{"formats":[{"name":"JSON","format":"json","url":"\/downloads\/2025\/code-json\/64.2-2020.json"},{"name":"Plain Text","format":"text","url":"\/downloads\/2025\/code-text\/64.2-2020.txt"},{"name":"XML","format":"xml","url":"\/downloads\/2025\/code-xml\/64.2-2020.xml"},{"name":"HTML","format":"html","url":"\/downloads\/2025\/code-html\/64.2-2020.html"}],"law_id":58544,"edition_id":1,"section_id":58544,"structure_id":13268,"section_number":"64.2-2020","catch_line":"Annual reports by guardians","history":"1997, c. 921, \u00a7 37.1-137.2; 1998, c. 582; 2000, c. 198; 2003, c. 527; 2005, c. 716, \u00a7 37.2-1021; 2012, c. 614; 2013, c. 133; 2019, c. 443; 2020, cc. 190, 372; 2022, c. 381; 2023, c. 540; 2024, cc. 17, 156, 587; 2025, c. 148.","full_text":"A\n\nWithin six months from the date of qualification, a guardian appointed pursuant to § 64.2-2009 shall file an initial annual report reflecting the first four months of guardianship since qualification with the local department of social services for the jurisdiction where the incapacitated person then resides. After such initial annual report has been filed, the second and subsequent annual reports for each succeeding 12-month period shall be due within four months from the last day of the 12-month period covered by the previous annual report. The annual report shall be on a form prepared by the Office of the Executive Secretary of the Supreme Court and shall be accompanied by a filing fee of $5. To the extent practicable, the annual report shall be formatted in a manner to encourage standardized and detailed responses from guardians. The local department shall retain the fee in the jurisdiction where the fee is collected for use in the provision of services to adults in need of protection. Within 60 days of receipt of the annual report, the local department shall file a copy of the annual report with the clerk of the circuit court that appointed the guardian, to be placed with the court papers pertaining to the guardianship case. Twice each year the local department shall file with the clerk of the circuit court a list of all guardians who are more than 90 days delinquent in filing an annual report as required by this section. If the guardian is also a conservator, a settlement of accounts shall also be filed with the commissioner of accounts as provided in § 64.2-1305.B\n\nThe annual report to the local department of social services shall include:1\n\nA description of the current mental, physical, and social condition of the incapacitated person, including any change in diagnosis or assessment of any such condition of such incapacitated person by any medical provider since the last report;2\n\nA description of the incapacitated person’s living arrangements during the reported period, including a specific assessment of the adequacy of such living arrangement;3\n\nThe medical, educational, vocational, social, recreational, and any other professional services and activities provided to the incapacitated person and the guardian’s opinion as to the adequacy of the incapacitated person’s care. The information required by this subdivision shall include (i) the specific names of the medical providers that have treated the incapacitated person and a description of the frequency or number of times the incapacitated person was seen by such providers; (ii) the date and location of and reason for any hospitalization of such incapacitated person; and (iii) a description of the educational, vocational, social, and recreational activities in which such incapacitated person participated;4\n\nA statement of whether the guardian agrees with the current treatment or habilitation plan;5\n\nA statement of whether the incapacitated person has been an alleged victim in a report of abuse, neglect, or exploitation made pursuant to Article 2 (§ 63.2-1603 et seq.) of Chapter 16 of Title 63.2, to the extent known, and whether there are any other indications of abuse, neglect, or exploitation of such incapacitated person;6\n\nA recommendation as to the need for continued guardianship and any recommended changes in the scope of the guardianship;7\n\nThe name of any persons whose access to communicate, visit, or interact with the incapacitated person has been restricted and the reasons for such restriction;8\n\nA self-assessment by the guardian as to whether he feels he is able to continue to carry out the powers and duties imposed upon him by § 64.2-2019 and as specified in the court’s order of appointment pursuant to § 64.2-2009;9\n\nA statement as to whether the guardian and any skilled professional retained by such guardian to perform guardianship duties on behalf of the guardian have completed the training required by subsection E1 of § 64.2-2019;10\n\nUnless the incapacitated person resides with the guardian, a statement of the frequency and nature of any (i) in-person visits from the guardian with the incapacitated person over the course of the previous year and (ii) visits over the course of the previous year from a designee who is directly supervised or contracted by the guardian, including the name of the designee performing such visit. If any visit described in this section is made virtually, the guardian shall include such information in the annual report;11\n\nIf no visit is made within a 120-day period, the guardian shall describe any challenges or limitations in completing such visit;12\n\nA general description of the activities taken on by the guardian for the benefit of the incapacitated person during the past year;13\n\nAny other information deemed necessary by the Office of the Executive Secretary of the Supreme Court of Virginia or the Department for Aging and Rehabilitative Services to understand the condition, treatment, and well-being of the incapacitated person;14\n\nAny other information useful in the opinion of the guardian; and15\n\nThe compensation requested and the reasonable and necessary expenses incurred by the guardian.\n\t\t\t\tThe guardian shall certify by signing under oath that the information contained in the annual report is true and correct to the best of his knowledge. If a guardian makes a false entry or statement in the annual report, he shall be subject to a civil penalty of not more than $600. Such penalty shall be collected by the attorney for the Commonwealth or the county or city attorney, and the proceeds shall be deposited into the general fund.C\n\nIf the local department of social services files notice that the annual report has not been timely filed in accordance with subsection A with the clerk of the circuit court, the court may issue a summons or rule to show cause why the guardian has failed to file such annual report.","order_by":null,"text":{"0":{"id":214557,"text":"Within six months from the date of qualification, a guardian appointed pursuant to § 64.2-2009 shall file an initial annual report reflecting the first four months of guardianship since qualification with the local department of social services for the jurisdiction where the incapacitated person then resides. After such initial annual report has been filed, the second and subsequent annual reports for each succeeding 12-month period shall be due within four months from the last day of the 12-month period covered by the previous annual report. The annual report shall be on a form prepared by the Office of the Executive Secretary of the Supreme Court and shall be accompanied by a filing fee of $5. To the extent practicable, the annual report shall be formatted in a manner to encourage standardized and detailed responses from guardians. The local department shall retain the fee in the jurisdiction where the fee is collected for use in the provision of services to adults in need of protection. Within 60 days of receipt of the annual report, the local department shall file a copy of the annual report with the clerk of the circuit court that appointed the guardian, to be placed with the court papers pertaining to the guardianship case. Twice each year the local department shall file with the clerk of the circuit court a list of all guardians who are more than 90 days delinquent in filing an annual report as required by this section. If the guardian is also a conservator, a settlement of accounts shall also be filed with the commissioner of accounts as provided in § 64.2-1305.","type":"section","prefixes":["A"],"prefix":"A","entire_prefix":"A","prefix_anchor":"A","level":1,"next_prefix":"B"},"1":{"id":214558,"text":"The annual report to the local department of social services shall include:","type":"section","prefixes":["B"],"prefix":"B","entire_prefix":"B","prefix_anchor":"B","level":1,"prior_prefix":"A","next_prefix":"B1"},"2":{"id":214559,"text":"A description of the current mental, physical, and social condition of the incapacitated person, including any change in diagnosis or assessment of any such condition of such incapacitated person by any medical provider since the last report;","type":"section","prefixes":["B","1"],"prefix":"1","entire_prefix":"B1","prefix_anchor":"B1","level":2,"prior_prefix":"B","next_prefix":"B2"},"3":{"id":214560,"text":"A description of the incapacitated person’s living arrangements during the reported period, including a specific assessment of the adequacy of such living arrangement;","type":"section","prefixes":["B","2"],"prefix":"2","entire_prefix":"B2","prefix_anchor":"B2","level":2,"prior_prefix":"B1","next_prefix":"B3"},"4":{"id":214561,"text":"The medical, educational, vocational, social, recreational, and any other professional services and activities provided to the incapacitated person and the guardian’s opinion as to the adequacy of the incapacitated person’s care. The information required by this subdivision shall include (i) the specific names of the medical providers that have treated the incapacitated person and a description of the frequency or number of times the incapacitated person was seen by such providers; (ii) the date and location of and reason for any hospitalization of such incapacitated person; and (iii) a description of the educational, vocational, social, and recreational activities in which such incapacitated person participated;","type":"section","prefixes":["B","3"],"prefix":"3","entire_prefix":"B3","prefix_anchor":"B3","level":2,"prior_prefix":"B2","next_prefix":"B4"},"5":{"id":214562,"text":"A statement of whether the guardian agrees with the current treatment or habilitation plan;","type":"section","prefixes":["B","4"],"prefix":"4","entire_prefix":"B4","prefix_anchor":"B4","level":2,"prior_prefix":"B3","next_prefix":"B5"},"6":{"id":214563,"text":"A statement of whether the incapacitated person has been an alleged victim in a report of abuse, neglect, or exploitation made pursuant to Article 2 (§ 63.2-1603 et seq.) of Chapter 16 of Title 63.2, to the extent known, and whether there are any other indications of abuse, neglect, or exploitation of such incapacitated person;","type":"section","prefixes":["B","5"],"prefix":"5","entire_prefix":"B5","prefix_anchor":"B5","level":2,"prior_prefix":"B4","next_prefix":"B6"},"7":{"id":214564,"text":"A recommendation as to the need for continued guardianship and any recommended changes in the scope of the guardianship;","type":"section","prefixes":["B","6"],"prefix":"6","entire_prefix":"B6","prefix_anchor":"B6","level":2,"prior_prefix":"B5","next_prefix":"B7"},"8":{"id":214565,"text":"The name of any persons whose access to communicate, visit, or interact with the incapacitated person has been restricted and the reasons for such restriction;","type":"section","prefixes":["B","7"],"prefix":"7","entire_prefix":"B7","prefix_anchor":"B7","level":2,"prior_prefix":"B6","next_prefix":"B8"},"9":{"id":214566,"text":"A self-assessment by the guardian as to whether he feels he is able to continue to carry out the powers and duties imposed upon him by § 64.2-2019 and as specified in the court’s order of appointment pursuant to § 64.2-2009;","type":"section","prefixes":["B","8"],"prefix":"8","entire_prefix":"B8","prefix_anchor":"B8","level":2,"prior_prefix":"B7","next_prefix":"B9"},"10":{"id":214567,"text":"A statement as to whether the guardian and any skilled professional retained by such guardian to perform guardianship duties on behalf of the guardian have completed the training required by subsection E1 of § 64.2-2019;","type":"section","prefixes":["B","9"],"prefix":"9","entire_prefix":"B9","prefix_anchor":"B9","level":2,"prior_prefix":"B8","next_prefix":"B10"},"11":{"id":214568,"text":"Unless the incapacitated person resides with the guardian, a statement of the frequency and nature of any (i) in-person visits from the guardian with the incapacitated person over the course of the previous year and (ii) visits over the course of the previous year from a designee who is directly supervised or contracted by the guardian, including the name of the designee performing such visit. If any visit described in this section is made virtually, the guardian shall include such information in the annual report;","type":"section","prefixes":["B","10"],"prefix":"10","entire_prefix":"B10","prefix_anchor":"B10","level":2,"prior_prefix":"B9","next_prefix":"B11"},"12":{"id":214569,"text":"If no visit is made within a 120-day period, the guardian shall describe any challenges or limitations in completing such visit;","type":"section","prefixes":["B","11"],"prefix":"11","entire_prefix":"B11","prefix_anchor":"B11","level":2,"prior_prefix":"B10","next_prefix":"B12"},"13":{"id":214570,"text":"A general description of the activities taken on by the guardian for the benefit of the incapacitated person during the past year;","type":"section","prefixes":["B","12"],"prefix":"12","entire_prefix":"B12","prefix_anchor":"B12","level":2,"prior_prefix":"B11","next_prefix":"B13"},"14":{"id":214571,"text":"Any other information deemed necessary by the Office of the Executive Secretary of the Supreme Court of Virginia or the Department for Aging and Rehabilitative Services to understand the condition, treatment, and well-being of the incapacitated person;","type":"section","prefixes":["B","13"],"prefix":"13","entire_prefix":"B13","prefix_anchor":"B13","level":2,"prior_prefix":"B12","next_prefix":"B14"},"15":{"id":214572,"text":"Any other information useful in the opinion of the guardian; and","type":"section","prefixes":["B","14"],"prefix":"14","entire_prefix":"B14","prefix_anchor":"B14","level":2,"prior_prefix":"B13","next_prefix":"B15"},"16":{"id":214573,"text":"The compensation requested and the reasonable and necessary expenses incurred by the guardian.\n\t\t\t\tThe guardian shall certify by signing under oath that the information contained in the annual report is true and correct to the best of his knowledge. If a guardian makes a false entry or statement in the annual report, he shall be subject to a civil penalty of not more than $600. Such penalty shall be collected by the attorney for the Commonwealth or the county or city attorney, and the proceeds shall be deposited into the general fund.","type":"section","prefixes":["B","15"],"prefix":"15","entire_prefix":"B15","prefix_anchor":"B15","level":2,"prior_prefix":"B14","next_prefix":"C"},"17":{"id":214574,"text":"If the local department of social services files notice that the annual report has not been timely filed in accordance with subsection A with the clerk of the circuit court, the court may issue a summons or rule to show cause why the guardian has failed to file such annual report.","type":"section","prefixes":["C"],"prefix":"C","entire_prefix":"C","prefix_anchor":"C","level":1,"prior_prefix":"B15"}},"ancestry":[{"id":13268,"edition_id":1,"name":"Powers, Duties, and Liabilities","identifier":"2","label":"article","depth":5,"order_by":1,"parent_id":13267,"metadata":{},"date_created":"2026-06-26 03:44:33","date_modified":"2026-06-26 03:44:33","permalink":{"id":275583,"object_type":"structure","relational_id":13268,"identifier":"2","token":"64.2\/IV\/D\/20\/2","url":"\/64.2\/IV\/D\/20\/2\/","edition_id":1,"permalink":0,"preferred":1}},{"id":13267,"edition_id":1,"name":"Guardianship and Conservatorship","identifier":"20","label":"chapter","depth":4,"order_by":1,"parent_id":13266,"metadata":{},"date_created":"2026-06-26 03:44:33","date_modified":"2026-06-26 03:44:33","permalink":{"id":275495,"object_type":"structure","relational_id":13267,"identifier":"20","token":"64.2\/IV\/D\/20","url":"\/64.2\/IV\/D\/20\/","edition_id":1,"permalink":0,"preferred":1}},{"id":13266,"edition_id":1,"name":"Guardianship of Incapacitated Persons","identifier":"D","label":"part","depth":3,"order_by":1,"parent_id":12905,"metadata":{},"date_created":"2026-06-26 03:44:33","date_modified":"2026-06-26 03:44:33","permalink":{"id":275493,"object_type":"structure","relational_id":13266,"identifier":"D","token":"64.2\/IV\/D","url":"\/64.2\/IV\/D\/","edition_id":1,"permalink":0,"preferred":1}},{"id":12905,"edition_id":1,"name":"Fiduciaries and Guardians","identifier":"IV","label":"subtitle","depth":2,"order_by":1,"parent_id":12723,"metadata":{},"date_created":"2026-06-26 03:44:00","date_modified":"2026-06-26 03:44:00","permalink":{"id":274813,"object_type":"structure","relational_id":12905,"identifier":"IV","token":"64.2\/IV","url":"\/64.2\/IV\/","edition_id":1,"permalink":0,"preferred":1}},{"id":12723,"edition_id":1,"name":"Wills, Trusts, and Fiduciaries","identifier":"64.2","label":"title","depth":1,"order_by":1,"parent_id":null,"metadata":{},"date_created":"2026-06-26 03:43:50","date_modified":"2026-06-26 03:43:50","permalink":{"id":272781,"object_type":"structure","relational_id":12723,"identifier":"64.2","token":"64.2","url":"\/64.2\/","edition_id":1,"permalink":0,"preferred":1}}],"structure_contents":[{"id":54266,"structure_id":13268,"section_number":"64.2-2019","catch_line":"Duties and powers of guardian","url":"\/64.2-2019\/","token":"64.2\/IV\/D\/20\/2\/64.2-2019","metadata":false},{"id":72769,"structure_id":13268,"section_number":"64.2-2019.1","catch_line":"Procedures to restrict communication, visitation, or interaction","url":"\/64.2-2019.1\/","token":"64.2\/IV\/D\/20\/2\/64.2-2019.1","metadata":false},{"id":58544,"structure_id":13268,"section_number":"64.2-2020","catch_line":"Annual reports by guardians","url":"\/64.2-2020\/","token":"64.2\/IV\/D\/20\/2\/64.2-2020","metadata":false},{"id":73684,"structure_id":13268,"section_number":"64.2-2021","catch_line":"General duties and liabilities of conservator","url":"\/64.2-2021\/","token":"64.2\/IV\/D\/20\/2\/64.2-2021","metadata":false},{"id":78923,"structure_id":13268,"section_number":"64.2-2022","catch_line":"Management powers and duties of conservator","url":"\/64.2-2022\/","token":"64.2\/IV\/D\/20\/2\/64.2-2022","metadata":false},{"id":70953,"structure_id":13268,"section_number":"64.2-2023","catch_line":"Estate planning","url":"\/64.2-2023\/","token":"64.2\/IV\/D\/20\/2\/64.2-2023","metadata":false},{"id":66626,"structure_id":13268,"section_number":"64.2-2024","catch_line":"Fiduciary to take possession of incapacitated person's estate; suits relative to estate; retaining estate for fiduciary's own debt","url":"\/64.2-2024\/","token":"64.2\/IV\/D\/20\/2\/64.2-2024","metadata":false},{"id":56021,"structure_id":13268,"section_number":"64.2-2025","catch_line":"Fiduciary to prosecute and defend actions involving incapacitated person","url":"\/64.2-2025\/","token":"64.2\/IV\/D\/20\/2\/64.2-2025","metadata":false},{"id":71551,"structure_id":13268,"section_number":"64.2-2026","catch_line":"Surrender of incapacitated person's estate","url":"\/64.2-2026\/","token":"64.2\/IV\/D\/20\/2\/64.2-2026","metadata":false},{"id":74870,"structure_id":13268,"section_number":"64.2-2027","catch_line":"Use of estate of incapacitated person in a state facility not limited by provisions relating to expenses","url":"\/64.2-2027\/","token":"64.2\/IV\/D\/20\/2\/64.2-2027","metadata":false},{"id":64942,"structure_id":13268,"section_number":"64.2-2028","catch_line":"Department of Behavioral Health and Developmental Services to be notified in certain cases","url":"\/64.2-2028\/","token":"64.2\/IV\/D\/20\/2\/64.2-2028","metadata":false},{"id":62174,"structure_id":13268,"section_number":"64.2-2029","catch_line":"Application to guardians and conservators appointed pursuant to \u00a7 64.2-2115","url":"\/64.2-2029\/","token":"64.2\/IV\/D\/20\/2\/64.2-2029","metadata":false}],"previous_section":{"id":72769,"structure_id":13268,"section_number":"64.2-2019.1","catch_line":"Procedures to restrict communication, visitation, or interaction","url":"\/64.2-2019.1\/","token":"64.2\/IV\/D\/20\/2\/64.2-2019.1","metadata":false},"next_section":{"id":73684,"structure_id":13268,"section_number":"64.2-2021","catch_line":"General duties and liabilities of conservator","url":"\/64.2-2021\/","token":"64.2\/IV\/D\/20\/2\/64.2-2021","metadata":false},"metadata":false,"official_url":"https:\/\/law.lis.virginia.gov\/vacode\/64.2-2020\/","history_text":"

This law was first created in 1997. The record of its establishment is cataloged in chapter 921<\/a> of that year\u2019s edition of \u201cActs of Assembly,\u201d the annual state publication listing all changes made to the Code of Virginia in that year. It has been modified 12 times. Those modifications are cataloged by \u201cThe Acts of Assembly,\u201d a state publication, by year and chapter. Those modifications that can be read on the General Assembly\u2019s website will be linked accordingly. Those modifications are as follows: in 1998, chapter 582<\/a>; in 2000, chapter 198<\/a>; in 2003, chapter 527<\/a>; in 2005, chapter 716<\/a>; in 2012, chapter 614<\/a>; in 2013, chapter 133<\/a>; in 2019, chapter 443<\/a>; in 2020, chapters 190<\/a> and 372<\/a>; in 2022, chapter 381<\/a>; in 2023, chapter 540<\/a>; in 2024, chapters 17<\/a>, 156<\/a>, and 587<\/a>; in 2025, chapter 148<\/a>.<\/p>","references":[{"id":65465,"section_number":"64.2-2000","catch_line":"Definitions","order_by":null,"url":"\/64.2-2000\/"},{"id":65289,"section_number":"64.2-2009","catch_line":"Court order of appointment; limited guardianships and conservatorships","order_by":null,"url":"\/64.2-2009\/"}],"refers_to":[{"id":61453,"section_number":"63.2-1603","catch_line":"Protection of adults; definitions","order_by":null,"url":"\/63.2-1603\/"},{"id":65289,"section_number":"64.2-2009","catch_line":"Court order of appointment; limited guardianships and conservatorships","order_by":null,"url":"\/64.2-2009\/"},{"id":54266,"section_number":"64.2-2019","catch_line":"Duties and powers of guardian","order_by":null,"url":"\/64.2-2019\/"}],"permalink":{"id":275593,"object_type":"law","relational_id":58544,"identifier":"64.2-2020","token":"64.2\/IV\/D\/20\/2\/64.2-2020","url":"\/64.2-2020\/","edition_id":1,"permalink":0,"preferred":1},"url":"\/64.2-2020\/","token":"64.2\/IV\/D\/20\/2\/64.2-2020","dublin_core":{"Title":"Annual reports by guardians","Type":"Text","Format":"text\/html","Identifier":"\u00a7 64.2-2020","Relation":"Code of Virginia"},"html":"\n\t\t\t\t\t\t

A.<\/span> Within six months from the date of qualification, a guardian<\/span> appointed pursuant to § 64.2-2009<\/a> shall file an initial annual report<\/span> reflecting the first four months of guardianship since qualification with the local department of social services for the jurisdiction<\/span> where the incapacitated person<\/span> then resides. After such initial annual report<\/span> has been filed, the second and subsequent annual reports<\/span> for each succeeding 12-month period shall be due within four months from the last day of the 12-month period covered by the previous annual report<\/span>. The annual report<\/span> shall be on a form prepared by the Office of the Executive Secretary of the Supreme Court<\/span> and shall be accompanied by a filing fee of $5. To the extent practicable, the annual report<\/span> shall be formatted in a manner to encourage standardized and detailed responses from guardians<\/span>. The local department shall retain the fee in the jurisdiction<\/span> where the fee is collected for use in the provision of services to adults in need of protection. Within 60 days of receipt of the annual report<\/span>, the local department shall file a copy of the annual report<\/span> with the clerk of the circuit<\/span> court<\/span> that appointed the guardian<\/span>, to be placed with the court<\/span> papers pertaining to the guardianship case. Twice each year the local department shall file with the clerk of the circuit<\/span> court<\/span> a list of all guardians<\/span> who are more than 90 days delinquent in filing an annual report<\/span> as required by this section. If the guardian<\/span> is also a conservator<\/span>, a settlement<\/span> of accounts shall also be filed with the commissioner of accounts as provided in § 64.2-1305<\/a>. <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

B.<\/span> The annual report<\/span> to the local department of social services shall include: <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

1.<\/span> A description of the current mental, physical, and social condition of the incapacitated person<\/span>, including any change in diagnosis or assessment of any such condition of such incapacitated person<\/span> by any medical provider since the last report; <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

2.<\/span> A description of the incapacitated person<\/span>’s living arrangements during the reported period, including a specific assessment of the adequacy of such living arrangement; <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

3.<\/span> The medical, educational, vocational, social, recreational, and any other professional services and activities provided to the incapacitated person<\/span> and the guardian<\/span>’s opinion<\/span> as to the adequacy of the incapacitated person<\/span>’s care. The information required by this subdivision shall include (i) the specific names of the medical providers that have treated the incapacitated person<\/span> and a description of the frequency or number of times the incapacitated person<\/span> was seen by such providers; (ii) the date and location of and reason for any hospitalization of such incapacitated person<\/span>; and (iii) a description of the educational, vocational, social, and recreational activities in which such incapacitated person<\/span> participated; <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

4.<\/span> A statement of whether the guardian<\/span> agrees with the current treatment or habilitation plan; <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

5.<\/span> A statement of whether the incapacitated person<\/span> has been an alleged victim in a report of abuse, neglect, or exploitation made pursuant to Article 2 (§ 63.2-1603<\/a> et seq.) of Chapter 16 of Title 63.2, to the extent known, and whether there are any other indications of abuse, neglect, or exploitation of such incapacitated person<\/span>; <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

6.<\/span> A recommendation as to the need for continued guardianship and any recommended changes in the scope of the guardianship; <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

7.<\/span> The name of any persons whose access to communicate, visit, or interact with the incapacitated person<\/span> has been restricted and the reasons for such restriction; <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

8.<\/span> A self-assessment by the guardian<\/span> as to whether he feels he is able to continue to carry out the powers and duties imposed upon him by § 64.2-2019<\/a> and as specified in the court<\/span>’s order<\/span> of appointment pursuant to § 64.2-2009<\/a>; <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

9.<\/span> A statement as to whether the guardian<\/span> and any skilled professional retained by such guardian<\/span> to perform guardianship duties on behalf of the guardian<\/span> have completed the training required by subsection E1 of § 64.2-2019<\/a>; <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

10.<\/span> Unless the incapacitated person<\/span> resides with the guardian<\/span>, a statement of the frequency and nature of any (i) in-person visits from the guardian<\/span> with the incapacitated person<\/span> over the course of the previous year and (ii) visits over the course of the previous year from a designee who is directly supervised or contracted by the guardian<\/span>, including the name of the designee performing such visit. If any visit described in this section is made virtually, the guardian<\/span> shall include such information in the annual report<\/span>; <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

11.<\/span> If no visit is made within a 120-day period, the guardian<\/span> shall describe any challenges or limitations in completing such visit; <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

12.<\/span> A general description of the activities taken on by the guardian<\/span> for the benefit of the incapacitated person<\/span> during the past year; <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

13.<\/span> Any other information deemed necessary by the Office of the Executive Secretary of the Supreme Court<\/span> of Virginia or the Department for Aging and Rehabilitative Services to understand the condition, treatment, and well-being of the incapacitated person<\/span>; <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

14.<\/span> Any other information useful in the opinion<\/span> of the guardian<\/span>; and <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

15.<\/span> The compensation requested and the reasonable and necessary expenses incurred by the guardian<\/span>.\n\t\t\t\tThe guardian<\/span> shall certify by signing under oath<\/span> that the information contained in the annual report<\/span> is true and correct to the best of his knowledge. If a guardian<\/span> makes a false entry or statement in the annual report<\/span>, he shall be subject to a civil penalty<\/span> of not more than $600. Such penalty<\/span> shall be collected by the attorney for the Commonwealth or the county or city attorney, and the proceeds shall be deposited into the general fund. <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

C.<\/span> If the local department of social services files notice that the annual report<\/span> has not been timely filed in accordance with subsection A with the clerk of the circuit<\/span> court<\/span>, the court<\/span> may issue<\/span> a summons<\/span> or rule to show cause why the guardian<\/span> has failed to file such annual report<\/span>. <\/i><\/a><\/p><\/section>","plain_text":" CODE OF VIRGINIA\n\nANNUAL REPORTS BY GUARDIANS (\u00a7 64.2-2020)\n\nA. Within six months from the date of qualification, a guardian appointed\npursuant to § 64.2-2009 shall file an initial annual report reflecting the\nfirst four months of guardianship since qualification with the local department\nof social services for the jurisdiction where the incapacitated person then\nresides. After such initial annual report has been filed, the second and\nsubsequent annual reports for each succeeding 12-month period shall be due\nwithin four months from the last day of the 12-month period covered by the\nprevious annual report. The annual report shall be on a form prepared by the\nOffice of the Executive Secretary of the Supreme Court and shall be accompanied\nby a filing fee of $5. To the extent practicable, the annual report shall be\nformatted in a manner to encourage standardized and detailed responses from\nguardians. The local department shall retain the fee in the jurisdiction where\nthe fee is collected for use in the provision of services to adults in need of\nprotection. Within 60 days of receipt of the annual report, the local department\nshall file a copy of the annual report with the clerk of the circuit court that\nappointed the guardian, to be placed with the court papers pertaining to the\nguardianship case. Twice each year the local department shall file with the\nclerk of the circuit court a list of all guardians who are more than 90 days\ndelinquent in filing an annual report as required by this section. If the\nguardian is also a conservator, a settlement of accounts shall also be filed\nwith the commissioner of accounts as provided in § 64.2-1305.\n\nB. The annual report to the local department of social services shall include:\n\n 1. A description of the current mental, physical, and social condition of the\n incapacitated person, including any change in diagnosis or assessment of any\n such condition of such incapacitated person by any medical provider since the\n last report;\n\n 2. A description of the incapacitated person’s living arrangements\n during the reported period, including a specific assessment of the adequacy of\n such living arrangement;\n\n 3. The medical, educational, vocational, social, recreational, and any other\n professional services and activities provided to the incapacitated person and\n the guardian’s opinion as to the adequacy of the incapacitated\n person’s care. The information required by this subdivision shall\n include (i) the specific names of the medical providers that have treated the\n incapacitated person and a description of the frequency or number of times the\n incapacitated person was seen by such providers; (ii) the date and location of\n and reason for any hospitalization of such incapacitated person; and (iii) a\n description of the educational, vocational, social, and recreational\n activities in which such incapacitated person participated;\n\n 4. A statement of whether the guardian agrees with the current treatment or\n habilitation plan;\n\n 5. A statement of whether the incapacitated person has been an alleged victim\n in a report of abuse, neglect, or exploitation made pursuant to Article 2\n (§ 63.2-1603 et seq.) of Chapter 16 of Title 63.2, to the extent known,\n and whether there are any other indications of abuse, neglect, or exploitation\n of such incapacitated person;\n\n 6. A recommendation as to the need for continued guardianship and any\n recommended changes in the scope of the guardianship;\n\n 7. The name of any persons whose access to communicate, visit, or interact\n with the incapacitated person has been restricted and the reasons for such\n restriction;\n\n 8. A self-assessment by the guardian as to whether he feels he is able to\n continue to carry out the powers and duties imposed upon him by §\n 64.2-2019 and as specified in the court’s order of appointment pursuant\n to § 64.2-2009;\n\n 9. A statement as to whether the guardian and any skilled professional\n retained by such guardian to perform guardianship duties on behalf of the\n guardian have completed the training required by subsection E1 of §\n 64.2-2019;\n\n 10. Unless the incapacitated person resides with the guardian, a statement of\n the frequency and nature of any (i) in-person visits from the guardian with\n the incapacitated person over the course of the previous year and (ii) visits\n over the course of the previous year from a designee who is directly\n supervised or contracted by the guardian, including the name of the designee\n performing such visit. If any visit described in this section is made\n virtually, the guardian shall include such information in the annual report;\n\n 11. If no visit is made within a 120-day period, the guardian shall describe\n any challenges or limitations in completing such visit;\n\n 12. A general description of the activities taken on by the guardian for the\n benefit of the incapacitated person during the past year;\n\n 13. Any other information deemed necessary by the Office of the Executive\n Secretary of the Supreme Court of Virginia or the Department for Aging and\n Rehabilitative Services to understand the condition, treatment, and well-being\n of the incapacitated person;\n\n 14. Any other information useful in the opinion of the guardian; and\n\n 15. The compensation requested and the reasonable and necessary expenses\n incurred by the guardian.\n \t\t\t\tThe guardian shall certify by signing under oath that the information\n contained in the annual report is true and correct to the best of his\n knowledge. If a guardian makes a false entry or statement in the annual\n report, he shall be subject to a civil penalty of not more than $600. Such\n penalty shall be collected by the attorney for the Commonwealth or the county\n or city attorney, and the proceeds shall be deposited into the general fund.\n\nC. If the local department of social services files notice that the annual\nreport has not been timely filed in accordance with subsection A with the clerk\nof the circuit court, the court may issue a summons or rule to show cause why\nthe guardian has failed to file such annual report.\n\nHISTORY: 1997, c. 921, \u00a7 37.1-137.2; 1998, c. 582; 2000, c. 198; 2003, c. 527;\n2005, c. 716, \u00a7 37.2-1021; 2012, c. 614; 2013, c. 133; 2019, c. 443; 2020, cc.\n190, 372; 2022, c. 381; 2023, c. 540; 2024, cc. 17, 156, 587; 2025, c. 148.","edition":{"id":1,"name":"2025","slug":"2025","date_created":"2026-06-21 22:39:22","date_modified":"2026-06-21 22:39:22","current":1,"order_by":1,"last_import":null}}