Moving Checklist

Eight weeks before:

  • Remove unnecessary items from your attic, basement, storage shed, and so on
  • Use things you can’t move, such as frozen foods and cleaning supplies
  • Secure floor plan of your new residence to help you decide what to keep
  • Start an inventory of your possessions
  • Solicit estimates from at least three moving companies
  • Call your homeowner’s insurance agent to find out to what degree your move is covered
  • Create a file for documenting all moving papers and receipts
  • Arrange to transfer your children’s school records

Six weeks before:

  • Contact the IRS and/or your CPA for information about pertinent tax deductions
  • Evaluate your possessions inventory
  • Notify your friends, relatives, professionals, creditors, subscriptions, and so on, about your move
  • Begin the off-site storage process
  • Locate high-quality health care professionals and hospitals in your new location
  • Complete change of address via postal service cards or an online service for the following: Banks, charge cards, religious organizations, doctors and dentists, relatives and friends, income tax bureau and Social Security Administration Union, insurance broker, lawyer, CPA, stockbroker, magazines, postal service, and schools
  • Clean your closets
  • Hold a moving/garage sale or donate items to charities
  • Choose a mover
  • Contact your mover to make arrangements and inquire about insurance coverage
  • If relocating due to a job, contact your employer to see what costs they will cover

Four weeks before:

  • Send furniture, drapes, and carpets for repair/cleaning as needed
  • Gather auto licensing and registration documents; medical, dental, and school records; birth certificates; will; deeds; stock and other financial documentation
  • Contact gas, electric, oil, water suppliers; telephone, cable TV, or satellite TV; and trash collection companies for service disconnection/connection at your old and new addresses. Also ask for final reading
  • Request refunds on unused homeowner’s insurance, security deposit with landlord, and prepaid cable service
  • Notify your gardener, snow removal service, and pool service
  • Contact insurance companies to arrange for coverage in your new home

Three weeks before:

  • Make your travel plans if you are making a long-distance move
  • Arrange to close current bank accounts and open accounts in new locale, if necessary
  • Notify your state’s motor vehicle bureau of your new address
  • Arrange for child care on moving day

Two weeks before:

  • Arrange special transport for your pets and plants
  • Service your car for the trip if you are making a long-distance move
  • Contact your moving company and review arrangements for your move