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Moving Checklist

60 days prior

  • Remove unnecessary items from your attic, storage shed, etc.
  • Use things you can’t move, such as frozen foods and cleaning supplies
  • Start a possessions inventory
  • Solicit estimates from three moving companies – moving.com
  • Call your insurance agent to find out how your policy will cover your move
  • Start a folder to begin collecting all moving papers and receipts
  • Prepare a list of things to transfer – school records, medical records, car registrations, driver’s license, change of address, utilities, etc.

45 days prior

  • Contact the IRS or your CPA for tax-deductible information
  • Evaluate your possessions – Can you donate anything? Do you need it all?
  • Notify people of your move – friends, relatives, professionals, creditors, subscriptions, etc.
  • Find healthcare professionals and hospitals at your new location
  • Clean your closet
  • Hold a moving or garage sale or donate items to charities
  • Choose a mover or decide to move yourself
  • Contact your mover to ask about insurance

30 days prior

  • Send furniture, drapes and carpets for repair/cleaning as needed
  • Gather auto licensing and registration documents, medical, dental and school records, birth certificates, wills, deeds, stock and other financial documentation
  • Contact gas, electric, water, telephone, cable, and trash collection companies for service disconnection and connection at your old and new addresses.
  • Request refunds on unused homeowner’s insurance, security deposit with landlord and prepaid cable service
  • Notify your gardener, pool service, etc.
  • Contact insurance companies (auto, homeowner’s, medical and life) to arrange for coverage in your new home

15 days prior

  • Make travel plans
  • Arrange for childcare on moving day
  • Arrange for special transport for your pets and plants
  • Service your car for the trip
  • Contact your moving company and review arrangements for your move

After Closing

  • Complete change of address via the post office and online services for the following:
    • Banks
    • Charge cards
    • Religious organizations
    • Doctor/dentist
    • Relatives and friends
    • Income tax bureau/Social Security Administration
    • Insurance broker/lawyer/CPA/stockbroker
    • Magazines
    • Post office
    • Schools
    • Notify the Department of Motor Vehicles (DMV) of your new address
  • Set up Utilities

Moving Day

  • Carry enough cash to cover cost of moving services and expenses until you make banking connections in new city if needed outside of a debit and credit card
  • Carry jewelry and important documents yourself, or use registered mail
  • Plan for transporting of pets
  • Double check closets, drawers, shelves to be sure they are empty
  • Leave old keys, garage door openers and instruction manuals needed by new owner or tenant

At Your New Home

  • Check on service of telephone, gas, electricity, water and garbage
  • Check pilot light on stove, water heater and furnace
  • Ask mail delivery person for mail they may be holding for your arrival
  • Have new address recorded on driver’s license and car registration
  • Register children in school
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