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How to use or fill out guardian account with our platform
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Click ‘Get Form’ to open the guardian account in the editor.
Begin by filling in the Accounting Number, circling or entering 'First', 'Second', 'Third', or 'Final' as appropriate. Next, specify the Accounting Period by entering the Beginning and Ending Dates.
Provide your information as the Guardian, including your name, complete address, and phone number. If applicable, include details for a Co-Guardian.
Enter the Disabled Person’s Information, ensuring to include their name and date of birth. Specify their residence type and agency providing care if applicable.
Complete sections regarding financial management and burial arrangements for the disabled person. Provide any additional information that may be relevant to the court.
Review all entries for accuracy before signing. Ensure that any required supporting documents are attached as per guidelines.
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What is the difference between a custodial account and a Guardian account?
How to log in. Accessing your Guardian account is quick and easy. Simply go to guardianprotection.com and choose LOGIN at the top right corner. Then enter your credentials and click SIGN IN.
How do I login to my Guardian account?
The Rules and How It All Works The guardian handles the account but has no ownership of the account, meaning the money or property in the account. All guardianship accounts have a beneficiary or a ward, usually a child, elderly, or disabled individual.
What is a Guardian on an account?
A guardianship account is owned by the ward, but only the court-appointed guardian has access to the account to perform transactions and obtain account information. To open a guardianship account at the Credit Union, the ward must be eligible for membership.
Create a shortcut on your desktop to access the Guardian system. Follow the steps below if you have an issue copying and pasting the link into your web browser.
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