Getting Medical and Insurance Forms Notarized

Common forms that need a notary

• Insurance claim and proof-of-loss forms
• Medical record release authorizations
• Beneficiary designation changes
• Disability and long-term care paperwork
• Reimbursement and benefit appeal forms

If the signer is unwell

The signer must be alert enough to understand what they are signing and must be signing willingly. A notary who visits a hospital or care facility will speak with the signer directly for this reason. If the signer cannot understand or communicate their intent, the notarization cannot proceed and the family should speak with the facility's social worker or a legal professional about alternatives.

Preparing the paperwork

Complete every field except the signature, have the insurer's required identification ready, and ask the insurer whether they will accept an electronically notarized copy — many will, which allows an online appointment instead of a visit.