How to Prepare for Your Notary Appointment: Tips for Success

Posted on June 14, 2025
Reading time: approximately 5 minutes

When it comes to notarizing important documents, preparation is everything. Whether you're handling legal documents, preparing for a real estate transaction, or simply need a signature verified, being properly prepared can ensure a smooth and efficient process. The role of a notary public is to verify your identity, confirm that you are signing voluntarily, and ensure you understand the contents of the document you’re signing. To help you navigate the process with ease, we've compiled a detailed guide with tips on how to prepare for your notary appointment. From bringing the right documents to knowing exactly what the notary will require, this guide will make your notary appointment as straightforward as possible.

Understand the Role of a Notary Public

Before you schedule an appointment, it's essential to have a basic understanding of what a notary does. A notary public is an official authorized by the state to act as a neutral third party in the signing of legal documents. The notary’s primary responsibility is to verify the identity of the signer, ensure that they understand the document, and confirm that they are signing it voluntarily. In addition, the notary may administer an oath or affirmation in certain circumstances.

Notaries do not provide legal advice, and they cannot assist in the drafting of documents. They are responsible for ensuring that the proper procedures are followed and that the document is signed in the presence of the notary. There are several different types of notarizations, including acknowledgments, jurats, and oaths, each of which is used for different purposes. Understanding the type of notarization you need is important, as it can affect the documents and steps required for your appointment.

By understanding what a notary does and the services available, you can ensure you are fully prepared for your appointment.

Bring Valid Identification

One of the most important steps in preparing for your notary appointment is ensuring that you bring valid identification. A notary is required by law to verify the identity of the signer before notarizing any document. This is typically done by inspecting government-issued identification that contains a photograph, signature, and physical description of the individual.

Common forms of valid identification that notaries typically accept include:

  • State-issued driver’s license or ID card
  • U.S. passport
  • Military ID
  • Permanent resident card

The ID must be current and not expired. If you do not have a valid form of ID, you may not be able to complete the notarization. In some cases, if you are unable to present acceptable identification, you may be able to bring a credible witness who can verify your identity. However, this is something you should confirm with the notary ahead of time.

It’s also essential to ensure that the name on your ID matches the name on the document you’re having notarized. If there’s a discrepancy, you might need to correct the issue before proceeding.

Ensure the Documents Are Complete

Many people make the mistake of arriving at their notary appointment with incomplete documents. This can cause delays or prevent the notarization from taking place. Before your appointment, double-check that all required sections of the document are filled out. While the notary will be able to witness your signature, they cannot assist with filling out the document or adding any missing information.

Be sure to review the following:

  • Names: Ensure that the names of all parties involved are clearly stated and correctly spelled.
  • Dates: Make sure the document includes the correct dates.
  • Signatures: Leave the signature lines blank. The notary needs to witness you signing the document.
  • Other information: Depending on the document, there may be additional information or sections that need to be filled out.

Importantly, do not sign the document in advance. The notary needs to witness your signature in person to fulfill their legal duties. Signing a document beforehand can invalidate the notarization and could lead to delays or complications.

If you're unsure whether the document is ready to be notarized, reach out to the creator of the document (such as your lawyer or title company) to ensure everything is in order.

Know the Type of Notarization You Need

Different documents require different types of notarizations. The most common types are acknowledgments and jurats, but there are others, such as protests or certified copies. It's important to know which type of notarization you need before your appointment to avoid confusion and unnecessary delays.

  • Acknowledgments: The most common form of notarization. In this case, the notary will verify that the person signing the document is doing so voluntarily and understands the document's contents. These are typically used for deeds, contracts, and powers of attorney.
  • Jurats: A jurat is used when the signer must swear to the truth of the contents of the document. The notary will administer an oath before the signer affirms the document's contents. This type of notarization is often used for affidavits or sworn statements.
  • Oaths and Affirmations: If you need to swear an oath or affirmation in connection with a document, such as a declaration or testimony, the notary will administer the oath before the document is signed.
  • Certified Copies: In some cases, you may need to have copies of original documents certified as true and correct copies. Notaries can perform this service for certain documents, though some documents (such as birth certificates) may require additional steps.

By knowing the type of notarization required for your document, you can ensure that the process will be handled correctly.

Be Prepared for Remote Online Notarization (RON)

In recent years, remote online notarization (RON) has become increasingly popular. With the advent of technology, many notaries now offer virtual notarization services, allowing you to get your documents notarized from the comfort of your home or office. If you plan to use RON, you need to be aware of a few specific requirements to ensure a smooth process.

Here’s what you’ll need to prepare for remote online notarization:

  • Technology Requirements: Ensure that you have a device with a camera, microphone, and internet connection. Most devices, such as smartphones, tablets, and computers, will work as long as they have these features.
  • Document Upload: Be ready to upload the document you need notarized to the notary’s online platform. Some services will ask you to upload the document beforehand, while others may do it during the video call.
  • Identification Verification: For remote notarizations, many notaries use identity verification software that will require you to answer security questions or take a photo of your ID. Be prepared to complete this process before the notary will proceed with the notarization.
  • Video Call: You will connect with the notary through a secure video conferencing tool. Make sure you are in a quiet, well-lit space where you can clearly communicate with the notary.

Remote online notarization can be a convenient option for those who cannot physically meet with a notary, but make sure you’re prepared for the additional steps involved in the process.

Arrive on Time and Ready to Go

Being punctual is crucial when preparing for your notary appointment. If you’re visiting a notary’s office, arrive a few minutes early to complete any necessary paperwork and get settled. If you’re working with a mobile notary, ensure that you are available at the agreed-upon location and time.

For remote online notarizations, log in early to check your internet connection and ensure your camera and microphone are working properly. The notary will often have a set schedule, so being late could delay the process or result in rescheduling.

Once you’re at the appointment, be ready to sign the document and review any questions you may have with the notary. It’s always helpful to have a list of questions or concerns you may have about the document or notarization process. The notary is there to guide you, so don’t hesitate to ask for clarification.

Preparing for your notary appointment may seem like a lot of steps, but following these guidelines will make the process much easier. Remember to bring valid identification, ensure your documents are complete, and know the type of notarization you need. If you're opting for remote online notarization, be sure to have the right technology ready. By staying organized and informed, you can ensure a smooth and stress-free notarization experience.

If you’re ready to get started or have any questions, don't hesitate to contact us. We’re here to provide you with expert notary services that fit your needs. Reach out today by calling (855) 493-6683 or emailing us at [email protected]. Let us handle your notary needs with professionalism and precision!

Contact Us

Your Notary Needs Are Just a Click Away

Have a question or need a document notarized? We're here to help! Let us make your notary experience easy, reliable, and hassle-free. Reach out today!