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Moving Checklist

Use this handy checklist to help keep you on track before, during and after your move.

8 Weeks Before Your Move

  • Create a "move file" to organize estimates, receipts, contact information and other important documents.
  • Some moving expenses can be deducted on your next tax return; check with the IRS or your accountant for details.
  • Establish a budget for moving expenses; begin collecting estimates and quotes from moving companies. (To move coordination form)
  • If you're moving out of the area, start to gather information about your new community.

7 Weeks Before Moving

  • Organize your medical and dental records - including prescriptions and shot records. Ask your existing doctors if they can refer you to a care provider in your new city.
  • Arrange to have school records transferred to your children's new school district and/or daycare.
  • Ask your insurance agent about potential changes in your policies. Check to see if moving is covered and arrange for insurance for your new home.
  • Gather auto registration(s), licenses, birth certificates, etc.
  • Contact health clubs or other organizations you have joined to arrange to end, sell or transfer your membership.

6 Weeks Before Moving

  • Select a moving company.
  • Take inventory of those items that are valuable or difficult to replace. Consider shipping these by certified mail or carrying them with you.
  • Create a list of friends, relatives and businesses for change-of-address notification.
  • Go through your home to identify what you can get rid of. Start planning a yard sale or contact your local charities.
  • Plan to use up or discard of things that can't be moved, such as frozen foods, bleach and aerosol cleaners.

5 Weeks Before Moving

  • Start collecting boxes and other packing supplies.
  • Pinpoint dates and times for your move.
  • Plan ahead for parking and ensure you will be complying with any rules or restrictions.

4 Weeks Before Moving

  • Reserve or schedule your moving vehicle with moving company.
  • File a change of address. If you don't know what your new address will be, ask the postal service to hold your mail in their office in your new city. Notify banks, charge/credit cards, religious organizations, dr., dentist, relatives and friends, tax bureaus, social security administration, insurance broker, lawyer, accountant, stock broker, magazines, schools.
  • Notify gardener, snow removal service, pool service.
  • Call your newspaper courier and set a date to cancel or transfer your subscription.
  • Contact utility companies to disconnect, transfer or connect services. Keep current services active just beyond your move date and have new services available prior to your move-in date.

3 Weeks Before Moving

  • Make sure all library books have been returned and that all dry cleaning or items out for repair have been picked up.
  • Start packing items you don't use often. Also start disposing of the items you've designated for a yard sale, donation or the junk yard. If you donate, be sure to get a receipt for income tax purposes.
  • Decide if you will keep your plants or give them away.
  • Dispose of flammables, corrosives and poisons.
  • Have your automobile(s) serviced.

2 Weeks Before Moving

  • Hold yard sale.
  • Contact your bank and/or credit union to transfer or close accounts. Clear out safety deposit boxes. Pick up traveler's checks or cash for "on the road" expenses.
  • Confirm travel arrangements.
  • Confirm parking.

1 Week Before Moving

  • Finish packing and prepare an "essentials" box. Set aside several boxes and items as "last load" items. Pack your suitcases and valuables separately.
  • Drain all gas and oil from your mower and other motors. Gas grills, kerosene heaters, etc. need to be emptied as well.
  • Empty, defrost and clean your refrigerator at least 24 hours before moving day. Prepare all appliances for loading.

Moving Out

  • If you've arranged to work with a moving company, be sure you are there in person when they arrive. If you are unable to do this, work closely with a friend or representative to be present.
  • If you have rented a vehicle and are moving yourself, load your goods in a pre-designated order, saving "last load" items for the rear of your shipment. This might include your vacuum cleaner or bed sheets.
  • Check every room, closet and cabinet one last time before deciding everything is loaded.
  • Confirm your destination address and contact information en route.
  • Leave a note with your new address in the house so that future residents can forward any stray mail.
  • Keep a friend or family member informed of your plans and "whereabouts" in case of an emergency or unforeseen event.

Moving In

  • Look things over and ensure your new utilities have been connected.
  • Check appliances and systems to ensure all are working properly, and arrange for repairs if necessary.
  • Check to see if your mail is making it to your new address or pick up any mail being held.
  • Consider where you want furniture and appliances placed.
  • If you're working with a moving company, make sure you're present upon their arrival or arrange for someone to do so in your absence; arrange payment.

After the Move

  • Keep all receipts and documentation in your move file and store the file in a safe place. You'll be glad to have everything in one place at tax time.
  • Get a new driver's license and new tags for your automobile.
  • Register to vote.
  • Contact the local paper for a new subscription.
  • Get referrals for doctors, dentists, barber/salon services, childcare, etc.
  • Get referrals for quality plumbers, painting contractors, lawn maintenance, etc.
 

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