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See more details on Guardianship - Surrogate's forms

The New York State Unified Court System's Surrogate's Court Guardianship Forms page provides fillable forms covering several types of guardianship proceedings, including:

  • Appointment of a guardian of the person only
  • Appointment of a guardian of property
  • Appointment of a guardian under SCPA Article 17-A for intellectually or developmentally disabled persons (with a DIY option)
  • Standby guardianship under SCPA Article 1757
  • Standby guardianship under SCPA 1726(3)

Supporting forms cover ongoing administration, including:

  • Annual accounts for bonded guardians
  • Annual accounts for non-bonded guardians
  • Petitions and orders for withdrawal of an infant's property
  • Petitions to close guardianship accounts
  • Release Settling Accounts form
  • Decrees appointing guardians

The page also includes:

  • An OCFS Request for Information form
  • Five procedural checklists to guide users through each type of proceeding

Most forms are available in PDF, Word, and WordPerfect formats.

Sorting by Form Title (ascending)
17-A Guardianship Checklist Standby Appointment/Confirmation (for CSMD-1)
17-A Guardianship Proceeding Checklist of Intellectually Disabled / Developmentally Disabled Person (for GMD-1)
Annual Account of Bonded Guardian G-7B
Annual Account of Non-Bonded Guardian G-7A
Decrees Appointing Guardian G-6A, G-6B, G-12A, G-12B
Designation of Standby Guardian [SCPA 1726(3)] SG-10
Guardianship Proceeding Checklist - Person and/or Property (for G-2-B)
Guardianship Proceeding Checklist - Person Only (for G-2A)
Order for Withdrawal of Infant’s Property for Support and Education [G-9]
Petition for Appointment of Guardian (Property) [G-2B, G-1, G-5, G-3, G-4]
Petition for Appointment of Guardian (SCPA Article 17-A) [GMD-1, GMD-1A, GMD-2A, GMD-2B, GMD-3, GMD-4, GMD-8, GMD-7]
Petition for Appointment of Guardian of Person Only [G-2A, G-1, G-5, G-3, G-4]
Petition for Appointment/Confirmation of Standby Guardian (SCPA Article 1757) [CSMD-1, CSMD-2, CSMD-3,CSMD-4, CSMD-5, CSMD-6]
Petition for Standby Guardianship [SCPA 1726(3)] [SG-1, SG-3, SG-5, SG-7, SG-9]
Petition for Withdrawal of Infant’s Property for Support and Education [G-8]
Petition to Close Guardianship Account (Former Infant) [G-10A]
Petition to Close Guardianship Account (Guardian) [G-10B]
Release Settling Accounts
Request for Information Guardianship [OCFS-3909]
Standby Guardianship Proceeding Checklist Person and/or Property (for SG-1)