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June

Moving Checklist

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Close Up Of Man Carrying Sofa As He Moves Into New HomeGetting ready to move? Your closing date is scheduled, you have started to pack, and hired the movers. But have you taken care of all the logistics?

Here is a list that will help you stay organized:

TWO MONTHS BEFORE MOVE:

•  Contact your insurance agent and transfer medical, property, fire, and auto insurance policies.

•  Notify the schools that your children attend. Let both the old and new school know and ask for their records to transfer. Start the registration process as soon as possible.

•  Inform your doctors and dentists if you will be starting at a new clinic/office ask them to send you a release form that allows them to transfer your records when necessary.

•  Cancel or transfer memberships in your current hometown.

ONE MONTH BEFORE MOVE:

•  Create a folder for all receipts and other moving expenses. Hold on to these because you may be able to use them as a write-off, come tax season (Form 3903).

ONE WEEK BEFORE MOVE:

•  Log onto USPS.com and register to change your address. Complete this task at least one week before your move-in date. Doing this before you move allows time for mail to forward to your new address.

•  Change your address with all financial institutions that you work with:

· Banks and Credit Unions
· Credit Card Companies
· Other Various Loan Providers, etc.

•  Notify your current utility companies that you will no longer occupy your existing home, at least a week before moving out. At this same time, call the utility companies that service your new address and schedule a transfer of service for your closing date.

· Gas
· Electric
· Water/Sewer/City Fees
· Cable and Internet Service
· Trash and Recycling Services

MOVING IN:

•  Clean and inspect. Scrub surfaces, and make sure everything is working properly before your household goods arrive.

•  Unload your items, and begin organizing your new home.

•  Get settled. Pick up any mail being held at the local post office, get a new driver’s license and automobile tags (register to vote while you’re at it), and locate places such as gas stations, doctor’s offices, and grocery stores.

•  Send an email or letter to your friends and family! Let them know what your new address is so that they can take note.

Download a Printable Version here.