Relocation Checklist

Two Months Before Moving

  • Finalize all property and rental needs.
  • Get familiar with your new community. Request information on community programs, parks and recreation, schools and more.
  • Make all travel arrangements for your move, including moving company and storage facilities if needed.
  • Organize and downsize unneeded personal belongings. The less you have to move, the lower your cost.
  • Keep receipts for moving related expenses (many will be tax deductible). Obtain your IRS Change of Address Form 8822 , Moving Expenses Form 3903, and Social Security Administration.
  • Check with insurance carriers and transfer if needed (car insurance rules and laws differ by state). Be prepared to update your rental or homeowners insurance if needed.
  • Create a packet of all important medical, legal and financial documents.
  • Arrange to have records, such as school and medical, transferred if needed.

One Month Before Moving

  • Change your legal address and forward your mail Change of Address Form. Notify important contacts of your new address.
  • Cancel all existing utilities and get utilities set up at your new address. When canceling, make sure you give a forwarding address for final invoices.
  • Cancel automatic payment plans and cancel/transfer memberships such as health clubs, organizations and groups.
  • See if your bank has a local branch. If not, plan accordingly by opening a new bank account. If you have automatic electronic payment, make sure to update it with your new account and banking institution. Empty your safe deposit box (if applicable).
  • Take your vehicle(s) in for a tune-up.
  • Make sure all of your prescriptions are filled and transfer all prescriptions to a local drug store.

Moving In