Go to the “Review and Submit” tab, click on “Print.” The print preview will open. Scroll to the end of the report. There, all transactions are organized by category.
- Enabling an “auto complete,” “auto fill” or similar feature in your browser will offer matching entries to expedite entry of transactions that are entered on a regular basis. This feature may not work well on the login page.
- Entering transactions monthly or at other regular intervals throughout the year will make the job more manageable.
- Work only from your financial statements (not check registers) and compare your balances frequently.
- Stop, identify and correct any mistake as soon as your report does not agree with your financial statement.
If the person subject to conservatorship has household goods that individually have a value of less than $500 but combined equal or exceed $500, use the combined household goods category in personal property and enter the items together. Other “like” items may be similarly grouped to total $500 or more, for example, antiques, jewelry, collections. If the assets combined are not worth at least $500, do not include them on your report.
Using auto fill or auto complete features on the login page can cause error messages and may not be recognized by the program. Retype the required information in the field(s).
Payments made from conservatorship assets must be reported as a “transfer” from the account where the funds came from to the debt account. From the Income and Expenses tab, go to the account the payment was made
from, enter a “transfer” transaction to the debt account. See further details in the
user manual.
Payments made to debts from an outside source should be entered as an income transaction directly to the debt account.
A question in the submit sequence will ask if your report is a final account. A “yes” response to this question will put the “Final” label on the account and allow you to indicate why it is a final account.
Account numbers are masked within the program and do not appear on any reports filed with the court, thus the Rule 11 forms are not required unless you are filing other documentation containing this information with the court. Do NOT enter account numbers in any other fields in MMC. Statements that are uploaded as supporting documents in MMC are NOT filed with the court. They stay within MMC for review purposes only.
Disable the old agent by unchecking the box “Enable designated agent.” Allow the new agent to connect by re-enabling the designated agent feature. You do not need to wait between these steps.
You can only use ‘Miscellaneous Expense’ 12 times per annual report. Review your transactions and pick the most appropriate alternate category from the drop down.
You are still in the Inventory report in MMC. Enter all beginning assets and submit the inventory and then you will be able to proceed with the annual accounting which provides the Income and Expenses tab.
From the Income and Expenses tab, go to (click on) the account the money was transferred
from and click on the 'Add Transaction' button. Enter a “transfer” transaction to the ‘transfer to” account. See further details in the
user manual. You cannot make transfers from debt accounts.
You cannot edit transfers, you must delete and start over.
The bond question appears on each report during the submit process. If your bond information is not showing correctly, enter the correct information each time you submit a report. The court will need to change the information in the court case management system for the information to automatically show on your report. Until the court makes that change, you will need to make the addition on your account. You may follow up directly with your court if you do not see that change being made.
This report is not a part of the MMC program. To file electronically, use the
MyMNGuardian (MMG) program.
This can usually be resolved within your print preview dialog box by selecting “Shrink to Fit” and/or “Shrink Oversized Pages” or similar options. For other options, consult your printer manual or help feature. The browser you use may also contribute to the problem. You could try a different browser.
Enter zero (0) in the dollar space, period and then the cents. Example: 0.27
MMC may continue to send the reminder based on the period end date even if you’ve already submitted your account. Unless you are filing a final account, you’ve submitted your report prematurely. You should wait until after your period end date to submit your report in the future. Your report should always reflect the balances at close of business on your period end date. You need to wait until that date to confirm what those balances are on your financial statements.
Some browsers display the check number field too far to the right. After selecting the “check” option, [tab] to the check number field and the box will be displayed.
Average your time to determine an approximate hourly fee and put that in your answer.
It is not necessary to report monthly/quarterly gains or losses, or to detail reinvested dividends, fees, etc. for investment accounts. As long as the funds stayed within the account or portfolio, even if different stocks were bought and sold, just report value changes as a net gain (Asset Appreciation) or net loss (Asset Depreciation) using the statement closest to the period end date of your report. If money was distributed from the investment, report that as a transfer from the investment account to the receiving account (or as an expense if it did not go to another account). If money was added to the investment from another account, report that as a transfer from that account to the investment account (or as income if it came from an outside source). If dividends are issued and deposited into a financial account other than that investment account, enter those as income transactions (Investment – Dividends) in that other account.
The minimum documentation includes financial statements for each financial account for the entire reporting period. Optional would be additional receipts, contracts, statements, memos, etc. that help explain the transactions or provide additional detail. If your account is audited, you will be contacted by someone from the Conservator Account Auditing Program (CAAP) to provide those additional documents if they are not uploaded. Someone from the Conservator Account Review Program (CARP) may also contact you to provide specific documentation related to particular questions that come up in the review of your report. Documents may be uploaded both before and after submitting the report. Documents must be in .pdf format.
Check the size of the document. Limiting the document's size to no larger than 8MB will help ensure a successful upload. Split the document as necessary to reduce the size.
Extensions from the court are not reflected in MMC. The program continues to see the report as overdue from the original due date. If you’ve gotten an extension from the court, comply with their instructions.
An inventory of the person’s assets upon the emergency appointment is required. If the exact same conservator(s) continue to the general appointment, the next report will be an annual accounting that covers both the emergency period and the first full year of the general appointment. If there is any change in who is acting as conservator(s) between the emergency and general roles, a final account will be required for the emergency appointment period when that terminates and a new inventory will be required for the general appointment.
We recommend retaining documentation that supported your accountings for at least four years beyond adjudication (allowance) of your account. Be certain that the court has allowed that particular account and related issues, if any, have been fully resolved. Check with the court where the case is filed if you are not sure which accounts have and have not been allowed. Be aware that some of these same records may need to be retained for different time periods for other reasons (taxes, insurance, warranty, legal action, etc.).