• Elisa Harris

Client Preparation Check List

Updated: Jan 9

How to prepare for signing, in home or at location


Documentation:

Ensure you have thoroughly read through your documentation and have any questions or concerned answered by the person/company that provided the documentation.

If you are required to bring any documentation to the appointment, please bring an additional copy as a backup

Identification:

You must absolutely have proper identification with you at the signing.


Acceptable Forms of Identification for Notary Services

Our office attempts to collect the top two recommended forms of Identification, which are a State Issued Drivers License and or Passport, however, you do have other options, please see below for a list. Notary services and Loan Signing Services are two different entities and may require different forms of ID.


· State-issued driver's license

· State-issued identification card

· U.S. passport issued by the U.S. Department of State

· U.S. military ID

· State, county and local government IDs

· Permanent resident card, or "green card," issued by the U.S. Citizenship and Immigration Services*

· Foreign passport*

· Driver's license officially issued in Mexico or Canada*

· *Only in some states.

Acceptable Forms of Identification for Loan Signing Services

Our office attempts to collect the top two recommended forms of Identification, which are a State Issued Drivers License and Social Security Card, however, you do have other options, please see below for a list. Loan signing and notary services are two different entities and may require different forms of ID.



Space: Please ensure the space we will be handling the documentation on is clean and dry.

Communication: If for any reason you are going to be late to the appointment, please keep us posted until you are able to join the signing. We do leave some wiggle room in case a client is late, however, we do have limitations to that.

Animals. We are animal lovers! Just please let us know in advance if you have any pets!


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