- Begin thinking about the details of your move and add them to this list so you don’t forget.
- Create a “Moving File” that is brightly colored with pockets to store all your important information, phone numbers, calendar with due dates and receipts.
- Contact the IRS to determine information on tax deductions for moving expenses and what records you need to retain for proper documentation.
- Contact your insurance agent to discuss transferring of fire, auto and medical insurance.
- Organize your filing records and determine what medical information you should make easily accessible like prescription refills, dental or optometrist.
- Contact any business that you have an affiliation with for information on transferring, ending or selling your memberships.
- Pull aside any items that are difficult or impossible to replace such as wills, jewelry, stock certificates, etc. and keep with you instead of packing them.
- Research your new community. Contact the Chamber of Commerce for information on new schools, gyms, maps, daycares and so on.