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.