Client Form | R&T Notary Services

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Appointment: Mon - Friday, Sat - Sun = 10 A.M - 4 P.M

Call us for Free Consulting: (757) 541-2636

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MOBILE NOTARY & LOAN SIGNING – INTAKE FORM CLIENT CONTACT INFORMATION

Full Name

Phone

Email*

Preferred Contact Method:

Call

Text

Email

APPOINTMENT DETAILS

Requested Date:

Requested Time

Signing Location Type:

Residence

Office

Hospital

Nursing Facility

Facility

Other:

Full Address (Include Unit #):

Parking Instructions (if applicable):

SERVICE TYPE

General Notary Work (GNW)

Loan Signing (Refinance / Purchase / HELOC)

Seller Package

Reverse Mortgage

Commercial Loan

Power of Attorney

Trust Documents

Other:

Hiring Party (if applicable):

Title Company

Escrow

Lender

Signing Service

Individual

Company Name:

SIGNER DETAILS

Number of Signers:

Names of All Signers (as shown on ID):

Do all signers have valid government-issued photo ID?

Yes

No

Type of ID Provided:

Driver’s License

State ID

Passport

DOCUMENT DETAILS

Estimated Page Count:

Delivery Method:

Electronic (Email)

Overnight Mail

Client Provided If electronic

Borrower will print

Notary must print

Printing Requirements:

Letter

Legal

Both

Do documents require:

Witness(es)

Notary to provide witnesses ($ fee applies)

CRITICAL REQUIREMENTS (READ CAREFULLY)

Please confirm the following:

Documents are NOT signed prior to appointment

All signers will be physically present

Valid, unexpired photo ID will be presented

Names on ID match documents

Documents are complete (no missing pages)

SPECIAL CONDITIONS (IMPORTANT)

Signer is elderly

Signer is hospitalized

Signer has limited mobility

Signer does not speak English fluently

Signer may require additional time

Additional Notes:

SERVICE ADD-ONS

Mobile Travel Service

Same-Day / Rush Appointment

After-Hours Appointment

Printing & Document Handling

Scanbacks Required

Witness Coordination

FEE STRUCTURE (DISCLOSED UPFRONT)

Notarization Fee: $

Loan Signing Fee: $

Travel Fee: $

Printing Fee: $

Scanback Fee: $

After-Hours / Rush Fee: $

Witness Fee: $_

Estimated Total: $

CANCELLATION & NO-SHOW POLICY

Same-day cancellations may incur a trip/print fee

No-show clients may be charged a minimum service fee

Printed documents may incur a print fee even if canceled

CLIENT AGREEMENT

I understand and agree:

• The notary is not an attorney and cannot provide legal advice

• All identification must be valid and unexpired

• Incomplete or pre-signed documents may result in refusal of service

• Fees listed above are agreed upon prior to appointment

Client Signature:

Date:

NOTARY USE ONLY

Confirmed Fee: $

Payment Status:

Paid

Pending

Notary Name:

Commission #:

State:

Email*

R&T Notary Services

At R&T Notary Services, we go beyond simply meeting expectations — we strive to exceed them. Our expertise spans a wide range of sectors to ensure your documents and transactions are handled with precision and professionalism.

Quick Links

Services

Legal Offices &

Attorneys Real Estate Professionals

Financial Banking

Healthcare Providers

Medical Facilities Schools

Small Businesses &

Private Individuals

Contact

User

(757) 541-2636

Give Us A Call

rtnotary03@gmail.com

Drop Us a Line

100 7th St Suite 104, Portsmouth, VA 23704

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