Wednesday, January 30, 2013

The Moving Checklist - Things to Keep In Mind

Moving was a topic in an earlier post, and it came to the forefront today.  At the company meeting this morning one of our local mortgage representatives Teresa Schmitt of First Bank touched on the issue by creating a checklist.  The checklist had very valuable information and arranged them by a four period timeline.

We wish to thank Teresa Schmitt for the valuable information she has offered us, which is provided below.

One Month Before Moving

  • Fill out change of address order form for the post office
  • Fill out IRS change of address form
  • Make arrangements with the moving company or reserve a rental truck
  • Make travel arrangements if necessary, with airlines, buses, car rental agencies and hotels
  • Transfer memberships in clubs, civic or religious organizations
  • Obtain medical and dental records and ask for referrals and transfer prescriptions
  • Set up a checking account in your new city
  • If you are moving yourself, obtain boxes and packing supplies. Clearly mark necessities OPEN FIRST.
  • Eliminate everything you don't want to move. Give it away or sell it.
  • Take inventory of your belongings you plan to take with you before they are packed.  If possibly, take pictures or video tape your belongings.  Appraise valuable items such as antiques, art pieces, etc. in case of future claims.
  • Make arrangements for transporting pets and plants, if necessary.
  • Notify your children's school of the move.  Arrange to transfer school records.
  • Start a file for all your moving paperwork.

One to Two Weeks Before Moving

  • Switch utility services to your new address. Inform gas, electric, disposal, water, newspaper/magazine subscription, telephone and cable companies of your move.  Be sure to disconnect the day after you leave and connect the day before you arrive.
  • Arrange for help on moving day.
  • Confirm travel reservations.
  • Notify any creditors of your move
  • Dispose of items that cannot be moved such as inflammable liquids
  • Clean rugs and clothing and have them wrapped for moving
  • Plan ahead for special needs of infants and small children
  • Close bank accounts and have your funds wired to your new bank.  Before closing, be sure there are no outstanding checks or automatic payments that haven't been processed.
  • Collect valuables from safe deposit box. Make copies of any important documents before mailing or hand carry them to your new address.
  • Check with your insurance agent to ensure you'll be covered through your homeowner's or renter's policy during the move.
  • Defrost freezer and refrigerator by propping doors open.
  • Give a close friend or relative your travel route and schedule so that you may be reached if needed

On Moving Day

  • Double check closets, drawers, shelves, attic and garage to be sure they are empty
  • Leave old keys needed by new tenant or owner
  • Carry important documents, currency and jewelry yourself
  • Carry travelers checks for quick available funds
  • If using a mover, ready your bill of lading and inventory carefully before signing

Arriving at Your New Home

  • If using a mover, check your belongings carefully and note on the inventory any damaged items.
  • Renew your driver's license, auto registration and tags
  • Shop around for new insurance policies, especially auto coverage.
  • Revise your will and other legal papers to avoid longer probate and higher legal fees
  • Explore your new area. Locate the hospitals, police stations, veterinarian and fire stations near your home.

Teresa Schmitt also stated that many of the moving expenses may be tax deductible so keep a hold of the receipts.

Today's Tidbit:  Moving isn't just a chore, its a life experience that sometimes you only do a few times in one lifetime.  Take the opportunity to enjoy it, they don't come around often.

Huntsville Metro Area Homes

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