Montgomery County, IL · Montgomery County
Current Account (Disabled Adult)
Guardians use this account form to report a disabled adult’s income, expenditures, and cash balance to the Circuit Court during a stated period.
At a glance
- Issued by
- City of Montgomery County · Montgomery County, Montgomery County, Illinois
- Notarization
- Not required: file this form without a notary.
- Official source
- montgomerycountyil.gov
- Blank form
- Download the PDF
- Catalogued
- Machine-readable
- JSON record · about the forms index
What this form is
The guardian completes this report for a disabled adult’s guardianship case, accounting for money held at the start of a period, receipts, expenditures, and the ending balance. It asks for the reporting period, income sources, group-home and personal expenses, other itemized spending, and a reconciliation of the figures. The form also requires the guardian’s signature, address, and date, and a Representative Payee Report from Social Security must be attached.
Who needs it
A guardian completing an account of a disabled adult’s finances for a guardianship case in Montgomery County must fill in this report.
How to submit it
Submit the completed account to the Circuit Court of the Fourth Judicial Circuit in Montgomery County; the document lists no mailing address, email, portal, or fee.
About notarization
This account is signed and dated without a notary; the guardian certifies under penalties provided by law that the statements are true and correct.
How to submit this form
- 1
Download the Account
Download the Current Account (Disabled Adult) form.
- 2
Complete the Report
Enter the reporting period, starting balance, receipts, expenditures, ending balance, and reconciliation.
- 3
Gather the Attachment
Attach the Representative Payee Report from Social Security.
- 4
Submit to the Court
Submit the completed, signed, and dated account to the Circuit Court of the Fourth Judicial Circuit in Montgomery County.
Frequently asked questions
- What does the Current Account (Disabled Adult) report?
- It reports money held at the start of a period, receipts, expenditures, and the ending balance for a disabled adult’s guardianship case.
- What attachment does the form require?
- The form says a Representative Payee Report from Social Security must be attached.
- Do I need a notary for the Current Account (Disabled Adult)?
- No. The account is signed and dated without a notary. The guardian certifies under penalties provided by law that the statements are true and correct.
- How do I submit the Current Account (Disabled Adult)?
- Submit the completed account to the Circuit Court of the Fourth Judicial Circuit in Montgomery County. The form does not provide a mailing address, email, portal, or fee.
