How to Write a Notarized Financial Letter

by Roger Thorne J.D.; Updated September 26, 2017

A public notary, sometimes known as a notary public, is a state authorized official who provides a variety of services, such as officially recognizing documents or signatures. A notarized financial letter is a letter about finances that a person has signed before a public notary. Notaries do not serve to prove the validity of the information provided in a letter; they only serve to identify and officially record that the people signing are who they claim to be. Talk to a lawyer in your state if you need legal advice about drafting a financial letter for notarization.

Items you will need

  • Letter
  • Public notary
Step 1

Write the letter. Your financial letter will depend on your circumstances, but should include all the information relevant to your needs. If, for example, you're requesting specific financial information from a company, include all the information the company needs to fulfill your request, such as your name, date of birth and the kind of information you're seeking.

Step 2

Include a signature section. You must sign your letter in front of the public notary and the notary has to affix a seal to the letter near your signature that indicates she witnessed you sign it. Leave enough room at the bottom of the letter, at least a couple of inches, or extend the letter to a second page if needed.

Step 3

Find a licensed notary. All states have notaries public who serve to officially recognize documents. You can usually find a notary at a bank or other financial institution who will notarize a document for you, but call ahead and ask if there is a public notary available.

Step 4

Go to the notary's business. You must travel to where the notary works and bring a form of identification, such as a driver's license or passport. Once the notary proves your identity, you can sign the document. If you need someone else to sign, bring that person with his own appropriate identification.

Step 5

Pay the notary's fee. Not all notaries require a fee, though you may have to pay a nominal amount for the notary services. This amount varies among states but is often less than $20.

About the Author

Roger Thorne is an attorney who began freelance writing in 2003. He has written for publications ranging from "MotorHome" magazine to "Cruising World." Thorne specializes in writing for law firms, Web sites, and professionals. He has a Juris Doctor from the University of Kansas.