CONGRATULATIONS! You have closed on your new home and now you are ready to move! The next few pages contain tips and checklist so that your move is as organized and effortless as possible.
Your move will progress as your contract and closing progress. That way, when the day comes to physically move your belongings, most of the other details will be taken care of.
BEFORE YOU MOVE TO YOUR NEW HOME:
1. SEND CHANGE OF ADDRESS NOTICES TO:
- Post Office
- State Motor Vehicle Bureau
- Subscriptions (at least 4 weeks, preferable 6 weeks)
- Record and Book Clubs
- Federal and State Tax Authorities, if you are waiting for a refund check
- Firms with which you have time payments
- Past employer(s) in order to receive you w-2 forms
- Friends and relatives
- Credit card companies
2. DISCONTINUE SERVICE WITH:
- Utility companies
- Newspaper home delivery
- Milkman home delivery
- Fuel supplies (estimate value of remaining fuel)
- Laundry and dry cleaning (do not forget diaper service)
- Garbage and trash collector
- Cable company
- Pool service
3. CLOSE ACCOUNTS WITH:*
- Banks and Savings &
- Loans associations—arrange to have funds transferred to an affiliate or recommended bank in this area.
- Stores where you have charge accounts
- City and County Assessors to make sure
- no taxes are due
* Long distance Moves Only
- GATHER RECORDS FROM:
- Doctors (including birth, vaccination date, current medical and lens prescriptions)
- Dentist (including x-rays)
- Veterinarian (including health certificates, rabies inoculations and tags)
- Lawyers (check to see if your Will must be revised if moving across state lines)
- Auto, fire, theft and personal property insurance coverage
- Membership to organizations and professional associations
- Credit in your new area by asking your local credit bureau to send your rating to one located here
- Communication with utility companies to assure there will be no delay in obtaining service
- MAKE SURE YOU:
- Defrost refrigerator and freezer—hours before leaving, use a few pieces of charcoal to reduce odors
- Return all library books and anything borrowed from friends or neighbors
- Collect all items that you have loaned, had cleaned, had stored or had repaired
- Pack your personal telephone directory with you as a handy reference
- Arrange to carry currency and contents of your safe deposit box (including jewelry and important documents) with you or send via registered mail
- Obtain ample supply of traveler’s checks
- Arrange for transportation of pets—if you plan to send them air or railway express, consider boarding them while you are settling into your new home
- Leave your new address in a conspicuous place so that the new occupants can forward any mail inadvertently delivered to your old address
- Prepare a “survival kit” for use upon arrival in your new home (e.g., light bulbs, bathroom articles, a small tool kit, linen, flashlight, instant coffee, paper plates, cups, etc.)
- WHEN YOU ARRIVE:
- Visit the City and County offices to register to vote
- Obtain a new driver’s license
- Check area for car inspection and registration documents
Now that you have a new address you can begin transferring or canceling home services.
- Make arrangements for canceling home utilities such as the following.
- Advise them of your desired date for final reading and give change of address for final billing.
- Request deposit return if appropriate, and arrange for immediate service to your new address.
Don’t forget the needs of your furry friends!
Do not transport your pets much farther than they have safely traveled in the past without consulting your veterinarian. To transport animals by air, you need an airline approved animal carrier. A moving company can inform you of any state regulations for pet entry, vaccination or quarantine procedures. Ask about regulations, licenses, tags, etc. Also do not forget to obtain a copy of your pet’s medical records.
Keep detailed records—some moving expenses are tax deductible!
Keep detailed records of all moving expenses if your move is job related. Many expenses, including house hunting trips, are deductible. Deductions are allowed for limited reasonable expenses incurred in moving in connection with taking a new job or moving to another location to work for the same employer, providing: the new place of employment and former residence are at least 35 miles further than the distance from your former residence to the previous place of work, and you are a full-time employee and work at least 39 weeks during the 12 months following your arrival at the new place of work. Reimbursement of your expenses by the employer must be included in gross income as compensation.
Note: There is a ceiling on deductions which is outlined in detail in the Internal Revenue Service’s Publication 521, “Tax Information on Moving Expenses,” available free from IRS Offices.