Relocation and Moving Checklist
Do you have
questions or comments?
Use our exclusive Relocation Worksheet©
to simplify and organize your move!
©Copyright 2003-2013 Fran and Rowena. All rights reserved.
- Change of Address:
We have put together a list of places you will want to remember to change your address!
Click here: Change of Address list
_____ set up account in new city to allow time for imprinted checks
_____ set up any automatic withdrawals at new account
_____ set up any automatic payments at new account
_____ empty safe deposit box - arrange safe deposit box at new location
_____ close/transfer accounts - checking, savings, CDs
_____ purchase travelers checks or have cash to cover moving and other expenses until arriving at your new location
_____ notify of new address: life insurance, health insurance, automobile insurance, boat insurance, homeowner's (fire), renter's
- Utility Companies:
_____ notify gas, water, electric, telephone, cable, satellite dish, internet access, trash
_____ arrange for return of security deposit on file
_____ cellular telephone
_____ home security company
- Community Associations:
_____ notify of change of ownership
_____ return keys to community facilities/post box
_____ arrange for return of security deposit/unused portion of dues
- Service Providers:
_____ hair stylist
_____ pest control
_____ bottled water
_____ pool service
_____ other services (laundry, dry cleaners, etc.)
_____ arrange for transfer of medical history file to new vet
_____ find out about necessary licenses, vaccinations, etc. at new location
_____ arrange for transport to new location
- Moving Cards:
_____ have printed with new address, phone number, fax number, e-mail address, etc.
- Medical and Dental files, including optician, optometrist, orthodontist and prescriptions:
_____ get referral to new service providers
_____ arrange for transfer of files/history/x-rays/prescriptions
_____ cancel/transfer membership to gym/health club, etc.
_____ cancel/transfer motor club membership
_____ arrange for return of any deposit on file or unused portion of membership
_____ other club(s)
- School records:
_____ arrange for children's school records to be transferred
_____ If applicable, find out the procedure for ordering high school transcripts to be sent directly to colleges so you are prepared to do so when child applies to college
- Telephone book:
_____ pack current local telephone book(s) for easy access to phone numbers/addresses in the event they are needed
_____ collect all keys to current residence
_____ return keys to neighbors/friends that you might have
- Remove anything from secret hiding places (attic,
basement, etc) or in a safe
- Return library books, video rentals, etc.
- Clean out lockers at school, gym
- Leave your forwarding address with the new owner/tenant and offer to pay postage to forward mail.
- Leave for new owner/occupant: architectural/landscape plans; instruction manuals
Contact Fran and Rowena
Telephone: (818) 952-0077
email Fran and Rowena
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Information deemed reliable but not guaranteed. You are advised to consult with your attorney, tax advisor, estate planner,
financial advisor or other appropriate professionals to seek counsel and verify information for your situation.
©Copyright 2003-2013 Southern California Real Estate. All rights reserved.
Author: Fran Vernon - of Fran and Rowena
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