Establishing secure connection…Loading editor…Preparing document…

Notary Service Report

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

NOTARY SERVICE REPORT AND AGREEMENT

Parties

Recitals

WHEREAS, Client engages Notary to provide mobile and/or in-office notarial services, including witnessing signatures, administering oaths and acknowledgments, and completing notarial certificates in accordance with applicable law; and

WHEREAS, Notary represents that Notary is duly commissioned, qualified, and authorized to perform the notarial acts described in this report and that Notary will verify the identity of signers and maintain required records of the acts performed; and

WHEREAS, the parties desire to set forth the notarial acts performed, associated fees, and the terms governing payment, confidentiality, and dispute resolution.

Agreement Date:

Scope of Work

Notary shall perform the notarial acts and related services described below. Notary will exercise reasonable care in verifying identity, completing certificate blocks, and maintaining log entries for each act.

Notarial Service Report

Date of Service:    Time of Service:

Location of Service:



Payment Terms

Fee per notarial act:

Travel fee (if applicable):    Mileage / other expenses:

Total Amount Due:

Payment is due within days of invoice. Late payments shall incur interest at , with a minimum late fee of .

Term and Termination

This Agreement commences on the Service Date and shall continue until the completion of the described services unless earlier terminated as provided below.

Start Date:    Expected Completion / End Date:

Either party may terminate this Agreement for convenience upon days' written notice. Termination does not relieve Client of the obligation to pay for notarial acts already performed or expenses incurred prior to termination.

Confidentiality

Notary and Client acknowledge that certain information exchanged in connection with performance of notarial services may be sensitive. Each party agrees to maintain as confidential all non-public information disclosed by the other party, and to use such information solely for the performance and administration of this Agreement. Confidential information does not include information that is or becomes publicly available other than by breach of this Agreement, or information required to be disclosed by law or valid court order; in such event, the disclosing party shall notify the other promptly to the extent permitted.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the state governing the notarial commission of the Notary, without regard to conflict of law principles.

Entire Agreement

This document, including any appended attachments and the items recorded in the Notary’s official journal, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, understandings, negotiations, and discussions, whether oral or written. Any amendment must be in writing and signed by both parties.

Notary Certification

Notary certifies that the identity of each signer was verified by the method(s) indicated above, that the signer acknowledged executing the document voluntarily for the purposes stated therein, and that the notarial certificate completed corresponds to the services performed. Notary affirms under penalty of perjury that the statements in this report are true and correct to the best of Notary's knowledge.

Client:

By:

Date:

Notary:

By:

Date:

Enter text✕

What the Notary Service Report Is and When It’s Used

A Notary Service Report documents the notarization event and related actions taken by a notary public, including signer identity verification, document titles, signatures performed, and any audio-video recording or journal entries for remote online notarizations. It serves as an administrative and evidentiary record for lenders, title companies, legal counsel, healthcare providers, and government agencies. Use the report to confirm that formalities were observed, to support chain-of-custody questions, and to provide a timestamped audit trail that may be required for disputes, compliance reviews, or regulatory reporting.

Why a Clear Notary Service Report Matters

A complete, accurate Notary Service Report reduces transaction risk by documenting identity checks, signer consent, and procedural steps. It provides a defensible record for later review, supports compliance with state notary rules and electronic notarization standards, and helps recipients verify authenticity when relying on a notarized document.

Why a Clear Notary Service Report Matters

Who Typically Prepares or Relies on This Report

The Notary Service Report is prepared by the notary and used by parties who rely on notarized documents for legal, financial, or operational purposes.

  • Notaries public and RON providers who must record identity proofing and session details for compliance and audit.
  • Title and escrow officers who depend on notarization evidence when closing real estate transactions and recording deeds.
  • Legal and compliance teams that review notarization logs during audits, disputes, or regulatory inquiries.

Clear distribution and retention of the report help signers, recipients, and regulators confirm the notarial act and any associated remote session records.

Step-by-step: Completing a Notary Service Report

Follow a consistent sequence when completing the report to ensure accuracy and defensibility.

  • 01
    Prepare: Confirm document title, signer names, and required witnesses before notarization.
  • 02
    Verify ID: Document the identity method used and any credential analysis outcomes.
  • 03
    Record Act: Enter the notarial act type, jurisdiction, and date with precise timestamps.
  • 04
    Attach Evidence: Link the journal entry, audio-video file (if RON), and any supporting documents.

How a Notary Service Report Flows Through a Transaction

The report often accompanies the notarized document through signing, review, and final filing or recording steps.

  • Capture: Notary records the session details and evidence in the report.
  • Attach: Supporting recordings or journal extracts are linked to the report.
  • Provide: Report copy is delivered to the document requester or kept by the notary.
  • Retain: Notary and organization store the report per retention policy.

Typical Digital Workflow Settings for the Report

Configure the digital workflow to capture required fields, attach evidence, and route copies to stakeholders automatically.

Field Configuration
Signature Method In-person stamp or RON with recorded video
Authentication Email link, SMS code, or knowledge-based checks
Recording Retention Store audio-video per state retention rules
Recipient Routing Automatic distribution to requester and designated recipients

Technical Considerations for eSubmission and Storage

Choose a platform that captures signatures, audit trails, and attachments reliably during notarization.

  • File Formats: PDF and DOCX support for archiving and redaction workflows
  • Storage: AES-256 encrypted repositories
  • Integrations: Connectors for CRM, document management, and cloud drives

Timelines and Processing Expectations for Notary Reports

Know typical processing expectations so recipients and notaries agree on delivery and retention timing.

Immediate Delivery:

Provide the report copy to the requester at signing completion where practical.

Recording Retention:

RON sessions often require 5–10 years of audio-video retention depending on state rules.

Journal Entry:

Enter transaction details into the notary journal on the same day as the act.

Filing Deadlines:

Record or file documents with external agencies per their posting schedules.

Response Time:

Expect reviewers to request clarifications within 7–30 days of receiving the report.

Penalties and Risks of an Inaccurate Notary Service Report

Refusal to Accept: Document may be rejected by recorders or recipients
Regulatory Penalties: Notary may face fines or administrative action
Civil Liability: Errors can lead to challenges and litigation costs
Criminal Exposure: Fraudulent entries risk criminal charges
Loss of Evidence: Missing recordings impede dispute resolution
Operational Delays: Incorrect reports slow closings and approvals

Common Preparation Mistakes to Avoid

  • Failing to record the exact ID type and number used for verification, which can invalidate the verification trail.
  • Omitting timezone or precise timestamps for RON sessions, complicating cross-jurisdictional disputes and audit reviews.
  • Neglecting to attach or reference the notary journal entry and any audio-video file, creating evidentiary gaps.
  • Leaving blanks in the document title or signer name fields, producing ambiguity about which record the notarization supports.

Security and Compliance Details to Document

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
Audit Trail: Capture IP, timestamp, and action log
Access Control: Role-based access and MFA for administrative users
Retention Controls: Configurable retention per state or policy
Certifications: SOC 2 Type II and ISO 27001 available
HIPAA Support: Business Associate Agreement available where required

eSignature Vendor Comparison for Notary Report Workflows

Compare basic pricing and feature availability for common eSignature platforms used to generate, sign, and store Notary Service Reports.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Yes Yes Yes Yes
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes Varies Varies
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Real-World Examples of Notary Report Use

These real customer experiences illustrate how clear notary records support business operations and compliance.

Martin Properties

Tim Martin, founder, used online notarization to complete closings remotely and preserve compliance

  • RON sessions captured full audio-video evidence
  • The team reduced in-person delays and maintained audit-ready records accessible to title and legal reviewers.

Fertility Centers of Illinois

John Butler, founder, implemented digital notarization and secure storage for patient authorizations

  • signNow integrated with existing systems
  • The organization maintained HIPAA-aware controls and streamlined consent workflows for clinical operations.

Frequently Asked Questions About the Notary Service Report

Answers to common issues when preparing, submitting, or relying on the Notary Service Report.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users