Moving Checklist

My Clients

Decide what to move and what not to move – have a yard sale and/or make charitable donation
Moving Arrangements - Make truck rental reservations or arrangements with a moving company
Moving Supplies - Gather boxes, tape, permanent markers to write contents on boxes
Travel Plans - Make hotel, airline, rental car reservations. If driving, plan travel route by car
Save All Moving Receipts - Many moving expenses are tax deductible. Legal, Medical, Dental, School and Insurance Records - Put in a safe and accessible place. Obtain transfers for prescription medications, eyeglasses, school transcripts, etc.
Real Estate Documents - Put all documents related to real estate transactions in a safe, accessible place
Church, clubs & civic organizations - Transfer memberships, get letters of introduction for new area
Post Office - Pick up copy of the U.S. Postal Service “Movers Guide” with Change of Address forms. Remember to notify Post Office, Charge Accounts, Credit Cards, Friends, Relatives, Employer, Business Associates, Service Providers and Subscriptions (may require at least 6 weeks notice)

Utilities - Inform gas, electric, water, fuel company, trash service, newspaper and cable company of your move; call utility and service providers to establish service in your new location
Telephone Service - make arrangements to discontinue local service and begin service in new location
Recruit moving day help
Confirm all travel reservations
Set aside appliance instruction booklets and other household information that should not be packed
Plan to allow time after your move to clean the house, or make arrangements with a cleaning service
Arrange to close or transfer your bank account(s), safe deposit box, and/or Credit Union account
Plan ahead for special transporting of pets, children, and elderly family members if necessary
Close out local charge accounts

Moving Materials - For last minute packing, set aside boxes, tape, pocket knife, rope, markers
Truck - Pick up rental truck or confirm arrival of moving van
Automobiles - Check oil and gas
Travel Arrangements - Make sure you have tickets, charge cards, and a phone card

Valuables - Carry jewelry and important documents yourself or use registered mail
Point of Contact - Let close friend or relative know travel route and schedule you will travel including overnight stops; use them as a message center if people need to reach you while “in transit”
Double Check - Refrigerator, closets, drawers, vanities, and shelves to be sure they are all empty
Clean - Remove all trash and debris and leave the property in “broom clean” condition
Leave - Automatic garage door opener remotes & booklets on systems & appliances for new owners
Keys - Bring all keys for house, storage area, mailbox, to settlement
Funds Needed for Settlement - Call Realtor or Settlement Company to find out final amount you need to bring to settlement (if any); go to bank and get certified check or cashiers check

Enroll children in new school(s)
Register to vote
Contact the Department of Motor Vehicles to register your vehicles and obtain a new drivers license
Find new doctor/dentist - transfer files for medical histories directly from previous doctor/dentist
Transfer insurance policies to an agent in your new community
Locate the hospital, police and fire stations nearest your home. Write down emergency phone numbers for Police, Fire, Poison Control, etc.
Pets - find new veterinarian and find out local regulations for licenses, vaccinations, tags, etc.

Call me today ... I'll take the worry away!

Debbie Miller, Associate Broker

Lifestyle Transition Specialist^®

CSA (Certified Senior Advisor), SRES (Seniors Real Estate Specialist),

SHMS (Seniors Housing Marketing Specialist)