Moving Checklist


Two Months Before Moving

 Investigate moving options. Check rates and availability of all options. Get price quotes. If it’s a company move, check with your employer to find out what moving expenses they cover.

 Create a “move file” to keep track of estimates, receipts and other important information.

 Check with the IRS to see what expenses can be deducted on your next tax return.

 Start pulling together medical and dental records—including prescriptions and shot records. Ask your existing doctors for referrals. Don’t forget the veterinarian.

 Arrange to have school records transferred to your children’s new schools.

 Call your insurance agent to see what changes to expect in your policies. Ask if moving is covered and arrange for insurance for your new home.

 Contact member organizations you have joined. Ask how you can end, sell or transfer your membership.

 Inventory all household items to be moved.

 Contact your new Chamber of Commerce for their new resident package.

 Get copies of any legal and financial documents you need.

 Purchase and begin collecting boxes and other packing supplies.

One Month Before Moving

 Get an itemized list of all moving related costs and review with mover, including packing, loading, special charges, insurance, vehicles (if needed), etc.

 File a change of address.

 Contact utility companies to disconnect, transfer or connect services.

 Call your newspaper courier, lawn services, etc. and set a date to cancel your subscription.

 Start packing items you don’t use often. If you donate, be sure to get a receipt for income tax purposes.

 Plants cannot be loaded with your other household goods, so decide if you will keep your plants or give them away.

 Dispose of flammables, corrosives and poisons.

 Contact your bank and/or credit union to transfer or close accounts. Clear out safety deposit boxes.

 Confirm movers, truck rental reservations.

One Week Before Moving

 Finish packing and prepare an “essentials”box.Designate several boxes and items as “last load” items. Pack your suitcases and valuables separately.

 Verify service connection dates with “new" utility companies.

 Drain gas and oil from your mower and other motors.Gas grills, kerosene heaters, etc. need to be emptied as well.

 Empty, defrost and clean your refrigerator at least 24 hours before moving day.

 Fill any necessary prescriptions, medications needed for the next two weeks.

 Prepare specific directions to your new home for your moving company (drivers), including your travel itinerary and emergency numbers.

Windermere Homes & Estates
830 W. Valley Parkway 330 • Escondido, CA 92025
Phone: (760)470-2519 • DRE LIC. #01345138

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