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Moving Checklist for Clients

Moving Checklist for Clients

By Wealth Management Solutions 

Moving is never easy. There’s a seemingly endless number of tasks to complete to sell your home, pack up your belongings, and move into your new place. And even when you’re all settled in your new home and finally starting to feel comfortable, you realize that the work isn’t finished: you still have to change the address on every piece of correspondence you receive, especially as it relates to your financial life.

To help, we’ve put together this quick checklist to help make the process as easy as possible.

? Magazine Subscriptions

Do you still receive any newsletter or magazine subscriptions? Make sure to send them an email or go on their website to update your information so you won’t miss an issue.

? Bank, Investment Accounts, Mutual Funds, Kids College Funds

If you receive your bank and investment statements in the mail, reach out to every company that holds your assets and inform them of your new address. 

? Insurance Policies

Updating your insurance policy will be essential, especially if you need to use the policy and they need to contact you for information regarding your claim.

? Organizations/Clubs

If you’re a member of any club, organization, or recreational activity, make sure they have your new address so you can stay up to date with everything they offer.

? Notify Post Office 

The post office makes it easy to change your address and have mail forwarded to your new address on their website: USPS.com/move.

? DMV

Your local DMV will either have a website or a form for you to fill out in person to change your records with them.

? SSN

If you don’t receive Social Security benefits or Medicare or Medicaid, there’s no need to inform Social Security of your new address. But if you do receive one of those benefits, you can update your address here.

? SS-4 and IRS Form 8822

In order to update your address with the IRS, including your SS-4 (which allows you to receive an EIN), you need to fill out IRS Form 8822.

? Utilities (Cell Phone) 

While you can get your cell phone and utility bills online, you may still receive printed statements every month. You can either update your address online or call the number on the statement to update it.

? Insurance for Home/Vehicle/Health

Updating your insurance for your home, vehicle, and health is important as some rates (especially vehicle insurance) may change depending on where you live. Each entity should have an online account for you to update all your information.

? Employer (W-9 or Letter) 

It may be easy to forget, but make sure to notify your employer of your new address so you can get all the important tax and employment information they may send.

? Credit Card Companies 

Log in to your online account with your credit cards to update your address; if you want, you can also ask for electronic delivery of statements and notices.

? Doctors and Dentists

Do you get those friendly reminders that it’s time to book an appointment with your doctor or dentist? You won’t get those anymore if they don’t have your new address!

? Online Shopping Sites (Amazon)

It’s easy to buy things on Amazon.com, but it’s also easy to breeze through the section about your billing and shipping address. Make sure to update before you place more orders.

? Friends and Family 

You love getting those holiday and birthday cards and letters, but you won’t receive them if your friends and family have the wrong address. 

? Mortgage/Rent 

If you bought a new home with a new mortgage, they will of course have your new address. But if for some reason your old mortgage company needs to contact you, you can leave your new address with them. The same is true if you are renting and switched homes as well.

? Trust Docs

If you’ve created any trust documents, notify the attorney who created them that you’ve changed your address and need to update it.

? Are you a business owner? Contact the State.

Business owners should notify the state government agency of their new residential address. 

? New SS4 

If you need an EIN, fill out the SS4 with Social Security using your new address.

? Medicaid

To update your address for Medicaid, you actually need to contact the Social Security office. If you have online access to your accounts, you can do that here.

We’re Here for You

We know that moving can be stressful. If there’s anything you’re unsure about in this transition, we’d love to assist. At Wealth Management Solutions, we walk alongside every aspect of our clients’ lives, even moving homes. If you’d like to learn more about our process, reach out to us at (949) 475-9700 to schedule an appointment today. 

About Wealth Management Solutions

The story of origin: Wealth Management Solutions was created in 2003, following the personal family tragedies felt by both partners of the firm. First, Richard Riva, the founding partner, lost his father unexpectedly and before any legacy planning was done that could have extended his family’s legacy beyond the fourth generation. Secondly, Martin Lombrano lost his father before plans and strategies were designed to protect his family’s wealth and legacy. Our partners and team members all share similar experiences due to a lack of planning for their families and are committed to our clients not experiencing the loss of their legacies due to a lack of planning. This is why we say: Our Planning; Your Future. 

All investing involves risk, including loss of principal. No strategy assures success or protects against loss.

The opinions voiced in this material are for general information only and are not intended to provide specific investment advice or recommendations for any individual.

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