Use this guide to prepare practical questions and appointment details. It is general information, not legal advice.
Compare names before booking
Look at the name printed on the document and the identification the signer expects to present. Share any mismatch before the appointment without sending identification images by ordinary email.
Protect sensitive information
Do not email Social Security numbers, complete identification numbers or unnecessary copies of identity documents. Ask what secure verification method will be used when one is required.
Plan for special circumstances
Expired identification, limited access to identification or a recent name change may require additional planning. Raise the issue early so the available lawful options can be discussed without legal advice.