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Iowa Form 6, the Inventory of Assets of Protected Person

Iowa’s list of what a protected person owns. The conservator files one at the start, then a fresh one with every report.

By Fidura staff. Last reviewed .

Who files
Every conservator, for an adult or a minor
Required of a conservator with no attorney. An attorney may use it.
When it’s due
90 days after appointment
Iowa Code §633.670(2) (opens in a new tab)
Where
The Clerk of District Court in the county
Filed through Iowa eFile.
The form
Rule 7.12, Form 6
The court’s copy (PDF) (opens in a new tab)

Since 09/07/2026 the inventory is a confidential filing. Order of 07/07/2026 (opens in a new tab) Anyone else asks for a copy on Rule 7.12 Form 11 (opens in a new tab).

What it asks for

Most rows ask what the asset would sell for, any debt on it and to whom, and the net value. Life insurance and bank accounts ask the cash value less any loan. Each row also asks whether the asset is jointly owned. The statute names no valuation date for this first inventory.

The parts of Form 6
PartWhat goes there
1.AReal estate: the homestead and any other real estate
1.BVehicles
1.CSecurities, stocks and bonds
1.DLife insurance, at its cash value, not the death benefit
1.EBank and credit union accounts, or “Cash” if none
1.FHousehold contents: furniture, appliances, electronics
1.GRetirement assets: pensions, IRAs, 401(k)s, annuities
1.HOther assets, such as jewelry, guns or farm animals
1.ITotals: attached sheets, and the net value of 1.A to 1.H
1.JFor each jointly owned asset, who manages it and who pays
2.AAssets not transferred into the conservatorship’s name
2.BAssets not owned solely by the protected person that will be transferred

You swear it is complete and accurate as far as information permits. The clerk charges court costs of 0.2% of the gross value listed, less life insurance. §633.31(4) (opens in a new tab) The clerk also reviews your bond against it (Iowa Code §633.179 (opens in a new tab)).

Common mistakes

Filing it on its own

The inventory is attached to the initial plan, Rule 7.12 Form 5. Both are due within 90 days, and the court reviews them together. §633.670(2) (opens in a new tab)

Life insurance at its death benefit

Part 1.D asks for the cash value. Subtract any loan against it to get the net.

A late find sent in as a new inventory

Property you learn of later is described in your next annual report. §633.670(2) (opens in a new tab)

Skipping the copies

Give copies to the protected person, their attorney and court visitor, if any, and anyone the court names. The form calls the visitor the court advisor. §633.670(2) (opens in a new tab)

The court cannot waive the inventory. It may extend the time only for good cause. Iowa Ct. R. 7.8 (opens in a new tab)

Your first account

Each annual report attaches a new Form 6 as of the period’s end. Its section 4 sets that total beside the total at the end of the period before.

Sources

Also for Iowa: Iowa Form 7, Conservator’s Annual Report

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