As time gets closer to your move, you are going to have a lot on your plate; this area will cover some important topics that will help you till about 6 weeks before your move date.
8-10 WEEKS BEFORE YOUR MOVE:
START A MOVING FILE FOR YOUR RECORDS: Whether it is moving receipts, expenses, checklists, best price movers, a plus movers, or truck rental companies, estimates, contracts, moving coordinators, sales reps, etc. Have a place where you can go to one location, and have all your contact information together.
CONTACT YOUR ACCOUNTANT OR IRS TO SEE WHATS TAX DEDUCTIBLE: You may be able to write off some things at the end of the year from your move, or get some money back from your moving expenses. The internal revenue service has a form (IRS PUBLICATION 521, MOVING EXPENSES, and Form 3903 for tax deductible items for moving expenses, you can also get the change of address Form 8822 from the IRS these are all printable on the www.irs.gov)
FIND A NEW HOME: Start looking for your home, apt, condo, townhome, gets your financing/finances in line for your move with your banks, financial institutions. Find a home and confirm where you will be moving to. Continue Researching your community (schools, kid’s needs-activities, doctor’s offices, fun things for them, banks, pet’s needs like parks, pet laws, licensing, etc)
START TRANSFERRING MEDICAL RECORDS IF YOU ARE MOVING TO A DIFFERENT STATE, OR NOT KEEPING SAME DOCTORS, DENTISTS, THERAPISTS, VETS, ETC.: It’s good to do this in advance; you never know when you or a family member may become ill.
CONTACT YOUR NEW CHAMBER OF COMMERCE/CITY HALL: Every city should have some kind of welcome package or brochure for new residents in the area, this can help you get acclimated with your new neighborhood.
As I said before, relocating is not an easy task, there is a lot of planning especially if you have a family, pets, etc to worry about, and that is why we help ease you into this.
6-8 WEEKS BEFORE YOUR MOVE:
PICK YOUR MOVE DATE: Start getting closing dates together, narrow down a date for when your move will take place, Get your financing finalized, Finalize picking your new home, leases signed, security deposits down or arranged to be paid, etc.
COMPANY RELOCATION: If your company is paying for your relocation, find out what rules and restrictions apply with your move, and what you need to do for the reimbursing factors, and whether they have a full service mover they already use or how much you will be reimbursed, or if they want you to get numerous estimates.
USING A MOVING COMPANY: Start getting estimates and doing your research for a moving company. Make sure that you are upfront with the moving company by letting them know everything that needs to be done and moved. The more information you provide for the services you need the more accurate your quote will be and the less likely your moving expenses will drastically increase. If moving interstate, get binding quotes, you can use the file you have already started and save all of this information. Also it is a good idea if you are using a moving company to see what services are included, set up, disassembly, reassembly, wrapping furniture, insurance options, etc. Most moving companies should provide you with a Rights and Responsibility Pamphlet to moving; another source to check with is WWW.PROTECTYOURMOVE.GOV.
TRUCK RENTALS/PORTABLE STORAGE RENTALS/TRUCK SPACE: If you are not using a mover, other options to consider is whether you want to rent a truck and do it yourself, you can check to see what these companies require, deposits, mileage, fuel, per diem, etc. If you are using a portable storage service, see what their policies are to dropping off, picking up, length of use you have, or you may have reserved some space on a truck/trailer where you pack it up yourself, make sure you see when the deliveries come, how long you have, how much truck space is allowed, etc. Other options for small long distance moves are if you do a back haul, or a return trip for a mover, if your destination is a mover’s home base, it may be more economical.
ARE YOU PACKING YOUR SELF OR USING MOVERS TO PACK YOUR MOVE: It may come down to budget, but this is another decision, you will need to make on whether or not you wish to pack yourself.
APARTMENTS OR RENTALS: If you live in an apartment or are currently renting a home, townhome, etc, check with your current place to see what rules are in effect for vacating notices, how many days you have, getting security deposits back, etc.
INSURANCE: This is a good time to start ending renters insurance and starting new ones, switching your life, property, auto, health, etc whether there is different coverage in different cities, etc.
DOCUMENTS: Get all documents together in one area. Birth Certificates, passports, Policies, Wills, Deeds, Trusts, Funds, Stocks and bonds, Banking and Financial, Leases, Contracts, etc. (All of this information should be in one location so you have easy access to this information).
FUN THINGS: Create a layout of your new home, start figuring out what rooms will be used for who and what, and where you would like your furniture to be set up, this Is more the fun part of getting your new home.
You should be starting to wrap up some loose ends at this point. From now until the end, here is a check list of all the people you should let know you will be relocating.
PERSONAL (printable checklist)
- HEALTH CLUBS
- LAUNDRY SERVICES
- CLEANING SERVICES
- TAX ASSESSOR
- SS ADMINISTRATION
- BANKS FINANCIAL INSTITUTES (CREDIT CARD COMPANIES)
- RENTERS, HOMEOWNERS, LIFE, AUTO, HEALTH
- ONLINE SUBSCRIPTIONS
MEDICAL (printable checklist)
UTILITIES (printable checklist)