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Create a Relocation Checklist
-
Fill
out a forwarding address form at the post office 30 days
prior to your move. Also be sure to alert family, friends,
magazines, credit card companies, schools, and professional
service providers of your new address.
- Enroll your children
in school ahead
of time, if appropriate.
- Notify your insurance
agent of your new address
and discuss how your insurance needs may change with your
move.
- Close current bank
accounts if they are not transferable and establish a
new account at your new location. Be sure to keep enough
cash on hand to tide you over until you are settled in.
-
Make the move stress free for your pet. Moving can
be especially difficult for pets. If possible, make
arrangements for your pet to be groomed or stay with a
friend on moving day. If traveling, keep small pets in pet
carriers, and larger animals on leashes. Your vet may
suggest a mild sedative to keep your pet calm during the
trip. Since animals get used to local water, many vets
suggest taking along a supply from your home to help prevent
an upset stomach. Remember to stock up on any pet food and
supplies you are going to need.
- Establish cut-off dates
for your utilities,
and provide these companies with your forwarding address for
final bills. Be sure to make arrangements to have the
utilities at your new home connected. Request any refunds
for deposits you have made.
- Discontinue any
contracted services
such as garbage pick-up, snow removal, and newspaper
delivery. If possible, arrange for these services at your
new address.
- Arrange to have the locks
changed on your new home.
- Obtain all medical
records from doctors,
dentists, optometrists, veterinarians, etc.
If you have already selected new health care providers, have
your records sent directly to them. Be sure to transfer any
prescriptions.
- Cancel or transfer
social, athletic, civic, religious or business affiliations
and memberships.
- Be sure to collect any
items that are out for repair, cleaning, or storage.
- Gather important records
and plan to move these yourself.
Medical records, tax returns, school records and diplomas,
legal documents and titles, birth certificates, insurance
documents, financial records, stock and bond certificates,
family pictures and memorabilia should all be moved
carefully and be easily accessible once you reach your
destination.
- Give your plants away, or
try to sell them
before moving day. Many states prohibit transporting plants
across state borders. If you do choose to move them, put
them in plastic bags with air holes, and pack them in boxes.
Be sure to water them before you leave.
Be sure to keep careful
records and receipts of all your moving expenses. Many
moving expenses may be tax deductible.
For more information,
contact us.
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