What to Bring to an Appointment: A Universal Checklist

Find the official list first

Almost every organization that books appointments tells you what to bring somewhere: in the confirmation email, on the booking page, or in an FAQ. That list always beats a general checklist like this one, because requirements differ a lot. For example, the IRS lists the ID and documents to bring to a Taxpayer Assistance Center appointment on its own page, and the State Department lists exactly which documents and photocopies a passport application needs.

If you can’t find a list, call or message the organization and ask: “Is there anything specific I need to bring?”

The core checklist

These items are needed for a large share of appointments:

• Valid photo ID — usually a driver’s license, state ID or passport. Check that it hasn’t expired.
• Your confirmation — the email, text or reference number.
• Forms — any form you were asked to fill out in advance, completed and, if required, unsigned until you are told to sign.
• Supporting documents named in your instructions, such as proof of address, a birth certificate or a previous letter.
• Payment method if there is a fee — some offices only accept certain types of payment.
• Insurance or member card for medical, dental, vision and pharmacy visits.
• Glasses, hearing aids or other aids you need to read forms or communicate.

Originals or copies?

Government offices often need to see original or certified documents, and some also ask for a photocopy to keep. The State Department, for example, asks passport applicants to bring original citizenship evidence plus a photocopy, and a photocopy of their ID. Don’t assume either way — check the instructions for your appointment.

By appointment type

• Medical or dental: insurance card, list of medicines and doses, recent test results, questions. See preparing for a doctor appointment.
• Government office: original documents, completed forms, any notice or letter you received. See Social Security office appointments.
• Car service: keys, wheel-lock key if you have one, notes on the problem. See car service appointments.
• Bank or notary: ID and the documents involved — and for notarization, don’t sign in advance unless you know the notarization allows it, since some must be signed in front of the notary. See notary appointments.

Pack the night before

Put everything in one folder or envelope, in the order you will need it. Take a photo of each document on your phone as a backup reference (but don’t rely on it if originals are required). Leave the folder by your keys so it doesn’t get left behind.

What not to bring

Unless you are told otherwise, leave behind valuables you don’t need and items that might not be allowed through security, especially at federal buildings. If you are unsure, check the office’s visitor rules.