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Oklahoma Legislature· HB 3906Authored by Senator Gillespie (principal Senate author)

An act relating to supported decision-making, the official text

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1                            STATE OF OKLAHOMA

2   2nd Session of the 60th Legislature (2026)

3 HOUSE BILL 3906                 By: Hefner

4

5

6                            AS INTRODUCED

7   An Act relating to supported decision-making;

    enacting the Oklahoma Supported Decision-Making Act;

8   providing purpose; defining terms; providing how

    individual may enter into and terminate a supported

9   decision-making agreement; authorizing supporter to

    assist in certain tasks; prohibiting supporter from

10  committing certain acts; authorizing supporter to

    assist principal in obtaining certain information;

11  prohibiting supported decision-making agreement to be

    used as certain evidence at trial; authorizing adult

12  to act independently of the agreement; providing that

    a decision or request made may be enforced by the

13  principal or supporter; authorizing persons to rely

    on certain presumptions; relieving certain persons of

14  civil or criminal liability; providing that nothing

    shall affect the requirement to report abuse,

15  neglect, exploitation, isolation, or abandonment;

    providing example form for a supported decision-

16  making agreement; providing for codification; and

    providing an effective date.

17

18

19

20 BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA:

21  SECTION 1.      NEW LAW  A new section of law to be codified

22 in the Oklahoma Statutes as Section 1451 of Title 10, unless there

23 is created a duplication in numbering, reads as follows:

24

    Req. No. 14502                                           Page 1
1   This act shall be known and may be cited as the "Oklahoma

2 Supported Decision-Making Act".

3   SECTION 2.      NEW LAW  A new section of law to be codified

4 in the Oklahoma Statutes as Section 1452 of Title 10, unless there

5 is created a duplication in numbering, reads as follows:

6   A. The purpose of this act is to:

7   1. Provide person-centered and directed assistance to an adult

8 with a disability to gather and assess information, make informed

9 decisions, and communicate decisions;

10  2. Give supporters legal status to be with such an adult and

11 participate in discussions with others when the adult is making

12 decisions or attempting to obtain information; and

13  3. Enable supporters to assist in making and communicating

14 decisions for such an adult but not substitute as the decision-maker

15 for the adult.

16  B. This act shall be interpreted in accordance with the

17 following principles:

18  1. An adult should be able to live in the manner in which he or

19 she wishes and to accept or refuse support, assistance, or

20 protection as long as the adult does not harm himself, herself, or

21 others and is capable of making decisions about such matters;

22  2. An adult should be able to be informed about and, to the

23 best of his or her ability, participate in the management of his or

24 her affairs;

    Req. No. 14502                                                  Page 2
1   3. An adult should receive the most effective, yet least

2 restrictive and intrusive, form of support, assistance, or

3 protection when the adult is unable to manage his or her affairs

4 alone; and

5   4. The values, beliefs, wishes, cultural norms, and traditions

6 that an adult holds should be respected in managing his or her

7 affairs.

8   SECTION 3.      NEW LAW  A new section of law to be codified

9 in the Oklahoma Statutes as Section 1453 of Title 10, unless there

10 is created a duplication in numbering, reads as follows:

11  As used in the Supported Decision-Making Act, unless a different

12 meaning is clearly required by the context:

13  1. "Adult" means a natural person who is eighteen (18) years of

14 age or older;

15  2. "Affairs" means personal, health care, or financial matters

16 arising in the course of activities of daily living, including,

17 without limitation:

18          a. matters in which an adult makes decisions relating to

19                his or her health, including, without limitation:

20                (1) monitoring the adult's health,

21                (2 obtaining, scheduling, and coordinating health

22                      and support services,

23                (3) understanding health care information and

24                      options, and

    Req. No. 14502                                                   Page 3
1                 (4) making personal decisions to provide for the

2                   adult's care and comfort, and

3   b. financial matters in which an adult manages his or her

4                 income and assets and the use thereof for clothing,

5                 support, care, comfort, education, shelter, or the

6                 payment of his or her liabilities;

7   3. "Covered education agreement" means a supported decision-

8 making agreement that is entered into for the sole purpose of

9 providing supported decision-making related to the supported

10 person's education and the Individuals with Disabilities Education

11 Act, approved April 13, 1970 (84 Stat. 175; 20 U.S.C., Section 1400

12 et seq.), or Section 504 of the Rehabilitation Act of 1973, approved

13 September 26, 1973 (87 Stat. 394; 29 U.S.C., Section 794);

14  4. "Electronic" means relating to technology having electrical,

15 digital, magnetic, wireless, optical, electromagnetic, or similar

16 capabilities;

17  5. "Person" means a natural person, health care facility,

18 provider of health care, corporation, partnership, limited-liability

19 company, association, joint venture, public corporation, government

20 or governmental subdivision, agency or instrumentality, or any other

21 legal or commercial entity;

22  6. "Principal" means an adult who seeks to enter, or has

23 entered, into a supported decision-making agreement with one or more

24 supporters pursuant to this act;

    Req. No. 14502                                                  Page 4
1   7. "Record" means document, book, paper, photograph, microfilm,

2 computer tape, disk, record, sound recording, film recording, video

3 record, electronic files and documents, or other material;

4   8. "Sign" means:

5   a. to execute or adopt a tangible symbol with the present

6   intent to authenticate a record, or

7   b. to attach or logically associate an electronic symbol,

8   sound, or process to or with a record with the present

9   intent to authenticate the record;

10  9. "Support services" means a coordinated system of social and

11 other services that are supplied by private, state, institutional,

12 or community providers and are designed to help maintain the

13 independence of an adult, including, without limitation:

14  a. homemaker services, such as house repair, cleaning,

15  laundry, shopping, and providing meals,

16  b. companion services, such as transportation and the

17  facilitation of written, oral, and electronic

18  communication,

19  c. medical services,

20  d. visiting nurse and attendant care,

21  e. physical and psychosocial assessments,

22  f. financial assessments and advisement relating to

23  banking, taxes, loans, investments, or the management

24  of real property,

    Req. No. 14502                                               Page 5
1   g. legal assessments and advisement,

2   h. educational services, including, without limitation,

3               educational assessments and advisement,

4   i. personal care services, including, without limitation,

5               assistance with daily activities such as bathing,

6               dressing, and eating,

7   j. care planning,

8   k. residential, employment, or day program services and

9               supports, including, without limitation, training, or

10              career planning, and

11  l. other services necessary to maintain the independence

12              of an adult;

13  10. "Supported decision-making agreement" means an agreement

14 between a principal and one or more supporters that is entered into

15 pursuant to this act; and

16  11. "Supporter" means a person who is named in a supported

17 decision-making agreement to provide specified assistance to a

18 principal.

19  SECTION 4.      NEW LAW   A new section of law to be codified

20 in the Oklahoma Statutes as Section 1454 of Title 10, unless there

21 is created a duplication in numbering, reads as follows:

22  A. An adult may enter into a supported decision-making

23 agreement at any time if the adult:

24

    Req. No. 14502                                                 Page 6
1   1. Enters into the agreement voluntarily and without coercion

2 or undue influence; and

3   2. Understands the nature and effect of the agreement.

4   B. A supported decision-making agreement shall:

5   1. Be in writing;

6   2. Be dated;

7   3. Designate one or more supporters;

8   4. List the types of decisions with which the supporter is

9 authorized to assist the principal;

10  5. List the types of decisions, if any, with which the

11 supporter is not authorized to assist the principal; and

12  6. Be signed by each party to the agreement in the presence of

13 at least two adult witnesses.

14  C. A principal or a supporter may terminate a supported

15 decision-making agreement at any time, either verbally or in

16 writing, and with notice to the other parties to the agreement.

17  SECTION 5.        NEW LAW     A new section of law to be codified

18 in the Oklahoma Statutes as Section 1455 of Title 10, unless there

19 is created a duplication in numbering, reads as follows:

20  A. Except as otherwise provided in a supported decision-making

21 agreement and subsection B of this section, a supporter may do all

22 of the following:

23  1. Assist the principal in understanding information, options,

24 responsibilities and consequences of the principal's life decisions,

    Req. No. 14502                                                  Page 7
1 including, without limitation, decisions relating to the principal's

2 affairs or supportive services;

3   2. Help the principal access, obtain, and understand any

4 information that is relevant to any given life decision, including,

5 without limitation, medical, psychological, financial, or

6 educational decisions, or any treatment records or records necessary

7 to manage the principal's affairs or support services;

8   3. Assist the principal in finding, obtaining, making

9 appointments for, and implementing the principal's support services

10 or plans for support services;

11  4. Help the principal monitor information about the principal's

12 affairs or support services, including, without limitation, keeping

13 track of future necessary or recommended services; and

14  5. Ascertain the wishes and decisions of the principal, assist

15 in communicating those wishes and decisions to other persons, and

16 advocate to ensure that the wishes and decisions of the principal

17 are implemented.

18  B. A supporter is prohibited from doing any of the following:

19  1. Exerting undue influence upon, or making decisions on behalf

20 of, the principal;

21  2. Obtaining, without the consent of the principal, information

22 that is not reasonably related to matters with which the supporter

23 is authorized to assist the principal pursuant to the supported

24 decision-making agreement; and

    Req. No. 14502                                                  Page 8
1   3. Using, without the consent of the principal, information

2 acquired for a purpose other than assisting the principal to make a

3 decision pursuant to the supported decision-making agreement.

4   C. A supporter shall act with the care, competence and

5 diligence ordinarily exercised by persons in similar circumstances,

6 with due regard to the supporter's possession or lack of special

7 skills or expertise.

8   SECTION 6.        NEW LAW  A new section of law to be codified

9 in the Oklahoma Statutes as Section 1456 of Title 10, unless there

10 is created a duplication in numbering, reads as follows:

11  A. In addition to the activities set forth in Section 5 of this

12 act, a supporter may assist the principal with obtaining any

13 information to which the principal is entitled, including, without

14 limitation, a signed and dated specific consent, protected health

15 information under the Health Insurance Portability and

16 Accountability Act of 1996, Public Law 104-191, as amended, or

17 educational records under the Family Educational Rights and Privacy

18 Act of 1974, 20 U.S.C., Section 1232g, and any regulations adopted

19 pursuant thereto.

20  B. A supporter shall ensure that all information collected on

21 behalf of a principal pursuant to this section is:

22  1. Kept privileged and confidential, as applicable;

23  2. Not subject to unauthorized access, use, or disclosure; and

24  3. Properly disposed of when appropriate.

    Req. No. 14502                                                 Page 9
1   SECTION 7.      NEW LAW   A new section of law to be codified

2 in the Oklahoma Statutes as Section 1457 of Title 10, unless there

3 is created a duplication in numbering, reads as follows:

4   The existence of a supported decision-making agreement that is

5 entered into by an adult and one or more supporters pursuant to this

6 act may not be used as evidence of the adult's incapacity, as

7 defined in Section 3002 of Title 58 of the Oklahoma Statutes, and

8 does not preclude the ability of the adult to act independently of

9 the agreement.

10  SECTION 8.      NEW LAW   A new section of law to be codified

11 in the Oklahoma Statutes as Section 1458 of Title 10, unless there

12 is created a duplication in numbering, reads as follows:

13  A decision or request made or communicated by a principal with

14 the assistance of a supporter in accordance with this act shall, for

15 the purposes of any provision of law, be recognized as the decision

16 or request of the principal and may be enforced by the principal or

17 supporter in law or equity on the same basis as a decision or

18 request of the principal.

19  SECTION 9.      NEW LAW   A new section of law to be codified

20 in the Oklahoma Statutes as Section 1459 of Title 10, unless there

21 is created a duplication in numbering, reads as follows:

22  Any person who is not a party to a supported decision-making

23 agreement, including, without limitation, a provider of health care

24 or provider of financial services, that in good faith, as defined in

    Req. No. 14502                                                Page 10
1 Section 3002 of Title 58 of the Oklahoma Statutes, accepts a

2 supported decision-making agreement:

3   1. Without actual knowledge that any of the signatures thereon

4 is not genuine may rely upon the presumption that such a signature

5 is genuine;

6   2. Without actual knowledge that the supported decision-making

7 agreement or the purported supporter's authority is void, invalid,

8 or terminated may rely upon the supported decision-making agreement

9 as if the agreement and supporter's authority are genuine, valid,

10 and still in effect; and

11  3. Is not subject to civil or criminal liability or discipline

12 for unprofessional conduct for giving effect to a declaration

13 contained within the supported decision-making agreement or for

14 following the direction of a supporter named in the supported

15 decision-making agreement.

16  SECTION 10.        NEW LAW  A new section of law to be codified

17 in the Oklahoma Statutes as Section 1460 of Title 10, unless there

18 is created a duplication in numbering, reads as follows:

19  The provisions of this act shall not be construed to affect the

20 requirement of any person to report the abuse, neglect,

21 exploitation, isolation, or abandonment of an older person or a

22 vulnerable person as provided in Section 10-104 of Title 43A of the

23 Oklahoma Statutes.

24

    Req. No. 14502                                                Page 11
1   SECTION 11.     NEW LAW        A new section of law to be codified

2 in the Oklahoma Statutes as Section 1461 of Title 10, unless there

3 is created a duplication in numbering, reads as follows:

4   A document substantially in the following form may be used to

5 create a supported decision-making agreement form that has the

6 meaning and effect prescribed by this act.

7                                  OKLAHOMA

8                   SUPPORTED DECISION-MAKING AGREEMENT

9                   IMPORTANT INFORMATION

10 This supported decision-making agreement allows an adult to receive

11 assistance in understanding, making, and communicating decisions

12 while retaining full legal authority pursuant to the Oklahoma

13 Supported Decision-Making Act.

14                  PRINCIPAL INFORMATION

15 Name of Principal (Adult): _________________________________________

16 Date of Birth: _________________

17 Address: ___________________________________________________________

18 Phone / Email: ________________________

19                           SUPPORTER(S)

20 Name of Supporter: _________________________________________________

21 Relationship: _________________________

22 Phone / Email: ________________________

23 Name of Additional Supporter (optional): ___________________________

24 Relationship: _________________________

    Req. No. 14502                                                Page 12
1 Phone / Email: ________________________

2                              AREAS OF SUPPORT

3 Initial each subject you would like your designated supporter(s) to

4 assist you in understanding, making, and communicating decisions.

5 (___) Health care and medical decisions

6 (___) Mental health services

7 (___) Education, including college, IDEA, and Section 504

8 (___) Employment and vocational services

9 (___) Financial matters, including budgeting and banking, but not

10 including control of funds

11 (___) Housing and community living

12 (___) Government or public benefits

13 (___) Other: ______________________________________

14                              LIMITATIONS

15 My supporter(s) MAY NOT assist with the following decisions (if

16 any):

17

18                       SUPPORTER AUTHORITY

19 The supporter may assist the principal by:

20 1. Helping understand information and options;

21 2. Helping obtain records, including, but not limited to, HIPAA and

22 FERPA, with consent;

23 3. Attending meetings at the request of the principal; and

24 4. Helping communicate the principal's decisions.

    Req. No. 14502                                             Page 13
1 The supporter MAY NOT make decisions for the principal or override

2 the principal's wishes.

3                           VOLUNTARY AGREEMENT

4 I affirm that I am entering this agreement voluntarily, understand

5 its purpose, and may terminate it at any time.

6                           TERMINATION

7 This agreement may be terminated at any time by the principal or any

8 supporter, verbally or in writing.

9                           SIGNATURES

10 Principal Signature: ___________________________________

11 Date: ___________

12 Supporter Signature: __________________________________

13 Date: ___________

14 Additional Supporter Signature (if applicable): ____________________

15 Date: ___________

16                          WITNESSES

17 Witness #1 Name & Signature: ______________________________

18 Date: ___________

19 Witness #2 Name & Signature: ______________________________

20 Date: ___________"

21  SECTION 12. This act shall become effective November 1, 2026.

22

23  60-2-14502         CMA  01/12/26

24

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