Southern California real estate - Relocation Moving Checklist - Fran and Rowena


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Fran and Rowena

(818) 952-0077
(818) 952-2321

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Dilbeck Real Estate
Real Living
1030 Foothill Blvd.
La Canada Flintridge, CA 91011


Relocation and Moving Checklist

Use our exclusive Relocation Worksheet©

to simplify and organize your move!

©Copyright 2003-2013 Fran and Rowena. All rights reserved.
Fran and Rowena

  • 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

  • Bank:
    _____ 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

  • Insurance:
    _____ 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:
    _____ newspaper(s)
    _____ gardener
    _____ hair stylist
    _____ pest control
    _____ bottled water
    _____ pool service
    _____ other services (laundry, dry cleaners, etc.)

  • Pets:
    _____ 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

  • Memberships:
    _____ 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

  • Keys:
    _____ 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

Do you have questions or comments?

Contact Fran and Rowena

Telephone:  (818) 952-0077

email Fran and Rowena

Online Contact Form

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.

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©Copyright 2003-2013 Southern California Real Estate.  All rights reserved.
Fran Vernon - of Fran and Rowena
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