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5 contributions to Notary Business Guidance
Filling Out Patriot Act Form for POA
I had a situation where the Title company wanted me to fill out the Patriot Act form for a AIF incorrectly. Here's what happened, they asked me to ask the AIF to give her husband DL to me, then I was suppose to fill out his form with his information, then sign it. I replied with info below. They haven't got back with me, and it over 4 days. Not sure if SS will pay me for this order even though I completed the whole order. I put the AIF info on the POA form with her DL, not his because he was not their, but they did want that ... what do you think and what would you have done in this situation? I may just have to consider this payment a lost. It would be illegal for me to put John Doe's (fake name) driver's license information on the form because I did not see him face to face, so I can only put the information for the POA. Here is legal information that are passed on previously, and I will give it to you again. I will not sign the Patriot act forum with John Does information on it because he was not there. [Google: NNA] When filling out a USA PATRIOT Act Customer Identification Program (CIP) form for someone acting under a Power of Attorney (POA), the notary or signing agent should record the identifying details of the Attorney-in-Fact (the person signing), not the principal. Follow these steps to ensure the form is filled out correctly: Name: Write the name of the Attorney-in-Fact, followed by their representative capacity (e.g., "John Doe, Attorney-in-Fact for Jane Doe").Identification: Record the government-issued photo ID (e.g., Driver's License or Passport) belonging to the Attorney-in-Fact. Fill in the ID number, issue date, expiration date, and issuing state as required by the form. Personal Details: Provide the Date of Birth, residential address, and Social Security Number of the Attorney-in-Fact. Your Title: When signing or filling out your own title on the Patriot Act form...
5 likes • Jun 14
I will not complete a Patriot Act Form for anyone that doesn't appear before me. I have had several AIF signings where two forms were included one for the principal and one for the POA, I only completed the form for the AIF who was present. I was paid the full fee and it was never mentioned as an issue.
You Now Have My Entire Team 💙💛
Happy new month, everyone! 🙌 Starting today, you don't just have a community. You have my team. 8 people from The Closing Signing Service, every member involved in operations, are now here with you and ready to answer your questions. You'll see them introducing themselves today, so take a moment to get to know them. One thing I ask: be kind and mindful of their time. We work in a fast-paced environment, so a little patience goes a long way. And if you know other notaries who are serious about growing, bring them in. This group is about sharpening your skills, getting real answers from people who actually do this work, and becoming the kind of signing agent clients trust and keep calling back. Honestly, this does not exist ANYWHERE else. No other notary community gives you direct access like this. You ask, we answer. That simple. We're so happy to have you here. We are training notaries to better serve our clients. How does it feel to have the whole TCSS team in your corner?
Poll
41 members have voted
3 likes • Jun 14
Nice to meet you all!
Hello All
Hello everyone! I'm new to the group and wanted to introduce myself. I've been a notary for three years part-time and am thinking this will be my year to go full-time. I'm commissioned in Texas and serve the area NW of Austin.
1 like • May 20
@Josetta Lopez thank you! We can do it!!!
0 likes • May 20
@Verquishala Lott welcome!
Before your very first signing… 👀
What’s one thing you wish someone had told you beforehand? •⁠ ⁠Something you learned the hard way •⁠ ⁠Something that surprised you •⁠ ⁠Or something that would’ve saved you stress. Could be about: 📄 Documents 🖊️ The signing table 📞 Communication 🚗 Scanbacks / shipping 😬 Nervousness Let’s help the newer notaries in the community by sharing real experiences 👇
1 like • May 20
@Josetta Lopez one of my coaches said the documents can’t hurt you they are only paper. For some reason this really helped me get past the fear.
How did you find out about this community? 👀
We’re curious to know what’s bringing everyone here 😊 Drop your answer below 👇
Poll
25 members have voted
2 likes • May 18
I found about the community via the website launch email. Happy to learn of it and to be here!
1-5 of 5
Marsha Wier
3
44points to level up
@marsha-wier-6940
Founder of a mobile notary business, building locally and helping people with life’s important documents.

Active 14h ago
Joined May 16, 2026
Leander
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