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Posted by  JanetK_CA on 6/17/19 3:54pm
This is another issue that may vary from state to state. CA (which may be the basis for some of what is in the RULONA) requires that CWs swear or affirm to specific facts after they themselves provide valid ID, and that they sign the notary's journal. I've converted those facts into the form that I have them sign. It seems that most CA notaries don't have CWs sign anything but their journal, which is probably perfectly legal.
I respectfully disagree with Jerry Lucas. Personally, I keep the forms I have CWs sign in a file folder in my own records. (It's locked up with my old notary journals.) Since it's a form that I created and I'm not an attorney, I'm not comfortable providing it to anyone else, nor would I consider it part of a loan package, if that was what was being signed, for the same reason. Also, for the reason you stated, I want to have the back up documentation, just in case any issues later arose. I can't imagine the signer would care, in all but the most unusual circumstances, and I'll bet they'd be unlikely to keep it.
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