Can this form be electronically signed?

Yes — most Acceptance of Appointment and Report forms can be executed electronically under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided the appointing authority does not require a handwritten signature.

When is notarization required?

Notarization depends on local rules and the type of appointment; some courts or instruments require a notarized acceptance or a RON session, so confirm the appointing order or local court clerk’s instructions.

Who is authorized to sign?

Only the appointed individual or an authorized representative with written delegation should sign. If an agent signs, attach proof of delegated authority to avoid disputes.

How do I correct an error after signing?

Do not alter an executed copy. Prepare and execute an amendment or corrected acceptance, or follow the appointing authority’s procedure for filing an errata or corrected document.

How long should I keep the executed form?

Retain the executed document for at least the active term plus federal minima: IRS-related records three years (IRC §6501(a)) and HIPAA records six years (45 CFR §164.530(j)).

How can acceptance be revoked or rescinded?

Revocation procedures depend on the appointing authority and the instrument; submit a written resignation or petition as required by the appointing body and follow any notice or handover rules.

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Acceptance of Appointment and Report

Acceptance of Appointment and Report

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ACCEPTANCE OF APPOINTMENT AND REPORT OF GUARDIAN AD LITEM

Approved, SCAO

JIS CODE: AGL

STATE OF MICHIGAN

PROBATE COURT

COUNTY

CIRCUIT COURT - FAMILY DIVISION

FILE NO.

In the matter of

1. I have been appointed by the court as guardian ad litem for Name

and I accept this appointment.

2. I report to the court as follows:

3. I recommend:

Date

Signature

Name (type or print)

Address

City, state, zip

Telephone no.

NOTE: See other side for partial duties of the guardian ad litem in conservatorship.

Do not write below this line - For court use only

PC 643 (9/07) ACCEPTANCE OF APPOINTMENT AND REPORT OF GUARDIAN AD LITEM

MCL 700.1403(d), MCL 700.5406,
MCR 5.121

NOTICE OF PARTIAL DUTIES OF GUARDIAN AD LITEM IN CONSERVATORSHIP:

A guardian ad litem appointed under MCL 700.5406 who meets with, examines, or evaluates an individual who is the subject of a petition in a protective proceeding shall do all of the following:

Consider whether there is an appropriate alternative to a conservatorship.
If a conservatorship is appropriate, consider the desirability of limiting the scope and duration of the conservator's authority.
Report to the court on the basis of the required considerations stated above.

Please note that these are not the only duties required of a guardian ad litem.

What the Acceptance of Appointment and Report Is

The Acceptance of Appointment and Report is a legal document in which an appointee formally accepts a named role (for example, guardian, executor, receiver, or agent) and provides an initial status report to the appointing authority. It records scope, effective date, contact details, and that the appointee has received any required documents or instructions. Courts, agencies, or contracting parties commonly require this form to create an official record of acceptance and to begin statutory or contractual duties tied to the appointment.

Why completing the Acceptance of Appointment and Report matters

Completing the Acceptance of Appointment and Report creates a dated record of acceptance, clarifies responsibilities, and starts any statutory or court-ordered timelines for performance.

Who typically completes this form and who receives it

Use this form whenever an appointing instrument, court order, or contract requires a formal acceptance and situational report to record the start of duties.

Appointees and designees who accept fiduciary roles and must document their acceptance and initial actions.
Attorneys, estate administrators, or corporate officers who file the document with a court or regulatory body.
Clerks, registrars, or contracting counter-parties who need official proof of authority and the appointee’s contact details.

Core components to include in a professional Acceptance of Appointment and Report

A complete document covers identity, authority, effective date, scope of authority, disclosures about conflicts, and an initial summary of actions taken or planned.

Appointee Identity

Full legal name and business name where applicable; match government ID to avoid later challenges.

Appointing Instrument

Reference the order or document creating the appointment (case number, date, and issuing authority).

Effective Date

The date the appointee’s duties commence; this controls statutory deadlines and the limits of authority.

Scope of Authority

Describe powers accepted (limited or full) and any restrictions or delegations the appointee will follow.

Initial Report

Concise summary of actions taken to date and immediate next steps or required filings.

Signatures

Signature block for the appointee, date, and space for witness or notary if required by law.

Step-by-step: completing and submitting the Acceptance of Appointment and Report

Follow these sequential steps to prepare, validate, and deliver the document to the appointing authority or recipient.

01

Gather Documents: Collect the appointing order, identification, and any related filings.
02

Complete Fields: Enter names, dates, and scope carefully using MM/DD/YYYY for dates.
03

Authenticate: Add required witness or notarization and confirm identity-proofing where needed.
04

Deliver Copy: File with the clerk or send to the appointing party per their routing requirements.

How to configure an online workflow for this document

Set up fields, signer order, and authentication to match the legal requirements of the appointing authority and recordkeeping policies.

Field	Configuration
Signers	Appointee first, then witness or court clerk if required
Authentication	Email+SMS or Knowledge-Based Authentication for higher assurance
Notary Integration	Enable RON fields or designate in-person notarization steps
Audit Trail	Capture timestamps, IP, and signer actions for evidentiary record

Where to file and how the signed document travels

Route the completed Acceptance of Appointment and Report to the appropriate recipient using the method required by the appointing authority.

Court Clerk Filing: Submit to the court clerk’s office per local filing rules, include case number.
Agency or Registrar: Send directly to the agency that issued the appointment if specified.
Counterparty Delivery: Provide executed copies to other named parties or custodians.
Electronic Archive: Store executed PDF and audit trail in a secure records system for retention.

Digital signing and authentication considerations

For documents requiring notarization, enable RON workflows or plan for in-person notarization and maintain the notarial record as required.

eSignature Type: Simple e-signature or PKI-based digital signature
Identity Proofing: Email+SMS, ID check or RON-compatible KBA
Audit Trail: Timestamp, IP, and signer metadata

Required information and essential fields

Appointee Name: Full legal name

Appointing Body: Court/agency/contract name

Effective Date: MM/DD/YYYY

Scope: Accepted authority details

Signature: Appointee signature and date

Notary/Witness: If required by jurisdiction

Common mistakes to avoid when preparing this form

Using nicknames or initials instead of full legal names, which can delay verification.
Omitting the appointing document reference or case number, causing filing rejection.
Failing to notarize or obtain required witnesses where the appointing authority requires them.
Submitting an undated acceptance, which creates ambiguity about the start of duties.

Risks of incorrect or late submissions

Processing Delay: Appointment authority may be delayed or denied

Liability Exposure: Potential civil claims for unauthorized acts

Administrative Rejection: Filing returned for correction

Loss of Authority: Court may impose limitations

Compliance Risk: Failing to meet statutory notice requirements

Record Gaps: Missing audit trail complicates disputes

Typical timing expectations and processing notes

Timing varies by appointing instrument and jurisdiction; confirm deadlines in the order, statute, or agency guidance before filing.

Upon Appointment:

Execute acceptance promptly after receipt of the appointment document

Initial Report Window:

Submit any required status report within the timeframe specified by the appointing authority

Notarization Timing:

Complete notarization at signing or follow the RON session protocol

Filing Confirmation:

Obtain and retain filing or delivery receipts

Follow-Up Actions:

Adhere to any mandated inventories, bond filings, or notices

eSignature vendor comparison for executing this document

Platform features and pricing vary by plan; the table lists starting prices and common feature availability with signNow shown first.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	Yes, 7-day trial	Yes	Yes	Yes	Yes
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently asked questions about Acceptance of Appointment and Report

Answers to common questions about e-signing, notarization, signatures, corrections, retention, and revocation for this document.

Need help? Contact support

Can this form be electronically signed?
Yes — most Acceptance of Appointment and Report forms can be executed electronically under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided the appointing authority does not require a handwritten signature.
When is notarization required?
Notarization depends on local rules and the type of appointment; some courts or instruments require a notarized acceptance or a RON session, so confirm the appointing order or local court clerk’s instructions.
Who is authorized to sign?
Only the appointed individual or an authorized representative with written delegation should sign. If an agent signs, attach proof of delegated authority to avoid disputes.
How do I correct an error after signing?
Do not alter an executed copy. Prepare and execute an amendment or corrected acceptance, or follow the appointing authority’s procedure for filing an errata or corrected document.
How long should I keep the executed form?
Retain the executed document for at least the active term plus federal minima: IRS-related records three years (IRC §6501(a)) and HIPAA records six years (45 CFR §164.530(j)).
How can acceptance be revoked or rescinded?
Revocation procedures depend on the appointing authority and the instrument; submit a written resignation or petition as required by the appointing body and follow any notice or handover rules.

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