Ward and the person with whom contact is requested, AND
• There is a "significant relationship" between the Ward and the person to be contacted, and Petitioner can prove the "significant relationship" to the Court. [A "significant relationship" means that a person "either is related to the ward by blood or marriage or is a close friend of the ward as established by a history of pattern and practice" (A.R.S. § 14-5101)].

• A guardian and/or conservator has been appointed for a disabled adult, AND
• The guardian/conservatorship is no longer needed and the Arizona case should be TERMINATED because:
  
  • the protected adult (the "Ward") died, or
  • moved out of state, or
  • is now able to conduct his or her own affairs, AND
  • the current guardian/conservator needs to be released from his or her legal duties (discharged),
    OR
• There is still a need for a guardian and/or conservator but a person currently serving as court-appointed guardian and/or conservator needs to be "discharged" (released from his or her legal duties) because he or she:
  
  • is no longer able or willing to serve, or
  • should not be allowed to continue to serve.
    OR
• You want a court order to release restricted funds or property to a disabled or protected adult.
• Do NOT use this packet to terminate guardianship or conservatorship of a minor. Refer to separate forms and instructions to terminate or to discharge a guardian or conservator for a minor, including a minor who has turned 18.