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Relocation Worksheet from
Fran and Rowena, your Southern California Realtors
Use our exclusive Relocation Worksheet© to simplify and organize your move!
©Copyright 2003-2008 Fran and Rowena. All rights reserved.
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- Change of Address:
We have put together a list of places you will want to remember to change your address!
Change of Address list
- Bank:
_____ set up account in new city to allow time for imprinted checks
_____ set up any automatic withdrawals at new account
_____ set up any automatic payments at new account
_____ empty safe deposit box - arrange safe deposit box at new location
_____ close/transfer accounts - checking, savings, CDs
_____ purchase travelers checks or have cash to cover moving and other expenses until arriving at your new location
- Insurance:
_____ notify of new address: life insurance, health insurance, automobile insurance, boat insurance, homeowner's (fire), renter's
- Utility Companies:
_____ notify gas, water, electric, telephone, cable, satellite dish, internet access, trash
_____ arrange for return of security deposit on file
_____ cellular telephone
_____ home security company
- Community Associations:
_____ notify of change of ownership
_____ return keys to community facities/post box
_____ arrange for return of security deposit/unused portion of dues
- Service Providers:
_____ newspaper(s)
_____ gardener
_____ hair stylist
_____ pest control
_____ bottled water
_____ pool service
_____ other services (laundry, dry cleaners, etc.)
- Pets:
_____ arrange for transfer of medical history file to new vet
_____ find out about necessary licenses, vaccinations, etc. at new location
_____ arrange for transport to new location
- Moving Cards:
_____ have printed with new address, phone number, fax number, e-mail address, etc.
- Medical and Dental files, including optician, optometrist, orthodontist and prescriptions:
_____ get referral to new service providers
_____ arrange for transfer of files/history/x-rays/prescriptions
- Memberships:
_____ cancel/transfer membership to gym/health club, etc.
_____ cancel/transfer motor club membership
_____ arrange for return of any deposit on file or unused portion of membership
_____ other club
- School records:
_____ arrange for children's school records to be transferred
_____ If applicable, find out the procedure for ordering high school transcripts to be sent directly to colleges so you are prepared to do so when child applies to college
- Telephone book:
_____ pack current local telephone book(s) for easy access to phone numbers/addresses in the event they are needed
- Keys:
_____ collect all keys to current residence
_____ return keys to neighbors/friends that you might have
- Remove anything from secret hiding places or in a safe
- Return library books
- Clean out lockers at school, gym
- Leave your forwarding address with the new owner/tenant and offer to pay postage to forward mail.
- Leave for new owner/occupant: architectural/landscape plans; instruction manuals
Do you have
questions or comments?
Contact Fran and Rowena!
Telephone: (818) 952-0077
or
email Fran and Rowena
or, use our Contact Form.
Information deemed reliable but not guaranteed. You are advised to consult with your attorney, tax advisor, estate planner, financial advisor or other appropriate professionals to seek counsel and verify information for your situation.
©Copyright 2003-2008 Southern California Real Estate. All rights reserved.
By submitting any form on this site with your contact information including name, telephone number, address or e-mail address, you are consenting for Fran and Rowena and their authorized representatives to contact you even if your name is on the Federal "Do not call List".
NO part of this real estate website or its contents may be copied, reproduced, displayed, published or otherwise used for private or commercial purposes without the express, written permission of Fran and Rowena. The information contained in this website is believed to be reliable but is not guaranteed. We make every effort to maintain this real estate website to have current, accurate information. However, we cannot warrant the accuracy of the information contained in this website including, but is not limited to, information contained in this website and information contained in websites that are linked to this Southern California real estate website.
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