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1 | Before You Go — Affidavit Notarization/Commissioning Checklist | |||||||||||||||||||||||||
2 | Last updated: 2025-10-01 • Filters enabled • Use the dropdowns in columns C–G | |||||||||||||||||||||||||
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4 | # | Task | Applies to | Mode | Required? | What to do | Status | Owner | Due date | Notes | ||||||||||||||||
5 | 1 | Government-issued photo ID ready | Both | Either | Required | Bring original ID (not a photocopy). Name should reasonably identify you; bring supporting proof if names differ. | Not started | |||||||||||||||||||
6 | 2 | Name-change or alternate-name evidence available | Both | Either | Optional (if applicable) | Bring marriage certificate, court order, or other proof if affidavit name differs from ID. | Not started | |||||||||||||||||||
7 | 3 | Second ID (if required by provider) | US | In-person | Optional (check policy) | Some notaries request two IDs. Check ahead to avoid delays. | Not started | |||||||||||||||||||
8 | 4 | Unsigned affidavit ready | Both | Either | Required | Do not sign before the session. Bring clean final copy. | Not started | |||||||||||||||||||
9 | 5 | Exhibits labeled and attached (Exhibit A, B, ...) | Both | Either | Required (if exhibits) | Label each exhibit. Insert separators or cover pages and refer to them in the affidavit text. | Not started | |||||||||||||||||||
10 | 6 | Court/agency template and caption complete (if filing) | Both | Either | Required (if filing) | Ensure court name, file number, party names, and jurisdiction fields are correct. | Not started | |||||||||||||||||||
11 | 7 | Remote wording included where required | Both | Remote | Optional (if required) | Some rules require a statement that the oath/affirmation was administered remotely. | Not started | |||||||||||||||||||
12 | 8 | Find authorized official (notary/commissioner) | Both | Either | Required | Confirm credentials and what ID is accepted. For Canada, confirm notary vs commissioner and services provided. | Not started | |||||||||||||||||||
13 | 9 | Confirm fees | Both | Either | Required | Ask about fee per signature, per exhibit, remote session fees, and any travel charges. | Not started | |||||||||||||||||||
14 | 10 | Payment method arranged | Both | Either | Required | Some providers accept only debit/credit; some accept cash. Confirm in advance. | Not started | |||||||||||||||||||
15 | 11 | Appointment scheduled with timezone noted | Both | Either | Required | Record date/time and timezone. Allow buffer time for ID checks and document review. | Not started | |||||||||||||||||||
16 | 12 | Tech check for remote session | Both | Remote | Required (if remote) | Test camera, mic, internet, and platform; prepare a well-lit quiet space. | Not started | |||||||||||||||||||
17 | 13 | Arrange additional witnesses (if needed) | Both | Either | Optional (if required) | Some documents need extra witnesses. Ask the provider if they can supply them. | Not started | |||||||||||||||||||
18 | 14 | Interpreter arranged (if needed) | Both | Either | Optional (if needed) | Interpreter should be impartial and may need to sign a declaration. | Not started | |||||||||||||||||||
19 | 15 | Sign/initial only in front of the official | Both | Either | Required | Bring all pages. Use blue or black ink if in person; follow instructions for e-signing if remote. | Not started | |||||||||||||||||||
20 | 16 | Print single-sided pages (if required locally) | Both | In-person | Optional (check rule) | Some courts prefer single-sided paper for filing or scanning clarity. | Not started | |||||||||||||||||||
21 | 17 | Certificate/jurat completed by official | Both | Either | Required | Check date, city/province or state/county, title (notary/commissioner), seal, and commission details. | Not started | |||||||||||||||||||
22 | 18 | Certified copies requested (if needed) | Both | Either | Optional | Ask about fees and turnaround if certified copies are required. | Not started | |||||||||||||||||||
23 | 19 | E-filing account set up / paper copies prepared | Both | Either | Required (if filing) | Confirm whether the court/agency requires e-filing (PDF) or paper and the number of copies. | Not started | |||||||||||||||||||
24 | 20 | PDF naming and format confirmed | Both | Either | Required (if e-filing) | Follow size, naming, and bookmarking rules, if any. Combine exhibits as instructed. | Not started | |||||||||||||||||||
25 | 21 | Service method chosen and allowed | Both | Either | Required (if service needed) | Personal delivery, mail, courier, or electronic service where rules allow. | Not started | |||||||||||||||||||
26 | 22 | Proof of service prepared | Both | Either | Required (if service needed) | Use the court’s affidavit/certificate of service form and file it on time. | Not started | |||||||||||||||||||
27 | 23 | Keep ink-signed original secure | Both | Either | Required | Store safely; some courts may request to see the original. | Not started | |||||||||||||||||||
28 | 24 | Calendar filing and service deadlines | Both | Either | Required | Enter due dates and reminders; include time zone for e-filing cutoffs. | Not started | |||||||||||||||||||
29 | 25 | Save receipts and confirmation numbers | Both | Either | Required | Keep payment receipts, RON audit trail info, and e-filing confirmations. | Not started | |||||||||||||||||||
30 | 26 | US: Consider unsworn declaration where permitted | US | Either | Optional (if permitted) | For federal and some state filings, 28 U.S.C. § 1746/analogues may allow a declaration without notarization. | Not started | |||||||||||||||||||
31 | 27 | Canada: Confirm if a statutory declaration is requested | Canada | Either | Optional (if requested) | Agencies often ask for a statutory declaration instead of an affidavit—use the correct form. | Not started | |||||||||||||||||||
32 | 28 | Canada (BC/QC): Notary scope differences noted | Canada | Either | Optional (context) | BC and Québec notaries offer broader non-contentious legal services than in other provinces. | Not started | |||||||||||||||||||
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