Virginia Guardianship Forms: Every Form You Need to File a Petition

Why Virginia Guardianship Forms Are Confusing

Virginia does not provide a single, standardized petition form to initiate a guardianship case. Unlike states that give you a fill-in-the-blank petition, Virginia expects the petitioner to draft their own legal pleading for the circuit court. The Supreme Court of Virginia does, however, publish a set of mandatory supplemental forms that must accompany the petition and be filed throughout the life of the guardianship.

Here is every form you will encounter, what it does, and where to find it.

Forms Required at Filing

The Petition Itself — There is no official form number. The petitioner drafts a legal document meeting the requirements of Va. Code § 64.2-2002, including the respondent's name and address, a description of the alleged incapacity, the names and addresses of all immediate adult relatives, and a statement of what authority is being requested. Most families hire an attorney to draft this, though some circuit courts accept self-prepared petitions.

CC-1641 — Addendum for Financial Information (Confidential) — Filed under seal. Lists the respondent's income, assets, debts, and financial obligations. This information is kept separate from the public record to protect the respondent's privacy. Required under Va. Code § 64.2-2000.1.

CC-1642 — Addendum to Petition for Appointment (Under Seal) — Contains sensitive personal identifiers, including the Social Security number, that cannot appear in the public petition. Also filed under seal.

CC-1643 — Certification of Proposed Guardian — The person seeking appointment as guardian signs this form, certifying their qualifications and disclosing any conflicts of interest.

CC-1414 — Application for Proceeding in Civil Case Without Payment of Fees or Costs — The fee waiver request. If you cannot afford the filing fees, submit this form with documentation of your financial situation. The court may waive the $20 base filing fee and potentially the Sheriff's service fee.

Forms Required During the Case

Medical Evaluation Report — No standard form number, but the evaluation must meet the requirements of Va. Code § 64.2-2005. A licensed physician, clinical psychologist, or other qualified professional examines the respondent and writes a report addressing their physical and mental condition, functional limitations, and capacity for decision-making. The evaluation must occur no more than six months before the hearing date and is filed in a confidential addendum under seal.

Forms Required After Appointment

CC-1644 — Report of Guardian for an Incapacitated Person — The most frequently used guardianship form. Filed initially within six months of qualification (covering the first four months), then annually with the local Department of Social Services. The report covers the ward's physical and mental health, living situation, social activities, and any changes in condition. A $5.00 filing fee accompanies each report. The form was updated on July 1, 2025 to include mandatory guardian training acknowledgment.

CC-1645 — Notice of Restriction by Guardian — Required whenever the guardian imposes a restriction on the ward's communication, visitation, or interaction with other individuals. Under Va. Code § 64.2-2019.1, the guardian must file this notice with the court and provide a copy to the ward.

CC-1646 — Petition for Review Hearing — Used to request modification, termination, or restoration of rights under the guardianship. Any interested party can file this form. Importantly, the ward themselves does not need to use this formal form — Virginia law allows them to send an informal written communication (even a handwritten letter) directly to the court to initiate a review.

CC-1671 — Inventory for Incapacitated Adult — Conservators must file this detailed financial inventory within four months of qualification. It lists all personal property, real estate, and projected income under the conservator's control. Filed with the local Commissioner of Accounts.

CC-1682 — Account for Incapacitated Adult — The annual financial accounting filed by conservators with the Commissioner of Accounts. Documents every dollar of income and expenditure, supported by bank statements and receipts. Due within six months of the end of each accounting period.

Where to Download These Forms

All CC-numbered forms are available free from the Virginia Judicial System website at vacourts.gov under Circuit Court Fiduciary Forms. The forms are PDF-fillable and updated periodically by the Office of the Executive Secretary of the Supreme Court of Virginia.

Your local circuit court clerk's office can also provide physical copies, though clerks are legally prohibited from giving you legal advice about which forms to file or how to complete them.

The Bottom Line on Filing Without a Lawyer

Filing a guardianship petition in Virginia without an attorney is technically possible but practically difficult because of the self-drafted petition requirement. The supplemental forms (CC-1641 through CC-1643) are standardized and manageable. The petition itself is the hard part — it must meet specific statutory requirements and local court rules vary.

The Virginia Adult Guardianship & Alternatives Guide includes petition drafting guidance, completed sample archetypes for every form, and a step-by-step walkthrough of the filing sequence at the circuit court clerk's office.

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