Any citizen who has taken a child as a ward is required to periodically draw up a guardian’s report: in 2019, the sample for filling out this document has changed very slightly compared to the previous two years. The guardian's report gives the guardianship authorities the opportunity to monitor whether the citizen really approaches the fulfillment of his duties responsibly or spends the money allocated for the child on needs to which the child has nothing to do. Trustees, as a rule, speak negatively about the fact that the rules for filling out and submitting such documents are constantly becoming stricter, however, they must remember that guardianship is voluntary. One can tolerate paperwork in the name of justice.

Compilation rules

The preparation of the report is regulated by Art. 25 Federal Law “On guardianship and trusteeship”. According to the law, the document must include the following data:

• Start and end dates of the reporting period.
• Full name, residential address and contact telephone number of the compiler, as well as full name and year of birth of the ward.
• The reason for establishing guardianship (for example, due to the death of the baby’s parents), as well as the date of establishment.
• Detailed information about the expenses and income of the ward (this is the most important!).
• Information about the property belonging to the person under guardianship. If we are talking about real estate, you need details of the certificate of ownership. If the compiler uses a car owned by the ward, it is important to indicate the make and place of registration of the vehicle. If the child owns shares and other securities, this should also be mentioned.
• Bank account number for transferring money.
• Information about the health of the ward.
• Subjective assessment of the relationship with the baby.
• Date and signature of the originator (that is, the person engaged in guardianship).

Also, when creating a document, you need to adhere to some general rules:

• The report is drawn up in the name of the head of the territorial branch of the guardianship authorities.
• All expenses are documented. The question of whether it is necessary to collect checks for the guardian’s report is absurd - no one will take your word for it. However, since 2014, guardians have been given relaxations: firstly, Art. 25 Federal Law No. 48 established that it was possible to submit not the checks themselves, but their copies; secondly, guardians were freed from the need to take into account the costs of clothes, shoes of their wards, personal hygiene products and other small expenses. Legislators rightly considered that such meticulous accounting was too complicated. Small expenses are now confirmed by the guardian’s receipt for the report, which has a free form.

Please note: the guardian himself has the right to spend funds provided by the state only within the subsistence level.

• Corrections and strikethroughs are excluded.
• All columns must be filled in, at least with the word “no” - this eliminates the possibility that something will be added to them by a third party.
• All monetary amounts are indicated in the unit of measurement “t.r.”, that is, thousands of rubles. Let's say you need to write not 20 thousand 536 rubles and not 20536 rubles, but 20.536 thousand rubles.
• If the ward receives income in foreign currency (for example, from owning shares in transnational companies), the document preparer must independently convert it at the Central Bank exchange rate as of December 31 of the reporting year.

MINISTRY OF LABOR AND SOCIAL PROTECTION OF THE RUSSIAN FEDERATION

[On clarification of some of the questions regarding reports of guardians of adult incapacitated or not fully capable citizens, in connection with changes in legislation in 2016]

The Ministry of Labor and Social Protection of the Russian Federation analyzed the most frequently encountered questions about the application of the provisions of the Government of the Russian Federation of November 19, 2016 N 1221 "On amendments to the Government of the Russian Federation of November 17, 2010 N 927" (hereinafter referred to as Resolution N 1221).

An analysis of the information showed that the most common questions are the extension of Resolution No. 1221 to the reports of guardians of adult incapacitated or not fully capable citizens on the storage, use and management of the ward’s property, provided by guardians to the guardianship and trusteeship authorities, for 2016 (hereinafter referred to as guardian reports , guardianship authorities), what expenses included in the guardianship report are understood as “other expenses”, about the abolition of the need for parents to submit reports to the guardianship authorities.

On the issue of extending the effect of Resolution No. 1221 to the reports of guardians for 2016, it is reported. This resolution came into force on December 1, 2016 and, accordingly, its effect extends to legal relations related to the provision of reports of guardians, starting with reports for 2016.

On the issue of abolition for parents who are guardians of their adult incapacitated children, the need to provide guardian reports is reported.

The obligation of guardians to provide reports to the guardianship authorities is established by the provisions of the Civil Code of the Russian Federation and Federal Law No. 48-FZ of April 24, 2008 “On Guardianship and Trusteeship” (hereinafter referred to as Federal Law No. 48-FZ).

In accordance with the requirements of Article 25 of Federal Law No. 48-FZ, the guardian annually, no later than February 1 of the current year, submits to the guardianship and trusteeship authority a written report for the previous year on the storage, use of the ward’s property and on the management of the ward’s property. The report of the guardian or trustee must contain information about the condition of the property and the place of its storage, the acquisition of property to replace alienated property, income received from the management of the ward’s property, and expenses incurred from the ward’s property.

Taking into account the above, the implementation of the specified provision of Federal Law No. 48-FZ is carried out in order to protect the rights of adult incompetent or partially incompetent citizens.

At the same time, Resolution No. 1221 eliminates the need to provide monthly data on the amount of income of adult incapacitated or partially incompetent citizens, which simplifies the preparation of annual reports for guardians.

In addition, in the appeals there are questions about the difficulties in providing guardians with certificates confirming the amount of pensions, benefits and other payments of incapacitated adults. On this issue, we inform you that in relation to guardians who are parents, grandparents, brothers, sisters, children and grandchildren, Resolution No. 1221 eliminates the need to provide information on the amount of pensions, benefits and other payments of adult wards. Thus, the provision of these certificates is not required.

On the issue of expenses included in the category of “other expenses”, in the reports provided by the guardians, it is reported that this type of expense was provided for in the reports of the guardians before the adoption of Resolution N 1221. In connection with this, the specified resolution did not change the approaches to reporting in this part. In the category “other expenses” information is provided on expenses incurred at the expense of the ward’s funds for food, basic necessities and other small household needs.

In addition, requests are received from guardians who cannot leave their wards alone at home due to their health status to submit reports to the guardianship authority. In this regard, we ask you to consider the possibility of providing assistance to such guardians in submitting reports to the guardianship authority.

Along with this, it is worth noting that the current regulatory legal regulation of guardianship issues in relation to adult incapacitated citizens does not contain provisions limiting the method of submitting reports to the guardianship authority. Thus, guardians can submit reports to the guardianship authorities both in person and by mail.

In connection with incoming requests, we ask you to organize work to inform guardians about changes in the legal regulation in the field of guardianship and trusteeship in relation to adult incompetent or not fully capable citizens, including the procedure for drawing up and submitting reports to the guardianship authorities.

At the same time, please note that the answers to the above questions are the opinion of employees of the Russian Ministry of Labor and are not of a normative legal nature.

First Deputy Minister
labor and social protection
Russian Federation
A.V.Vovchenko

Electronic document text
prepared by Kodeks JSC and verified against:
official website of the Russian Ministry of Labor
www.rosmintrud.ru
as of 01/23/2017

Hooray!!! The guardians' dream has come true! In this year's report (in Russia), we do not need to attach checks, receipts or other monetary supporting documents. The report itself has been simplified. There are no expense items for food, clothing, medicine, housing and communal services - for all this trifle.

You only need to report on expenses for treatment, renovation of the ward’s living quarters and large purchases - exceeding twice the subsistence level (in our region - over 15 thousand rubles). Income must be shown, as well as the presence and use of the child’s property.

Below I have posted a sample of filling in a new way. It differs from the old one only in expense items. The rest is the same as before. I have posted the new forms below (5 pages in total).

The following documents must be attached to the report of this year, 2014:

1. certificate that there is no debt on housing and communal services for the apartment inwhere the ward lives;

2. bank statements from the ward’s accounts, including the governor’s (in our region

at birth they write out - there are 1000 rubles. plus 500 rubles accumulated in 7 years. percent), –

statements for the year;

3. for these statements, copies of agreements with banks;

4. Certificate from the child’s place of study - once a year is enough.

The report can be submitted as early as December, since there is no need to collect receipts.

Guardianship departments ask that you notify them of all changes: moves, changes in family composition, etc. – within 3 days! When the ward turns 14, he immediately receives a passport - otherwise, a fine will be imposed by government agencies. And a copy of the passport should be brought to the Guardianship Department.

In our region, a ward is now put on a waiting list for improved housing or housing upon reaching the age of 14, if he has less than 13.5 square meters of housing or there is none.

Sample of filling out the Guardian's Report for 2014 (as required in our region)

- this is a link to download all 5 Report forms

Below is an article I wrote earlier, a couple of years ago. Something I dreamed about then came true. I hope everything else comes true!

The guardian's report should be filled out with information for the year and submitted to the Guardianship Authorities in January of the following reporting year. The forms are given to me by the Guardianship Department. In case I mess up the form, I make a copy in reserve. But the Guardianship Department can issue the form a second time.

I provide here a sample of filling out a report, as I do it. They accept such a report from me. You may have other requirements... And you will most likely have other income, and, of course, other expenses. (I apologize to Voronezh residents, I took your city as a model.)

The city Social Services transfers a social pension for the loss of a breadwinner to my child’s personal account every month. As a guardian, I do not manage this money. They save up on the child’s book, and I just keep track of the account. In this regard, I see a flaw in the “Report” form: there is paragraph 6 “Information on the income of the ward,” where accruals are calculated, but there is no point where the funds received by the guardian are calculated. These are two different amounts.

Regarding some subparagraphs of paragraph 8, I can say the following. In our city, the Guardianship Department requires for food products, clause 8.1., to report in the amount of 3,000 rubles. per month. But I always write more because more is spent. I keep track of my expenses and don’t make anything up.

Our city's Department of Guardianship does not require receipts for food products.

In other points it is necessary to give the average consumption per month. Well, it’s clear that you first need to calculate the entire expense, and then divide it by 12 months. I divide housing and communal services by the number of people living in the apartment and determine how much per person, i.e. on the person under guardianship. The same goes for phone expenses.

For a whole year I have been saving up checks and receipts to pay for the expenses of maintaining the child. I also make copies of receipts because by the end of the year they fade. Where possible, I calculate expenses using these receipts and checks, and where it is impossible, I write a receipt in free form. I also showed samples here. I glue receipts and receipts and file them with the report.

The Guardianship Department requires you to write a report only on money received, i.e. received 60 thousand rubles in a year. benefits and expenses should be equal to 60 thousand. In this case, it turns out that I will put the expense in only one line - food - all this money goes to her food. And it will turn out that I don’t buy her clothes, medicine, etc.! I find this wrong and calculate ALL expenses, and at the end of the report I calculate how much money I actually needed to support the child in the past year. The Guardianship Department once tried not to accept my report, but I said that I would not write the report any other way. Accepted and accepted. The fact is that I am a pensioner, I don’t have enough money, and the benefits have not been indexed for several years now. I want to at least show that it’s time to increase the benefit (and I’m also “bombarding” financial and other authorities with letters and statements on this matter).

Ask what is not clear. The answer will appear within a day or two. You don't need to register with me!

Hello, you write that you do not have the right to dispose of a survivor’s pension. I have other information. On December 1, 2011, amendments were made to Article 37 of the Civil Code of the Russian Federation according to which, “The income of the ward, including the amount of alimony, pensions, benefits and other social payments provided for his maintenance, as well as income due to the ward from management his property, with the exception of income that the ward has the right to dispose of independently, is spent by the guardian or trustee exclusively in the interests of the ward and with the prior permission of the guardianship and trusteeship authority. Without the prior permission of the guardianship and trusteeship authority, the guardian or trustee has the right to spend monthly money on the maintenance of the ward within the limits of the minimum subsistence level per capita established in accordance with the law for the entire Russian Federation.” Last year, the cost of living was 6643.00. You have every right to withdraw this amount from the account, the guardianship authorities are silent about this information, Sberbank refuses to issue money on the basis of internal orders, according to which, without the permission of the guardianship, they do not even give an account statement, not to mention the money, but I wrote a claim to the head office about the violation of my rights as a guardian, in the answer they gave me all the explanations, in great detail, Sberbank is not a separate entity or a state, they are obliged to obey the law, and their internal orders and agreement with the guardianship authorities contradict the Civil Code of the Russian Federation. Now, with this paper and naturally without permission from guardianship, I withdraw a monthly amount within the subsistence level. If you are interested, I can tell you how to proceed, write by email.

PS. If you liked the article, be so kind as to share using the buttons with Odnoklassniki, VKontakte, Facebook, Twitter...

We remind you that every month specialists from the Regional Center for Support of Foster Families of the Moscow State Educational Institution conduct webinars to improve the parental competence of foster parents. A series of monthly wedinars on current topics is planned to be held with the involvement of non-profit organizations, charitable foundations, associations and other experts.

You can watch webinars online or recorded.

The announcement and link to the webinar will be posted on our website a week before it takes place. The recording at the end of the webinar will be available on the usinovite-mo website in the “News” section.

You need to confirm your participation in the webinar by sending an email to the Department of Guardianship and Trusteeship of the Ministry of Education of the Moscow Region for the Podolsk City District. This email address is being protected from spambots. You must have JavaScript enabled to view it.

a copy of the certificate of participation in the webinar (in case of online participation) or a personally completed receipt (in case of viewing the webinar in a recording).

Please note that the coverage of substitute parents with webinars and trainings at the end of 2018 should be 100%.

You will find the receipt form in the attached file.

Dear foster parents!

You can download a form for a guardian’s (trustee’s) report on the fulfillment of duties to protect the rights and legitimate interests of a child(ren) being raised in a family here.

Dear guardians, trustees and adoptive parents!

You can download the form for the Guardian or Trustee's Report on the storage, use of the property of a minor ward and on the management of such property here. Do not forget to attach copies of passbooks or statements of personal accounts to the report indicating the funds received over the past year (alimony, pensions, etc.). You can check the amounts of child support benefits paid to you over the past year from the management specialists supervising you.

Every citizen who has formalized obligations for child custody must periodically submit an annual report to the appropriate authorities.

If we compare previous changes to the accepted form of the document, no special adjustments were made for 2017. Regular reporting allows the guardianship authorities to determine whether a citizen who has undertaken to take care of children fulfills all the necessary responsibilities, whether he spends the allocated funds on the immediate needs of the child or spends them on something else.

For the most part, trustees provide very negative feedback regarding the established rules for providing such documentation. However, they need to understand that such a matter as guardianship of children or disabled citizens is carried out exclusively on a voluntary basis. Still, the problems with paperwork are not that serious. Dear readers! The article talks about typical ways to resolve legal issues, but each case is individual. If you want to know how solve exactly your problem

— contact a consultant:

Legislative regulation of the issue legal provisions, in accordance with which guardianship issues are regulated in the Russian Federation, are:

Regarding controversial issues that arise in the process of establishing, fulfilling obligations and completing the guardianship process, the guardianship authorities must issue relevant acts, which can be challenged if certain objections arise.

What is this document

The guardian's report is a document confirming the work performed regarding guardianship. IN list of responsibilities Each person exercising guardianship in relation to someone else is subject to fairly strict reporting to the current guardianship authorities.

If the guardian during the reporting period carried out any real transactions with material assets, which the person under his care actually owns, the report must indicate the property sold or purchased and provide the relevant government authorities with a description of what the allocated funds were actually spent on.

Also required for the report must be attached all sales receipts, documents confirming the payment of tax contributions, insurance of material assets and other certificates related to the saving, operation and management of children's belongings. Also, the documentation may not be accompanied by full original documents, but only scanned copies of them.

Often, guardianship authorities require reporting indicate the amount of funds, which were spent on renovating the children's room. In this way, the state can make sure that the money was spent to improve the living conditions of the ward. If the necessary documents are missing, the trustee is obliged to provide the guardianship authorities with an appropriate receipt explaining the specific direction of the funds spent.

Filling rules

The form of the completed report when providing guardianship to a disabled citizen has significant differences from the document provided in a situation where the wards are minor children.

This form is approved by the relevant resolution No. 927 and is different certain characteristics:

1. Information on all types of income received is not provided in aggregate for the year, but with a mandatory breakdown by individual months;
2. It is necessary to provide detailed reporting not only for any major purchases, but also after the purchase of medicines, personal care products, food and other essential items.

Providing annual reporting documents is one of the most important responsibilities of every guardian. If, during an inspection, authorized employees determine that the trusted guardian has mishandled the material assets of the ward, compensation for the losses caused to the state may be compulsorily compensated by issuing an appropriate ruling in court.

What is a receipt for a report?

In most situations report receipt is drawn up to indicate the actions taken by the trustee aimed at improving living conditions or purchasing basic necessities for the ward.

Such a receipt will not be considered legally valid in a situation where the document is not supported by the signatures of at least two witnesses. Signatures must act as confirmation of information regarding the direction of the funds spent. In addition to signatures, such a receipt must indicate information about witnesses, their full names, etc. You will also need to provide their passport details.

The receipt form must indicate everything on which the funds allocated by the state for the maintenance of citizens were spent. The contents of the note are stated on a blank sheet of paper, with the title of the document indicated at the top.

In the middle of the sheet it is indicated basic information:

1. Information about the specific recipient of funds;
2. Information about witnesses;
3. Next, you need to indicate what exactly the receipt is being drawn up for.
4. The obligations that the guardian undertakes after receiving material assets from the state must be indicated.

After reading the information presented in this article, no one will have any questions regarding what the guardian reporting procedure is.

Issues of guardianship over incapacitated citizens are discussed in the following video:

Still have questions? Find out how to solve exactly your problem - call right now:

Types and rules for obtaining benefits and benefits for guardians of disabled people of group 2

State assistance and benefits for guardians of disabled people of the first group

Who belongs to children left without parental care? State protection of these citizens

Peculiarities of obtaining guardianship of a child with living parents

2 comments

How to prepare a monthly report to the guardianship? How much money should be spent on food. How to write off money if you buy food for the whole family? And if you buy from a private owner?

Hello Natalya, when purchasing goods from a private person, you can enter into a purchase and sale agreement in accordance with Art. 454 of the Civil Code of the Russian Federation and provide a copy of the agreement to the guardianship authorities, keep in mind that the seller must have a license and other permits.

Each case of drawing up a report is purely individual; please contact the legal department of the guardianship authorities for help.

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