Signers' privacy: the notary journal

notary journal openThis is what my notary journal looks like when it's open:

'Hey, I can't see anything!'

That's precisely the point. When I'm doing a real estate closing, or notarizing a document for the general public, I have access to sensitive information. The signers are trusting me, as a notary public, to not divulge any of the information that is in my notary journal. It's my duty to protect the privacy of those people.

It's a very simple piece of black plastic. I clip it to the page with a binder clip. It covers the entire page. I move the privacy protector down for each person who appears before me so that they cannot see any of the information of the person who previously appeared:

notary page protected

What kind of information do I keep in my notary journal?

Each journal entry is divided across 2 pages. This is the left side of the journal:

notary journal - left side

  • The first thing I do is record the date and time of the notarization.
  • In the next column is a place for the type of notarization (i.e. jurat, acknowledgement, etc.).
  • The information in the next column indicates the address where the notarization was performed.  Many times I will do a closing at the person's place of work, or at a restaurant. That address goes in this column.
  • Document Kind or Type/Date: The majority of my work is loan closings, so that column will reflect each type of loan document (i.e. Occupancy Affidavit, Deed of Trust, etc.) Each document will get a separate line.
  • Name and address of signer. This is the address that is on the identification. It might be different than the address where the notarization was performed.

This is the right side of the notary journal:

notary journal - right side

  • The first column indicates how the signer was identified: driver's license number (or passport #, military ID, etc.). I'll include the issue date and the expiration date, as well as the date of birth of the signer.
  • Additional Information: Occasionally the signer will be signing with a Power of Attorney. I will write that in this column. This is also a place for comments about any irregularities, etc.
  • Notary Fee:  Occasionally I will charge nothing for notary services (i.e. adoption notarizations, special interests), in which case I will write 'pro bono'.
  • The next 2 columns are self-explanatory.

My thinking is that, Signer B does not need to know who Signer A was, or what they had notarized (unless they happen to be husband and wife at a real estate closing).

notary journal in zip lock pouchWhen my journal is not in use, I keep it in a zip lock pouch, stored inside my briefcase, which is always in my possession. 

I never leave it in my car, even though my car is locked.

 

 

It's just a simple piece of plastic that covers the page of my notary journal, and a simple thing to do to protect the privacy of the signer.

 

 
Post is included in group: Colorado Notary

8 Comments on Signers' privacy: the notary journal

As always, good information, Leon. I used to use slips of card stock and paperclip them in place.

I got tired of keeping track of all my different sizes to cover 1, 2, & 3 entries so I designed a journal with a snap in security shield. It is put together with a comb-binding and the plastic shield can be snapped into the comb-binding on any page you need it. In addition, I designed it in such a way as to have the whole entry on one page. Now with the comb-binding, I can fold it back to nearly 360 degrees. It also is tailored to the Signing Agent for multiple documents to be listed in one entry.

Check it out: http://notarycentral.net/index.php?main_page=product_info&cPath=1_4&products_id=582

 

03/25/2008 01:26 PM by Linda Kassis (Halitek Industries LLC/United Notary Association of America)


Very customer centric approach!  This is thinking in the best interest of your clients. Personally, I find professional notaries to be some of the most concerned and caring people when comes to protecting client's pesonal identifiable information.

03/25/2008 07:00 PM by Find a Notary Public | needAnotary (QEC Internet Services)


I like both the ideas presented here by Leon and Linda.  I have been using blank yellow sticky notes to cover signer name/address, ID info, and signature.  I just move them and add them as necessary.

03/27/2008 05:05 PM by Linda de Bree (Linda de Bree, Notary Public)


This is good advice on a subject that is probably not even considered by most notaries.

03/27/2008 11:04 PM by Brad Mills (MyNotarySource.com)


Good idea!  Great to see the depth notaries to protect their client's privacy.

04/10/2008 11:59 PM by Find a Notary Public | needAnotary (QEC Internet Services)


I love the ideal of black plastic. Gives the borrower an extra sense of privacy.

05/08/2008 10:44 PM by Jacqueline Dyson (Dyson's Mobile Notary Service)


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Notary: Leon Austin, Colorado Notary Signing Agent (Austin Mobile Notary Services)
Leon Austin, Colorado Notary Signing Agent
Colorado Springs, CO
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