2021 Delaware Code
Title 12 - Decedents' Estates and Fiduciary Relations
Chapter 40. Delaware Careplan Trust Act
§ 4006. Accountability.
(a) The Delaware CarePlan Trust shall prepare a report annually itemizing all funds collected for the year, income earned, salaries, other expenses incurred and the opening and final trust balances. Such report shall be available to the public.
(b) The Delaware CarePlan Trust shall, upon request, provide a copy of the report required under subsection (a) of this section to the participant or the participant's representative.
(c) Each year, the Delaware CarePlan Trust shall prepare on behalf of each participant:
(1) A detailed individual statement of the services provided to each participant during the previous 12 months, and the services planned for such participant during the following 12 months; and
(2) An accounting of expenditures made on behalf of the participant and the investments remaining in such participant's account.
(d) The Delaware CarePlan Trust shall provide the statement required under subsection (c) of this section to the participant or the participant's representative, and, consistent with standards adopted by the Board to protect the participant's privacy rights, shall upon request provide such statement to each donor for the participant.
(e) The Delaware CarePlan Trust shall provide the statement required under subsection (c) of this section as a final statement upon the withdrawal of a participant.71 Del. Laws, c. 360, § 1; 70 Del. Laws, c. 186, § 1;