Use this checklist to remember the often-overlooked tasks that can make your move easier.

• Coordinate Your Movers: Plan how pets, plants, vehicles, artwork, and other special items will be transported.
• Review Insurance Coverage: Contact your insurance agent to confirm whether additional coverage is needed during the move, especially for valuable belongings.
• Keep Moving Receipts: Save receipts and related records. If you have questions about potential tax implications or deductions, consult your CPA.
• Schedule Utility Changes: Arrange to disconnect services at your current home and connect them at your new one. Remember electricity, gas, water, garbage, phone, internet, and cable.
• Cancel Local Memberships and Services: Cancel memberships and services you no longer need, such as a local gym, newspaper delivery, lawn care, pool maintenance, and house cleaning.
• Forward Your Mail: Submit a change-of-address request through the USPS website.
• Update Your Address: Notify your employer, schools, healthcare providers, banks, credit card companies, financial planners, and other relevant organizations. Update your address with government agencies as needed.
• Notify Credit Card Companies: Update your billing address and contact information to help avoid potential account or transaction disruptions.
• Collect Safe Deposit Box Items: Retrieve any valuables or important documents from a local safe deposit box before leaving.
• Service Your Vehicles: Consider getting your vehicles serviced before moving, while you still have access to familiar mechanics and service providers.
• Refill Prescriptions: Refill necessary prescriptions and plan how to transfer them to a pharmacy near your new home.

Have another moving tip that helped you? Share it with us so we can add it to the checklist.

• Update Your Homeowners Insurance: Coordinate with your insurance agent to end coverage for the sold property effective on the appropriate date, taking your closing and any remaining ownership responsibilities into account.
• Watch for an Escrow Refund: If your mortgage included an escrow account, ask your mortgage servicer how any remaining funds will be handled. Confirm that it has your forwarding address and ask about the expected timing of any refund.
• Review Your Property Tax Exemptions: If you had an over-65 or disability-related property tax exemption on your former home, check with the appropriate county appraisal district about applying eligible exemptions to your new residence. These benefits may not transfer automatically.

For more information, see our Homestead Exemption Guide.