California Notary Public ExamNotary Public Duties and AuthorityHard

A Notary Public is asked to notarize a document for a client. The client informs the Notary that they are a party to the transaction described in the document, and the Notary is also a party to the same transaction. What is the Notary's appropriate action?

  1. AAdvise the client that they can notarize the document for another party, but not for themselves.
  2. BPerform the notarization but disclose their involvement in the document's transaction in the journal entry.
  3. CRefuse to perform the notarization due to a disqualifying beneficial interest.
  4. DProceed with the notarization, ensuring all other notarial requirements are met.
Show answer & explanation

Correct answer: C. Refuse to perform the notarization due to a disqualifying beneficial interest.

A Notary Public is disqualified from performing a notarization if they have a direct financial or beneficial interest in the transaction. Being a party to the transaction described in the document creates such an interest, making the Notary unable to act impartially.

Why the other options are wrong

  • A. The Notary is disqualified from notarizing any signature on that document if they are a party to the underlying transaction, not just their own.
  • B. Disclosure does not cure a disqualifying interest; the notarization is still prohibited.
  • D. Proceeding with a disqualifying interest is a violation of notarial law.

Disqualifying Beneficial Interest (Party)

A Notary Public is disqualified from performing a notarization if they are a party to the transaction described in the document, as this creates a direct beneficial interest.

  • Notaries must be impartial.
  • Being a 'party to the transaction' creates a direct beneficial interest.
  • Such an interest disqualifies the Notary.
  • The notarization must be refused.

Memory trick: If your interest is tied, your Notary seal must be denied.

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