Sapphire Tax Notary

Notary Client Checklist

1. Identification

[ ] Bring a valid, government-issued photo ID (e.g., driver’s license, passport, or military ID).

[ ] Ensure the ID is not expired (unless state laws allow exceptions).

[ ] Confirm the name on the ID matches the name on the document.

2. Document Preparation

[ ] Ensure the document is complete and ready for notarization (no blank spaces unless intended).

[ ] Do not sign the document unless instructed to do so by the notary.

[ ] Verify if the document requires witnesses (and arrange for them if needed).

3. Type of Notarization

[ ] Determine the type of notarization required (e.g., acknowledgment, jurat, oath/affirmation).

[ ] If unsure, consult the document issuer or ask the notary for guidance.

4. Witnesses (if required)

[ ] Confirm if witnesses are needed for your document.

[ ] Ensure witnesses meet legal requirements (e.g., impartial, over 18, and not related to the signer).

[ ] Arrange for witnesses to be present at the appointment.

5. Language and Understanding

[ ] Ensure you fully understand the contents of the document.

[ ] If the document is in a language you don’t understand, bring a translator or interpreter (notaries cannot explain or translate documents).

6. Payment

[ ] Confirm the notary’s fee in advance.

[ ] Bring the correct payment method (cash, check, or card, depending on the notary’s preference).

7. Remote Online Notarization (RON)

(If applicable)

[ ] Ensure you have a stable internet connection.

[ ] Test your webcam and microphone before the appointment.

[ ] Have digital copies of your document and ID ready to upload.

8. Special Requirements

[ ] Check if your document requires an apostille for international use.

[ ] Verify if additional forms or certificates are needed (e.g., affidavit, power of attorney).

9. Appointment Details

[ ] Confirm the date, time, and location of the appointment.

[ ] Arrive on time or log in early if using RON.

10. Questions or Concerns

[ ] Prepare any questions you have about the notarization process.

[ ] Contact the notary in advance if you’re unsure about any requirements.