How to Prepare for a Notary Appointment

Preparing before a notary appointment can help the process move efficiently and prevent unnecessary delays. Use this guide to make sure you have the documents, identification, and information you may need.

CONFIRM THE TYPE OF NOTARIZATION

Ask the person or organization receiving the document whether it requires an acknowledgment, jurat, witnessed signature, or another notarial act. A notary cannot select the notarial act for you or provide legal advice.

REVIEW THE DOCUMENT

Read the document before your appointment and make sure all pages are present. Complete the required information, but do not sign any section that must be signed in the notary’s presence. Avoid leaving blank spaces that could be completed later.

BRING ACCEPTABLE IDENTIFICATION

Bring a current government-issued photo ID, such as a driver’s license, state identification card, or passport. The name on your identification should reasonably match the name shown on the document.

MAKE SURE EVERY SIGNER IS PRESENT

Anyone whose signature must be notarized should attend the appointment unless the receiving organization has approved another legally acceptable process. Each signer must be willing and able to communicate directly with the notary.

CONFIRM WHETHER WITNESSES ARE REQUIRED

Some documents require one or more witnesses in addition to the notary. Confirm the requirements before your appointment and ask whether you must bring your own witnesses. Witnesses may also need identification.

DO NOT SIGN TOO EARLY

Wait to sign until the notary instructs you. Depending on the required notarial act, the notary may need to watch you sign or administer an oath or affirmation.

BRING THE COMPLETE DOCUMENT

Bring the entire original document, including all pages and attachments. If you need a copy notarized or certified, confirm beforehand whether that service is permitted and which original records are required.

CONFIRM FEES AND APPOINTMENT DETAILS

Ask about the notary fee, accepted payment methods, location, and whether travel or after-hours fees apply. Arrive on time and allow enough time for identification and document review.

A notary serves as an impartial witness and performs the required notarial act. A notary does not confirm that a document is legally valid, explain its legal effect, or provide legal advice unless separately qualified to do so.

On Purpose 4 U helps Purpose Partners approach important documents with preparation, clarity, and care—On Purpose.

This information is provided for general educational purposes and is not legal advice.