Here is a comprehensive checklist to help you stay on track while preparing for your move.
2 months before moving
Research moving company options. Get an estimate in writing from each company.
Create a MOVE FILE to keep track of estimates, receipts, and other important information.
Organize your kid’s school records and arrange for them to be transferred to their new school district.
1 month before moving
Check with the IRS for possible tax deductions including moving expenses.
Contact the Chamber of Commerce to request their new resident package.
Call your insurance agent to see what changes to expect in your policies for changing states. Ask if moving is covered and arrange for insurance for your new home.
Subscribe to the newspaper in your new hometown to start learning about event and local culture.
Get your new home ready – contact painter, carpenter, plumbers, roofer, etc so your home is ready when you arrive. Remember to change the locks on all the doors in your new home.
Be sure to get all required paperwork to your lender in a timely manner.
Fill out change of address order for post office – to www.usps.com/realmove
Transfer any magazine newspapers you subscribe to. If you have a number of subscriptions, try www.oneswitch.com , a website that will forward your new address for free to all your periodicals and that are on its list of hundreds.
Fill out an IRS change of address form.
Other people to inform about new address:
o Friend and family
o Insurance companies
o Credit cards companies
Make arrangement with moving company or reserve a rental truck.
Take a photographic or video inventory of household furniture and belongings.
Obtain packing supplies:
o Packing tape
o Permanent markers
o Colored stickers – to sort our boxes by room
o Newspapers or other cushioning material
o Rope and/or twine
Transfer memberships in churches, clubs civic organizations, health clubs.
Obtain medical and dental records, x-rays and prescriptions histories. Ask doctors and dentist for referrals and transfer prescriptions.
Set up saving and/or checking account in your new city.
Start using up food items so that there is less left to pack and spoil.
Donate unwanted items or hold a garage sale.
Start packing rarely used or seasonal items.
2 weeks before moving
Confirm moving company or rental truck.
Arrange to be off from work on moving day.
Arrange for help on moving day.
Clean rugs and clothing, and have them wrapped for moving.
Close bank accounts and have your funds wired to you new bank. Before closing, make sure there are no outstanding checks, or automated payments, which haven’t been processed.
Collect valuables from safe deposit box. Make copies of any important documents before mailing or hand carry them to your new address.
Make sure all library books have been returned and all dry cleaning or items for repair have been picked up.
Start packing! Pack one room at a time. Label each box and indicate:
o Which room it goes in
o If it is fragile
o If it should be unloaded first
1 week before closing
Switch utilities and subscriptions to your new address. Arrange to have the services up and running on settlement day before you move in, and disconnected form your current home the day after you leave. If you have ‘last month’ deposits with services, such as water or gas company, request your refund.
o Magazine subscriptions
Purchase moving insurance if you have antiques, collectable or other valuable.
Pack travel kit: put aside critical items like checkbook, credit cards, personal phone book, ID, flashlight, keys, toiletries, tools paper plates, cups, towels travel alarm, aspirin bandages and game for kids. Also, pack a suitcase with clothing and other personal items.
1 day before moving day/settlement
Be sure to get a certified or cashier’s check for the amount you’ll need to bring to settlement.
Prepare written directions and contact information to give to movers.
Finish packing except for the few items you’ll need tonight and tomorrow.
On moving day/settlement
Pack last few items.
Double check that closets, drawers, cabinets, shelves, storage rooms, attic and dishwasher are empty.
Carry important documents, currency and jewelry personally.
Be sure the driver has correct delivery address. Exchange mobile phone numbers with driver.
Leave a note with your new address in the house so that the future resident can forward any stray mail.
Bring photo ID, certified or cashier’s check, personal checkbook and other necessary documents that may be required (i.e. power of attorney, trust documents, death certificate, etc.) to settlement company.
After your arrival
Renew your driver’s license, auto registration, and tags.
Revise your will and other legal papers to avoid longer probate and higher legal fees.
Locate hospitals, police stations, veterinarians, and fire station near your new home.
Register to vote.
Contact the local newspaper for a subscription.
Change locks on the new home.
Keep in touch with us. We would welcome any news of your new start and would love a referral if you were content with our work.