Below is a nice
checklist for relocating to Portland,
Oregon.
_______. If you have a relocation
package you'll need to check it out
first and foremost
_______. What will your company pay
towards your relocation?
_______. What expenses do you have to
pay towards the relocation?
_______. Keep track of all moving
expenses and receipts.
_______. Get three moving estimates.
Items on the estimate should include:
_____. Commitment in Writing
_____. Pickup and Delivery Dates
_____. Copy of References
_____. Limits of Insurance the
Movers Have. Does it Cover Full
Replacement Cost? What is
the Deductible? If
Necessary Purchase Additional Insurance.
_______. Get a Storage Unit and Place.
_____. What Insurance Do they
Provide?
_____. Does the Insurance Cover
Full Replacement Cost?
_____. Do I need to purchase
Additional Insurance?
_____. What kind of Security does
the Storage Unit Complex maintain.
_______. Give Notice to Utilities,
Athletic Clubs, Organizations, Volunteer
Activities, Day Care, Newspapers
and Magazines and any other Regular
Delivery Items.
_______. Let your personal banker know
you'll be moving and instruct them to:
_____. Order new checks with your
new address and phone number
_____. Close out and clean
out your safe deposit boxes
_____. Arrange to meet a new
personal banker in your new location
_____. Have them transfer all your
accounts
_____. Purchase traveler's checks
for trip expenses
_____. Reconcile and close or
transfer bank accounts
_______. Line up all your travel
arrangements.
_____. Get temporary housing or
hotel or motel or some other temporary
lodging.
_____. Line up rental cars, plane
tickets, arrange for extra luggage fees.
_____. Make accommodations
for pets and automobiles and livestock
and toys such as
snowmobiles, 4-wheelers, and jet skiis
if necessary.
_______. Make sure to protect all
personal and personally identifiable
information such as:
_____. Birth Certificates,
Driver's Licenses, Social Security Cards
& Passports.
_____. Financial records and stock
and bond certificates
_____. Wills, Marriage,
Divorce Papers
_____. Home purchases, Bill of
Sale paperwork
_____. School Records, Pet
Records, Medical & Hospital and
Insurance Documents
_______. Records Management:
_____. Arrange for transfer
of student records.
_____. Arrange for medical
records and ask your current doctor for
new physicians
_____. Update and change
insurance policies: life, health,
umbrella, car, home, rental home,
disability, vacation home, business,
equipment, scheduled items.
_______. Make packing lighter by
cleaning out and getting rid of all the
stuff that is not needed any longer:
_____. Eliminate furniture
_____. Hold a garage sale
_____. Take stuff to
goodwill
_____. Get rid of clothes and toys
and miscellaneous papers
_______. Don't forget to change your
address:
_____. Mail postcards to
friends and inform them what your
forwarding address is.
_____. Make sure to leave
voicemail and to call friends.
_____. Turn in forms at the post
office.
_____. Get a temporary voice
mail box many long distance companies
offer 1 800 voice mail
numbers.
_____. Anybody you've pay a
recurring bill to will need your new
address: local government
taxes, all utilities, mortgage, car
payments, cable, phone, cell phone,
etc..
_______. Miscellaneous items to get in
order:
_____. return library books.
_____. retrieve and return all
borrowed items from friends and family
_____. pick up dry cleaning
_____. clean out all lockers like:
school and athletic club
_____. Make a survival tool box
for your upcoming move such as: paper,
pens, envelops,
stamps, address book, pad of paper,
packers tape, scissors, tape measure,
cellophane,
bubble popcorn, paper cups, paper
towels, paper plates, garbage bags,
plastic utensils
and baggies, band aids and other first
aid supply, Neosporin, Advil,
toiletries, bottled
water, flashlight, games for the kids,
spare car keys, phone books for both
where you are
going and where you are leaving from.
_______. Before leaving your home:
_____. Pack all unused items
first.
_____. Clean out cupboards
_____. Stop buying things.
_____. Plan out all remaining
meals
_______. Make sure to double check your
moving arrangements:
_____. Confirm Rental Car
_____. Confirm Moving Company
_____. Confirm Storage Unit
_____. Confirm Temporary Housing
_____. Confirm Hotel
_____. Confirm Animal Transport
_____. Confirm All Large Item
Transport
_____. Confirm All Agreements
_______. Make sure to protect all
personal and personally identifiable
information such as:
_____. Birth Certificates,
Driver's Licenses, Social Security Cards
& Passports.
_____. Financial records and stock
and bond certificates
_____. Wills, Marriage,
Divorce Papers
_____. Home purchases, Bill of
Sale paperwork
_____. School Records, Pet
Records, Medical & Hospital and
Insurance Documents
_______. Preparation for packing
belongings:
_____. Clean out and defrost the
deep freezer and refrigerator
_____. Check yard and shed
for all items that need packed, check
attic and crawlspace
_____. Set aside box of cleaning
supplies and the vacuum cleaner
_____. Disassemble furniture or
other items
_____. Make sure all boxes are
clearly marked
_____. Complete packing of all
household goods for the move
_______. Your New Home:
_____. Make a decorating reference
file
_____. Have measurements taken of
the rooms in your new home and use
the floor plan to
determine where everything will go.
_____. Take some pictures of
furniture and get fabric samples and
paint chips
_______. On Moving Day:
_____. notify insurance agent and
police that the home will be empty
_____. make sure all windows
and doors are closed and locked
_____. leave forwarding address,
keys, and garage door opener
_____. make sure all
appliances are turned off
_____. make sure that person knows
how to contact you
_____. make sure a relative,
neighbor, or real estate agent has the
keys
_____. clean the home and
check entire grounds before leaving
_____. check thermostat and make
sure temperature is set appropriately
_______. After Arriving at Your New
Place:
_____. Set kitchen and bedrooms up
first, to make you feel at home
_____. Let them start on
their rooms by giving them a job to do
_____. Pay and settle with the
movers, go over "Bill of Lading" before
signing. The Bill of Lading
is usually binding once signed
_____. Look for damaged and
missing items and make a note of them
_____. Supervise moving crews on
where to put your furniture and boxes
_____. Begin unpacking necessary
basics first
_____. Check to make sure all
utilities are on and working properly
_____. Check in with employer and
real estate agent to confirm itineraries
_____. Let family members or
friends know that you have arrived
safely
_____. Now relax, order dinner,
get cleaned up and get in your comfy
clothes
Enjoy this checklist; we hope that it
provides you a huge jumpstart to your
relocation needs. |