Pronoun Issues Challenged on CA Certificates by Customer

Yesterday I had an unusual encounter with a customer who waited until after my notarization was completed to inquire with her recipient of the document. Kathy took a careful look at my certificate and then checked instructions claiming she forgot she had problems with having certificates rejected in Chicago related to circled pronouns. This has never happened to me in the past 15 years and I knew it was really too late that I had already completed the lawful certificate.

I would have left out the delineations had she asked but I wasn’t willing to do it over again. California law hasn’t changed with any new certification forms related to pronouns but the CA SOS says it’s okay not to fill them out.

It’s hard to help my customer understand California certificates are based on the law in our State that Chicago can’t lawfully reject them over such issues. I don’t expect to hear from her again.

1 Like

You could have told her you completed correct notarizations, which she has to pay for. She is free to unstaple them and throw them away. Then you could do them again, but those would be new notarizations and you will charge for the new notarizations.

3 Likes

In California, it’s OK to notarize a signature using the embedded acknowledgment as long as we dont ID the signers’ title. We do have to use our state-specific jurat.

Now the question. (UPS) accepts walk-in notarizations. Notaries are truly thrown under the bus because no one wants to be screamed at in a public place because of a misgendering. There are serious civil penalties for not completing an acknowledgment at the time of the notarization. Leaving that part blank is probably opening a door to having the notarization later rejected in court, and I doubt that E&O covers it. I noticed when I renewed my driver’s license recently that I could choose not to reveal my sex. Having not yet been presented with an ID without that information I figured when the time came I would just ask the signer and go with whatever I was told. That would hopefully give me plausible deniability. As we all know, those questions are there to prevent fraud. Leaving it blank allows some unscrupulous person to later add a name and commit felony mortgage fraud. As the poor notary, you might get cleared of wrongdoing, but you can kiss your bond goodbye.

1 Like

I’ve read that the CA SOS has issued guidance that the he/she/they wording can be left as is. I don’t know if the guidance discussed the is/are wording. The CA jurat wording doesn’t mention gender.

The way I read CheryIM’s post, it seems like she circled the relevant gender and the signer told Cheryl, after Cheryl was finished, that she didn’t want the gender circled. Of course there’s no way to uncircle the gender except by replacing the certificate.

As for the certificate being rejected because the gender wasn’t circled, anybody can reject anything. According to Cheryl’s signer, somebody in Chicago has a reputation for rejecting certificates that HAVE the gender circled. There have been reports in forums that CA recorders have rejected certificates because the notary deleted all but the correct gender while the document was in electronic form, and the finished certificate just said “he” rather than he/she/they.

The last time I did a document headed to CA, I just struck the certificate out, initialed, wrote “see attached VT compliant certificate” and attached a VT short certificate that doesn’t mention gender.

1 Like

Thanks for your feedback. I actually ended up leaving it the way I wanted that it was correct and she should have asked me prior to my working on the document. I wasn’t about to do it over again.

1 Like

Yes I know they said it’s okay not to work on the pronouns. The confusion over the issue is anyone can reject an acknowledgement if they so please, but it doesn’t make it legal to do so.

1 Like

Remember,votes count!!!

1 Like

I always prepare 2 copies, unless the client already has the document. That makes it easy to use the customer copy to correct.

Hey Cheryl, if you look at this year‘s handbook, I believe they put a note in there stating that notaries should not alter the pronouns in a certificate any longer.

Excerpt from 2024 California Notary Handbook under Acknowledgment:

“Note: California notarial law does not provide a provision requiring a California notary public to cross out, or not cross out, pronouns such as he/she/they, on a notarial certificate
”

My interpretation would be that it’s okay to do either – cross out pronouns or not. I continue to cross out and underline.

p.s. last newletter was published 2020

Hello,
Recently did my class and exam with the NNA. The teachers said CA does not allow CA notaries to specifiy gender anymore.
Matt can you help with clarifying as there seems be 2 different reports as to what the handbook says and actually means.
Thank you!

I do not circle pronouns at all for several reasons


Just called SOS and they said notaries have a choice - can either select the pronoun or skip it altogether. And 2024 handbooks are only in PDF - no handbooks to mail out to us in September.

1 Like

Just here to say, I received my new handbook last week.

Hi Matt, I saw that too. The clerks at the Sacramento office of the Secretary of State have been reviewing my acknowledgments and jurats several times a week for decades. To have one rejected for that reason would potentially harm both my clients and my business. My other concern is does that “note” legally absolve the notary from for example potential mortgage fraud if someone is added to the document after the notarization? The common sense answer is no unless there is an actual legislated change in the acknowledgment such as when the disclaimer was added or when “personally know” was removed.

Wow! CA SOS hasn’t mailed me a handbook in YEARS. In fact, I recently discovered that there WAS a 2024 handbook. No email notification, nada. And, yes, I HAD checked for a 2024 handbook early this year. It wasn’t on their site. I don’t know when they got around to issuing it.

You have to request it. I received mine last week, it didn’t take very long from the time I made the request.

Thank you so much, v.benitez15227!

This topic was automatically closed 90 days after the last reply. New replies are no longer allowed.