Massachusetts law requires certain documents to be acknowledged in the presence of a notary public at a single time and place. The person making the acknowledgment: (1) appears in person4 before the notary public, (2) is identified by the notary public through satisfactory evidence of identification (like a driver’s license, passport, or personal knowledge, see section C below), and (3) indicates to the notary public that the person signed the document voluntarily (or as their free act and deed, see section B2 below) and for the purposes stated in the document and, if the person signed in a representative capacity (like a trustee or a corporate officer), that the person had the authority to sign in that representative capacity. See G.L. c. 222, § 1 (definition of “acknowledgment”). Extracts of certificates of acknowledgment and jurat forms found in G.L. c. 222, § 15(b) and (c) are at the end of this Memorandum.5
With an acknowledgment (as opposed to a jurat), the person does not need to: (1) sign the acknowledged document in the notary public’s presence (it may be signed beforehand and presented to the notary public) or (2) take an oath or affirmation before the notary that the content of the signed document is truthful and accurate. See G.L. c. 222, § 1 (definitions of “acknowledgment” and “jurat”). The additional inclusion of a jurat in a certificate of acknowledgment that otherwise complies with this Memorandum does not render the certificate of acknowledgment non-compliant with this Memorandum.
District personnel should contact the Chief Title Examiner in Boston or their designee if they are in doubt as to the form of certificate of acknowledgment or jurat being used, or as to whether a certificate of acknowledgment or jurat is required.
A. Documents Requiring Acknowledgment
The following documents must be acknowledged to be registered:
- Deeds (excepting conveyances from the United States); see G.L. c. 183, § 29. Included in this category, based on the broad definition of deed, are easement deeds, mortgage deeds, deeds of trust, release deeds found in boundary line agreements, leases, notices of leases, options to purchase, options to lease, assignments of mortgages, collateral assignments of mortgages, and collateral assignments of leases.6
- Purchase and Sale Agreements and their extensions; see G.L. c. 184, § 17A.
- Discharges and Partial Releases; see G.L. c. 183, §§ 54, 54B, 54C, and 55.
- Powers of Attorney, if someone is using the power to execute a document that itself must be acknowledged; and Revocations of Powers of Attorney, if the power being revoked was once acknowledged. See G.L. c. 183, § 32; c. 185, § 110; and paragraph (D) below.
- Homesteads7 and their releases; see G.L. c. 188.8
- Receipts of federal revenue collectors for succession taxes; see G.L. c. 36, § 16.
- Subdivision Covenant Releases and Clerk’s Certificates; see G.L. c. 41, § 81U.
- Tax redemptions; see G.L. c. 60, § 62.
- Documents related to real estate taxes that require an acknowledgment. See G.L. c. 60, § 105 (“Forms to be used in proceedings for the collection of taxes under this chapter . . . shall be as prescribed by the commissioner.”).9
- Incorporation certificates regarding the Roman Catholic Church; see G.L. c. 67, § 44.
- Liens for failure to reimburse the Commonwealth of Massachusetts for removal of wharfs or piers; see G.L. c. 91, § 49B.
- Veteran’s agent liens and their discharges or satisfactions; see G.L. c. 115, § 5A.
- Dissolutions of attachments by plaintiff, or by plaintiff’s executor/personal representative, administrator, or attorney of record; see G.L. c. 223, § 132.
- Notices, releases, or other documents required or permitted to be recorded by G.L. c. 254; see G.L. c. 254, §§ 10 and 30.
- Planning Board Releases; see G.L. c. 41, § 81U.
- Declarations of Trust and their amendments and revocations.
- Condominium Appointments, Acceptances, and Resignations of Trustees, see G.L. c. 183A, § 8, and, if a trust instrument explicitly requires it, Appointments, Acceptances, and Resignations of Trustees.
- General Releases and Releases of a document where the underlying document was required to be acknowledged.
- Disclaimers of Interest of Inherited Property; see G.L. c. 190B, § 2-801(e).
- Release of lis pendens; see G.L. c. 184, § 15.
The forms of certificates of acknowledgment and jurat, as well as the forms of official seals and stamps, set forth in G.L. c. 222, §§ 8 and 15 are acceptable for registration by the court’s registration districts. Portions of G.L. c. 222, §§ 8 and 15 are at the end of this Memorandum.
If a person seeking to register a document that requires an acknowledgment does not use the example forms set forth in G.L. c. 222, §§ 8 and 15, that person must present a certificate of acknowledgment that conforms substantially with the statutory form language set forth in G.L. c. 222, § 15(b), and that has been completed by a notary or other official authorized under Massachusetts law to certify documents for registration. A certificate of acknowledgment that other states may accept is not acceptable for registration in Massachusetts unless the certificate contains all of the elements of the Massachusetts statutory form. The required elements of a certificate of acknowledgment are set forth below and must be legible:
- The certificate must be dated.10
- The certificate must include the name of the person whose signature is being acknowledged (the “Signer”). Section 15(b) of G.L. c. 222 includes examples of forms for indicating in what capacity the Signer is signing the document, such as under a power of attorney. Certificates must use such “capacity” form language even if the acknowledgment is taken outside of the Commonwealth. There are no exceptions to this.11
- The certificate must state that the Signer stated that the Signer executed the document voluntarily for its stated purpose. This requirement applies even if the acknowledgment is taken outside of the Commonwealth.12 The Land Court accepts the language “free act and deed,” “voluntarily,” “voluntarily for its stated purpose,” and phrases of similar import.
- The certificate must include the name of the notary or other official before whom the acknowledgment has been made. General Laws c. 222, § 8(a)13 requires the name of the notary, or other official taking the acknowledgment, be typed or printed below the signature line for the notary or other official.
- If a notary public has taken the acknowledgment, the certificate must include the date the notary’s commission expires using the following language: “My commission expires (date) .” See G.L. c. 222, § 8(a).
- As detailed in paragraph C, below, the certificate must describe the evidence of identity of the Signer.
C. Satisfactory Evidence of Identity
Pursuant to G.L. c. 222, § 1, “satisfactory evidence of identity” of a signer who is a United States citizen is one of the following:14
- At least one current document issued by a federal or state government agency bearing the photographic image of the individual’s face and signature (the best practice is for the certificate to identify that document, such as “MA driver’s license” or “U.S. passport”);
- The oath or affirmation of a credible witness (defined as “an honest, reliable, and impartial person who personally knows an individual appearing before a notary and who takes an oath or affirmation before the notary to vouch for that individual’s identity”) unaffected by the document or transaction who is personally known to the notary and who personally knows the individual15; or
- Identification of an individual based on the notary’s personal knowledge of the identity of the individual.
If the signer is not a United States citizen, “satisfactory evidence of identity” means identification of an individual based on a valid passport or other government-issued document that (a) evidences the individual’s nationality or residence and (b) bears a photographic image of the individual’s face and signature.
D. Powers of Attorney
General Laws c. 185, § 110 requires powers of attorney used for the purpose of conveying registered land to be (1) acknowledged and (2) presented for registration.16 This is true regardless of whether the power of attorney was notarized within the Commonwealth of Massachusetts or in another state. See G.L. c. 183, §§ 29 and 32. Further, pursuant to G.L. c. 183, § 32, “[t]he law relative to the acknowledgment and recording of deeds shall apply to letters of attorney for the conveyance of real estate.” General Laws c. 222, § 15(b) includes examples of the form for indicating signatures affixed in various representative capacities, including under a power of attorney. See Registered Land Guideline No. 15.
The requirement that the signer acknowledge that the power of attorney document was signed voluntarily applies when the power of attorney is being used in connection with the execution of a document that itself requires an acknowledgment. This contrasts with the situation where a power of attorney presented for registration is used in connection with the registration of a document that does not itself require an acknowledgment, such as an affidavit (including a so-called “Eaton Affidavit”). If the affidavit executed under a power of attorney does not require an acknowledgment, the power of attorney does not require a certificate of acknowledgment in the Massachusetts statutory form.
It remains the best practice for all documents presented for registration to include an explicit signature date. A signature date helps avoid any ambiguity regarding the date of execution and ensures an efficient registration review process.17 Nevertheless, documents that do not include an explicit signature date may be accepted for registration provided that the document contains both an effective date and a date on which it was acknowledged by the grantor(s).