Montgomery County, IL · Montgomery County

No notary required

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. 1

    Download the Account

    Download the Current Account (Disabled Adult) form.

  2. 2

    Complete the Report

    Enter the reporting period, starting balance, receipts, expenditures, ending balance, and reconciliation.

  3. 3

    Gather the Attachment

    Attach the Representative Payee Report from Social Security.

  4. 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.

Need something notarized?

This Current Account (Disabled Adult) doesn’t need a notary, but Illinois residents can notarize other documents online with a commissioned online notary.