IL SB3071 | 2025-2026 | 104th General Assembly

Status

Sponsorship: Strong Partisan Bill (Democrat 34-2)
Status: Engrossed on April 16 2026 - 50% progression, died in committee
Action: 2026-07-02 - Pursuant to Senate Rule 3-9(b) / Referred to Assignments
Pending: Senate Assignments Committee
Text: Latest bill text (Engrossed) [HTML]

Summary

Amends the Adult Protective Services Act. Expands the list of mandated reporters under the Act to include investment advisers and investment adviser representatives as defined in the Illinois Securities Law of 1953, dealers and salespersons as defined in the Illinois Securities Law of 1953, and employees of financial institutions who serve as branch managers or members of the compliance team. Provides that the term "financial institution" is limited to a federally or State-chartered bank, savings bank, savings and loan association, or credit union. Requires the Department on Aging to develop by joint rulemaking with the Department of Financial and Professional Regulation minimum training standards which shall be used by financial institutions for its employees. In provisions granting specified persons with access to Department records concerning reports of financial exploitation and other forms of abuse or neglect, extends such access to: (i) a court appointed executor or administrator (rather than an executor or administrator) of the estate of an eligible adult who is deceased, unless the executor or administrator is the abuser or the alleged abuser; and (ii) any court of competent jurisdiction with a valid court order for an in camera inspection (rather than a probate court with jurisdiction over the guardianship of an alleged victim). In cases where a coroner or medical examiner has reason to believe that an eligible adult has died as the result of abuse, abandonment, neglect, financial exploitation, or self-neglect, requires the Department (rather than the provider agency) to provide the coroner or medical examiner with all records pertaining to the eligible adult as soon as practicable. Provides that the Department, at its discretion, may provide its report records to any professional licensing board or commission, investigatory unit, prosecutorial unit, or similar disciplinary body if any substantiated abuser falls under its purview. Provides that all records not generated by the Department but obtained during the course of an Adult Protective Service investigation or related to an Adult Protective Service case, including, but not limited to, financial records and medical records, shall be confidential and shall not be disclosed except at the Department's sole discretion. Provides that such records may be obtained through intergovernmental agreements with the Department and are exempt from disclosure under the Freedom of Information Act. Requires the Department to establish, by July 1, 2028, a web-based portal to receive alleged or suspected reports of financial exploitation as well as other reports of alleged or suspected abuse, abandonment, neglect, or self-neglect. Amends the Illinois Securities Law of 1953. Provides that dealers, salespersons, investment advisers, and investment adviser representatives may issue an initial transactional hold when they have a reasonable suspicion that a transaction or disbursement from an account of an eligible adult may involve, facilitate, result in, or contribute to financial exploitation of that eligible adult. Grants criminal, civil, and administrative immunity to dealers, salespersons, investment advisers, and investment adviser representatives who hold a transaction in good faith or who contact or elect not to contact an eligible adult's trusted contact person when they have a reasonable suspicion that a transaction or disbursement from the eligible adult's account may involve, facilitate, result in, or contribute to financial exploitation of that eligible adult. Contains provisions concerning the duration of initial transactional holds and extended transactional holds; transactional hold notice requirements; and other matters. Makes conforming changes to the Illinois Banking Act, the Savings Bank Act, and the Illinois Credit Union Act. Effective July 1, 2027.

Tracking Information

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Title

ELECTRONIC MONITORING

Sponsors


Roll Calls

2026-05-21 - House - House Third Reading (Y: 71 N: 31 NV: 7 Abs: 0) [PASS]
2026-05-14 - House - House Executive Committee (Y: 8 N: 4 NV: 0 Abs: 0) [PASS]
2026-03-03 - Senate - Senate Health and Human Services Committee (Y: 9 N: 0 NV: 3 Abs: 0) [PASS]
2026-03-03 - Senate - Senate Health and Human Services Committee (Y: 9 N: 0 NV: 3 Abs: 0) [PASS]

History

DateChamberAction
2026-07-02SenatePursuant to Senate Rule 3-9(b) / Referred to Assignments
2026-05-31SenateAdded as Chief Co-Sponsor Sen. Cristina Castro
2026-05-29SenateAdded as Co-Sponsor Sen. Darby A. Hills
2026-05-28SenateAdded as Co-Sponsor Sen. Karina Villa
2026-05-27SenateAdded as Chief Co-Sponsor Sen. Adriane L. Johnson
2026-05-26HouseAdded Alternate Co-Sponsor Rep. Dave Vella
2026-05-26SenateAdded as Co-Sponsor Sen. Laura M. Murphy
2026-05-26SenateAdded as Co-Sponsor Sen. Mike Porfirio
2026-05-22SenatePlaced on Calendar Order of Concurrence House Amendment(s) 1 - May 22, 2026
2026-05-22SenateSecretary's Desk - Concurrence House Amendment(s) 1
2026-05-21HouseAdded Alternate Co-Sponsor Rep. Yolonda Morris
2026-05-21HouseAdded Alternate Co-Sponsor Rep. Dagmara Avelar
2026-05-21HouseAdded Alternate Co-Sponsor Rep. Lindsey LaPointe
2026-05-21HouseAdded Alternate Co-Sponsor Rep. Margaret A. DeLaRosa
2026-05-21HouseAdded Alternate Co-Sponsor Rep. Debbie Meyers-Martin
2026-05-21HouseAdded Alternate Co-Sponsor Rep. Suzanne M. Ness
2026-05-21HouseAdded Alternate Co-Sponsor Rep. Lilian Jiménez
2026-05-21HouseAdded Alternate Co-Sponsor Rep. Matt Hanson
2026-05-21HouseThird Reading - Short Debate - Passed 071-031-000
2026-05-21HouseAdded Alternate Co-Sponsor Rep. Maura Hirschauer
2026-05-20HouseAdded Alternate Co-Sponsor Rep. Joyce Mason
2026-05-20SenateChief Sponsor Changed to Sen. Kimberly A. Lightford
2026-05-20HouseAdded Alternate Co-Sponsor Rep. Sharon Chung
2026-05-20HouseAdded Alternate Co-Sponsor Rep. Robyn Gabel
2026-05-19HousePlaced on Calendar Order of 3rd Reading - Short Debate
2026-05-19HouseSecond Reading - Short Debate
2026-05-18HouseAdded Alternate Co-Sponsor Rep. Laura Faver Dias
2026-05-18HouseAdded Alternate Co-Sponsor Rep. Martha Deuter
2026-05-18HouseAdded Alternate Co-Sponsor Rep. Michelle Mussman
2026-05-15HouseAdded Alternate Co-Sponsor Rep. Emanuel "Chris" Welch
2026-05-14HousePlaced on Calendar 2nd Reading - Short Debate
2026-05-14HouseAdded Alternate Co-Sponsor Rep. Robert "Bob" Rita
2026-05-14HouseAdded Alternate Co-Sponsor Rep. Anna Moeller
2026-05-14HouseAdded Alternate Co-Sponsor Rep. Jaime M. Andrade, Jr.
2026-05-14HouseAdded Alternate Co-Sponsor Rep. Justin Slaughter
2026-05-14HouseDo Pass as Amended / Short Debate Executive Committee; 008-004-000
2026-05-14HouseHouse Committee Amendment No. 1 Adopted in Executive Committee; by Voice Vote
2026-05-13HouseAdded Alternate Chief Co-Sponsor Rep. Natalie A. Manley
2026-05-13HouseHouse Committee Amendment No. 1 Rules Refers to Executive Committee
2026-05-13HouseAdded Alternate Co-Sponsor Rep. Justin Cochran
2026-05-13HouseAdded Alternate Co-Sponsor Rep. Camille Y. Lilly
2026-05-12HouseAdded Alternate Chief Co-Sponsor Rep. Norine K. Hammond
2026-05-12HouseAdded Alternate Chief Co-Sponsor Rep. Theresa Mah
2026-05-12HouseHouse Committee Amendment No. 1 received at 2:58 p.m.
2026-05-12HouseHouse Committee Amendment No. 1 Referred to Rules Committee
2026-05-12HouseHouse Committee Amendment No. 1 Filed with Clerk by Rep. Katie Stuart
2026-05-12HouseAlternate Chief Sponsor Changed to Rep. Katie Stuart
2026-05-07HouseCommittee Deadline Extended-Rule 9(b) May 15, 2026
2026-04-27HouseAssigned to Executive Committee
2026-04-17HouseReferred to Rules Committee
2026-04-17HouseFirst Reading
2026-04-17HouseChief House Sponsor Rep. Ann M. Williams
2026-04-17HouseArrived in House
2026-04-16SenateThird Reading - Passed; 057-000-000
2026-04-14SenatePlaced on Calendar Order of 3rd Reading ** April 15, 2026
2026-03-25SenateAdded as Co-Sponsor Sen. Mary Edly-Allen
2026-03-10SenateAdded as Co-Sponsor Sen. Mattie Hunter
2026-03-05SenatePlaced on Calendar Order of 3rd Reading March 10, 2026
2026-03-05SenateSecond Reading
2026-03-04SenatePlaced on Calendar Order of 2nd Reading March 5, 2026
2026-03-04SenateDo Pass as Amended Health and Human Services; 009-000-000
2026-03-03SenateSenate Committee Amendment No. 1 Adopted
2026-03-03SenateSenate Committee Amendment No. 1 Assignments Refers to Health and Human Services
2026-03-02SenateSenate Committee Amendment No. 1 Referred to Assignments
2026-03-02SenateSenate Committee Amendment No. 1 Filed with Secretary by Sen. Graciela Guzmán
2026-02-17SenatePostponed - Health and Human Services
2026-02-10SenateAssigned to Health and Human Services
2026-01-29SenateReferred to Assignments
2026-01-29SenateFirst Reading
2026-01-29SenateFiled with Secretary by Sen. Graciela Guzmán

Code Citations

ChapterArticleSectionCitation TypeStatute Text
2052054013Amended CodeCitation Text
20530510Amended CodeCitation Text
205548.1Amended CodeCitation Text
210325Amended CodeCitation Text
3202016New CodeSee Bill Text
320202Amended CodeCitation Text
320203.5Amended CodeCitation Text
320208Amended CodeCitation Text
815518.5New CodeSee Bill Text

Illinois State Sources

TypeSource
Summaryhttps://www.ilga.gov/Legislation/BillStatus?DocNum=3071&GAID=18&DocTypeID=SB&LegId=165637&SessionID=114
Texthttps://www.ilga.gov/Legislation/BillStatus/FullText?LegDocId=206984&DocName=10400SB3071&DocNum=3071&DocTypeID=SB&LegID=165637&GAID=18&SessionID=114&SpecSess=&Session=
Texthttps://www.ilga.gov/Legislation/BillStatus/FullText?LegDocId=206984&DocName=10400SB3071eng&DocNum=3071&DocTypeID=SB&LegID=165637&GAID=18&SessionID=114&SpecSess=&Session=
Amendmenthttps://www.ilga.gov/Legislation/BillStatus/FullText?LegDocId=209504&DocName=10400SB3071sam001&DocNum=3071&DocTypeID=SB&LegID=165637&GAID=18&SessionID=114&SpecSess=&Session=
Amendmenthttps://www.ilga.gov/Legislation/BillStatus/FullText?LegDocId=210976&DocName=10400SB3071ham001&DocNum=3071&DocTypeID=SB&LegID=165637&GAID=18&SessionID=114&SpecSess=&Session=
Roll Callhttps://www.ilga.gov/Documents/legislation/votehistory/104/senate/committeevotes/10400SB3071SCA1_45174.pdf
Roll Callhttps://www.ilga.gov/Documents/legislation/votehistory/104/senate/committeevotes/10400SB3071_45175.pdf
Roll Callhttps://www.ilga.gov/Documents/legislation/votehistory/104/house/committeevotes/10400SB3071_47053.pdf
Roll Callhttps://www.ilga.gov/Documents/legislation/votehistory/104/house/10400SB3071_05212026_067000T.pdf

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