Interview Requirements for Guardian/Conservators and Authorized Representatives
Guardian/Conservators
The court names the Public Guardian as the “guardian” or conservator of persons. Conservatorship is established by the Court to protect the welfare and interests of persons determined to be incompetent to handle their own affairs. A person may be placed under the conservatorship of the PAGC if there is no one else available to accept that responsibility. Persons who are conserved are not legally responsible for their own affairs and are therefore unable to apply for GA on their own behalf.
- Only PONY correspondence is to be sent to:
- The Santa Clara County PAGC office
- 333 W. Julian St San Jose, Ca 95110
- Phone (408) 577-2500.
- The Santa Clara County PAGC office
- All U.S. mail for PAGC conserved clients must be sent to:
- P.O. Box 760, San Jose, CA 95106-0760.
All GA applications and cases for persons conserved by the PAGC’s office will be handled by the GA office.
Standard intake procedures and established eligibility criteria must be followed.
A conservator must ALWAYS accompany the client into the interview. They are empowered to act for the client and to complete and sign the Statement of Facts. If the client is conserved as to finance/estate, the interview MUST be conducted with the conservator and the conservator MUST complete and sign all GA forms.
A copy of the court appointment papers must be obtained and sent to Imaging.
The on-line form “Responsibilities of Public Guardian/Conservators or Applicant/Beneficiary Representative” (DHCS 7068) for persons applying for combined GA and Medi-Cal programs must be completed and signed by the Public Guardian/Conservator.
The “Eligibility Worker/Public Guardian Communications Form” (SCD 1294) is to be used by both the EW, Public Guardian and Conservators to communicate via e-mail regarding but is not limited to, requesting information or verifications and reporting changes (e.g., change of address, dismissal of conservatorship, death of client).
Refer to PAGC chapter.
Authorized Representatives
The EW must make a private, personal assessment of the client's ability to participate in the interview process. The individual must be capable of participating, understanding and complying with GA requirements.
The AR is NOT the legal representative for the client. Therefore, they CANNOT sign documents nor ACT for the client.
The AR may only assist the client. For instance, assistance may be required in obtaining verifications.
Related Topics
Employment/Termination of Employment
The Statement of Facts Requirement
Rights & Responsibilities Explanation
Immediate Need/Emergency Payments