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Create a Detailed Moving Plan

Moving an entire household is no simple matter – as you’ve already found out, no doubt, if you’ve begun the process of moving yours or you’ve moved in the past. But if this is your first such move and you’re just thinking about it right now, you’re probably already trembling in anticipation of the complexities involved. Don’t tremble. PLAN!

The more detailed and comprehensive your moving plan, and the sooner you create it, the smoother your move will go. The more pleasant it will be, too! Need some help? We’ve developed a downloadable Move Plan Template. Use it as you see fit to organize the various elements of your move. Essentially, it’s a checklist that splits typical move considerations into smaller, more easily handled stages, the tasks of which can be divvied up over time. Here’s what it encourages you to think about:

8 Weeks before Move Day

  • Begin collecting estimates from moving companies.
  • Make reservations. Call and reserve moving equipment. Schedule whatever moving help you might need.
  • Create a Move Budget. Take into account the cost of moving supplies, truck rental, and new items you might need for your new home.
  • Use a binder to hold all your move-related paperwork, including quotes and receipts.
  • Pare down what you’ll ship or take with you. Cut the clutter. Throw stuff out you don’t need. Donate to charity. Have a yard sale. Offload items online. Just get rid of the nonessentials.
  • Research the new community you’ll be calling home, if you haven’t done so already.
  • Take an inventory of your possessions in each room of your house. List them room by room and print the list out to help you catalog items as you pack.
  • Start packing. Avoid the hassle, confusion, and stress of packing at the last minute. Pack one room at a time over the next couple of months, boxing up bedrooms, the kitchen, and “First Night” provisions last.

7 Weeks before Move Day

  • Compile medical and dental records, including a list of shots and prescription medications.
  • Get referrals for doctors in your new community.
  • Arrange for school and veterinarian records to be transferred.
  • Gather all your legal and financial documents.
  • Contact your insurance agent to find out what changes, if any, must be made to existing policies or what new policies might be advisable.
  • Contact health clubs and any other organizations of which you’re a member to cancel or transfer memberships.

6 Weeks before Move Day

  • Make plans to move valuables. Carrying them with you, personally, is one of the best options. Using certified mail is another.
  • Start using up or in some way disposing of goods that shouldn’t or can’t be shipped: frozen foods, bleach, and aerosols, for instance.

5 Weeks before Move Day

  • Order boxes and moving supplies.
  • Pack some of your least-used items, labeling the contents and room destination of each box.

4 Weeks before Move Day

  • Transfer utility, Internet, and cable TV services to your new home.
  • Notify the post office of your change of address. Submit a Change of Address form online or by visiting your nearest post office branch.
  • As applicable, notify various professional, community, home, utility, financial, and government services of your change of address also.
  • Cancel local newspapers and other home delivery services you’ve engaged.
  • Switch magazine, newspaper, and catalog subscriptions to your new address.
  • Put into storage any large pieces of furniture and other items you’re not selling or having shipped to your new home.
  • Make travel arrangements for your pets.

3 Weeks before Move Day

  • Figure out how you’ll transport plants, as they can’t be loaded on the truck.
  • Dispose of flammable, corrosive, and poisonous materials, which can’t be shipped either.
  • Have your vehicles serviced.

2 Weeks before Move Day

  • CONFIRM EVERYTHING! Call and confirm your truck rental and moving help to ensure they’ll be where you need them when you need them there. Confirm also the travel arrangements for your family and pets. Confirm parking for your moving trailer or moving container and obtain permits if required.
  • Pack two boxes of essentials and label them your “First Night” boxes. These won’t be shipped; you’ll bring them with you. Box 1 should contain basic cleaning products – paper towels, sponges, an all-purpose cleaner – and a few tools such as a hammer, wrench, screwdriver, and nails. Box 2 should contain items like a first-aid kit, hand/body soap, shampoo, toothpaste, toothbrushes, toilet paper, changes of clothing, clean sheets, towels, snacks, bottled water, paper plates, cups and napkins, plastic spoons, forks , and knives … and whatever else might fit that you’d find useful the first night in your new home. Remember, most of what you own will still be packed up and inaccessible to you.
  • Conduct a walk-through inspection of your house and make sure everything is in good working condition. If repairs are needed, make them.
  • Put together a folder of important information about your house for the next owner.

1 Week before Move Day

  • Review your moving plans with your Move Concierge, consultant, or other moving company representative.
  • Let your credit-card company or bank know if you plan on paying for your move by credit card or debit card.
  • Print two copies of your Bill of Lading (BOL) and keep them in your move binder.
  • Notify friends and relatives of your new address and phone number.
  • Drain gas and oil from lawn equipment, gas grilles, heaters, and other such equipment.
  • Drain waterhoses and waterbeds.
  • Make sure large pieces of furniture being moved will fit through doors: take measurements.
  • Fill whatever prescriptions you might need during your move.

2 Days before Move Day

  • Do laundry. You won’t want to take dirty clothes with you. And you won’t want to wash them when you get to your new home, with everything else you’ll have to do there.
  • Do some housecleaning. Wipe down windows. Sweep floors. Vacuum carpets. With everything packed and ready to go that’s easier to accomplish. And the new owners will appreciate it.

On Move Day

  • Eat a balanced breakfast. You’ll need the energy.
  • Have plenty of water and snacks on hand – to keep the energy going.
  • Stop in wherever you made your truck reservation to pick up your equipment.
  • If you’ve hired a moving crew, make sure everything is ready for them at the house before they arrive.
  • Confirm again any arrangements you made for children or pets. Drop them off the babysitter’s, if that’s the plan, or keep them busy in an out-of-the-way room until you’re ready to go.
  • Make copies of moving receipts and statements for future reference and taxes. Put them in your move binder.
  • Stay calm. Take everything one step at a time.
  • Supervise moving crews during the Move Day packing and loading.
  • Make a final check of every room and closet to ensure that nothing is left behind.

1st Day and Night in Your New Home

  • Explore every room, taking time to adjust to your new surroundings.
  • Take pictures. These will help you make decorating decisions as you begin to unpack and position furniture. And they’ll be fun for you and your family to use in comparing “before and after” pictures once you’re settled in.
  • Get out those two “First Night” boxes you packed about two weeks ago, and put ’em to use!

Additional Planning Tips for Your Move

  • Selecting a Mover. If you’re like most people, you’ll want to hire a moving company to handle your move. Different companies charge different rates depending on the services you choose. And those services can encompass everything from packing, loading, and transporting your possessions to car transit, shuttle, assembly/disassembly, and other services. Make sure you understand what each service provided actually entails, then choose the mover and the services that best fit your needs and budget.
  • Supplies. Don’t forget to set money aside for moving supplies. You’ll need boxes in a variety of sizes and configurations (including specialty boxes and custom crates), tape, packing paper, newsprint, and other such materials. All this can add up to quite an expense. If family and friends can provide some of the supplies you need, you might save a bundle.
  • Service Transfer Fees. These are extra fees some utility, Internet, TV, and phone companies charge for transferring your service to another location. Contact your providers before Move Day to see what they charge for this, if anything, so you can fit the expense into your budget.
  • Travel expenses. Whether you and your family are traveling to your new home by plane or car, there will be some costs associated with this – for hotel rooms, gas, snacks, and meals, if nothing else. Plane tickets obviously will cost you, as will the taxi or shuttle you’ll need to get to your new home from the airport.
  • Fix-Up Fees. Plan on spending more money to make your new home your own. Even the newest house may need a little touch-up before you feel truly comfortable in it: some new interior paint or a few more décor pieces, for instance. But maybe you need to do little renovating as well, such as knocking out a wall to open up a space. This you should have determined when you bought the home so you could include the costs in your move budget up front.

In short: Plan ahead. Plan carefully. Plan in detail. And your move might actually turn out to be the exciting adventure you’d hoped it would be. At the very least, it’ll be a far more organized and enjoyable experience than if you’d left it to the last minute – and to chance!

 
 
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As a first time homebuyer, SIRVA made everything easy to understand and stayed in constant communication with us to make our home purchase quick and painless. I would definitely recommend them to anyone looking to buy a home.
- Christina
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Sirva Home Benefits is a tradename used for marketing and is not licensed to conduct business in New York. This site is not authorized by the New York State Department of Financial Services. No mortgage loan applications for properties located in the State of New York can be facilitated through this site.
 
1 Sirva Home Benefits is a brand name of Sirva Worldwide used to offer a suite of products for homebuying purposes. Mortgage lender (Sirva Mortgage, Inc.2), Sirva entity making real estate referral (Sirva Relocation LLC3), and van lines providing moving services (Allied Van Lines, Inc. and North American Van Lines, Inc.4)  are affiliated entities. You are not required to use all programs in order to receive the benefits but the offer for the mortgage closing cost credit of up to $500 only applies when using a Sirva program identified lender, the cash back offer only applies when using a Sirva referred real estate broker, and any discounts on moving services are only applied when using an affiliated van line. Sirva's Affiliated Business Disclosure (including affiliations and information on estimated charge or range of charged) can be found here. Each program benefit is offered separately. Program benefits are only available through program participants but you are not required to use all programs to receive each separate benefit.
 
Sirva endeavors to refer real estate brokers and agents, household goods providers and other service providers that provide quality services and products. However, Sirva and its respective associates, agents, representatives and clients cannot make any representations or warranties as to the fitness and applicability of the referred brokers and agents, household goods providers and other service providers and their service for your particular situation and purpose. Sirva does not provide a warranty with respect to your particular engagement, relationship and experience with the party referred brokers and agents or their services. You must evaluate the brokers, agents household goods providers and other service providers and their services and make selections and decisions based upon your own best judgment, interest, priorities, and concerns. Sirva is not providing advice with respect to any selection or decision you may make.  
 
To provide you with better service, Sirva may collect certain anonymous information on how you use our website(s). To view our Privacy Policy, click here. To view our Cookie Policy, click here.  
 
2 This not an offer of credit. This is not an offer to enter into an interest rate lock-in agreement nor is this notice of loan approval. Mortgage approvals are rendered based on individual credit qualifications. Sirva Mortgage is engaged in the business of originating residential mortgage loans. We are licensed or authorized to conduct mortgage loan origination in all 50 states plus the District of Columbia. Sirva Mortgage is not a depository institution and does not act or represent itself as a full-service bank. Reference to the term “mortgage banker” is a common, accepted industry term referring to companies engaged only in the business of making mortgage loans. Various state laws and regulations and our license type(s) in various states refer to us as a mortgage lender, mortgage banker or mortgage broker. For our Privacy Policy and Affiliated business relationships disclosures please visit https://mortgage.sirva.com/about/about-sirva-mortgage. Please see the complete required license disclosure below. Call 800-531-3837 for more information.

For those looking to refinance – even if your refinanced rate or APR is lower, by refinancing your existing loan, your total finance charges may be higher over the life of the refinanced loan.

Sirva Mortgage, Inc. NMLS ID #2240, for licensing information, go to: www.nmlsconsumeraccess.org. Main Office Address is 6000 Lombardo Center, Suite 500, Seven Hills, OH 44131; Telephone: 1-800-531-3837. We are licensed by/as (among others): Arizona Licensed Mortgage Banker, License #0901430; Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act, License #4130944; Georgia Residential Mortgage Licensee #6221; Illinois Residential Mortgage Licensee; Kansas Licensed Mortgage Company, License #MC.0025314; Massachusetts Mortgage Lender, License #ML2240; Nevada Licensed Mortgage Banker, License #1043; Licensed by the N.J. Department of Banking and Insurance; Licensed Mortgage Banker – NYS Banking Department; Oregon Consumer Finance Act license #ML-186; Rhode Island Licensed Lender; Texas Mortgage Banker Registration #2240; WA Consumer Loan Company License #CL-2240.

“CONSUMERS WISHING TO FILE A COMPLAINT AGAINST A MORTGAGE BANKER OR A LICENSED MORTGAGE BANKER RESIDENTIAL MORTGAGE LOAN ORIGINATOR SHOULD COMPLETE AND SEND A COMPLAINT FORM TO THE TEXAS DEPARTMENT OF SAVINGS AND MORTGAGE LENDING, 2601 NORTH LAMAR, SUITE 201, AUSTIN, TEXAS 78705. COMPLAINT FORMS AND INSTRUCTIONS MAY BE OBTAINED FROM THE DEPARTMENT’S WEBSITE AT WWW.SML.TEXAS.GOV. A TOLL-FREE CONSUMER HOTLINE IS AVAILABLE AT 1-877-276-5550.

THE DEPARTMENT MAINTAINS A RECOVERY FUND TO MAKE PAYMENTS OF CERTAIN ACTUAL OUT OF POCKET DAMAGES SUSTAINED BY BORROWERS CAUSED BY ACTS OF LICENSED MORTGAGE BANKER RESIDENTIAL MORTGAGE LOAN ORIGINATORS. A WRITTEN APPLICATION FOR REIMBURSEMENT FROM THE RECOVERY FUND MUST BE FILED WITH AND INVESTIGATED BY THE DEPARTMENT PRIOR TO THE PAYMENT OF A CLAIM. FOR MORE INFORMATION ABOUT THE RECOVERY FUND, PLEASE CONSULT THE DEPARTMENT’S WEBSITE AT WWW.SML.TEXAS.GOV.”

Licensed Mortgage Loan Originators’ NMLS IDs are available upon request for licensing information, go to: www.nmlsconsumeraccess.org.
 
3 Sirva Relocation LLC is a licensed real estate broker. Sirva Relocation LLC is making the referral as a licensed real estate broker and will refer you to a licensed real estate broker in the selected area that will provide you the real estate services.
 
Real Estate referrals are made by Sirva Relocation LLC an affiliated business of Sirva Worldwide and a licensed real estate broker. $500 cash back for every $100,000 only available when using a Sirva referred real estate agent, the purchase and/or sale price is above $75,000. Program reward amount is based upon at least 6% real estate commission and the participating broker receiving at least one half of commission. If the commission amount or the split is reduced the program reward will be reduced proportionately. To receive the award, customers must close their real estate transaction with a SIRVA-referred real estate agent. Due to state regulations, the award program is not allowed in AK, AL, IA, KS, LA, MO, MS, ND, OK, OR, TN.  Cash back available in NJ on purchases only. Additionally, if you choose to sell your home with a Sirva-referred broker in these states, the benefit will be provided in the form of a reduced real estate commission. If you are purchasing a home and use a SIRVA-referred broker in these states, and also choose to work with an approved lender for your financing, the approved lender will issue you a credit toward closing costs; in addition to any other closing cost credit provided by your loan program. You may use any lender you choose for your financing, but closing cost credits cannot be issued without utilizing an approved lender. None of these programs are valid for corporate-sponsored relocations or ineligible property types. You should always consult your tax advisor about the tax implications of receiving cash back.
 
Properties eligible for the Real Estate Cash Back Program must meet the following criteria: (a) located in the U.S.; (b) a completed primary, single-family residence, townhouse, two-family duplex, or condominium unit, in each case owned and occupied by Employee (or in the case of a two-family duplex, where the entire property is owned by Employee and one unit of which occupied by Employee).
 
Programs can be cancelled or modified at any time without notice. Please go to http://www.sirvahomebenefits.com or call 800-579-2970 to learn more and see how you can get your cash back benefits. You may also contact us at 6200 Oak Tree Blvd., Ste 300, Independence, OH 44131.
 
In the state of New Jersey a purchaser is obligated to pay any applicable taxes for receipt of the real estate cash back rebate and the purchaser should contact a tax professional concerning any possible tax implications of receiving the rebate. 
 
4 Sirva Moving Services – Moving discount applied to interstate moves. For moving benefit details go to http://www.sirvahomebenefits.com. Local and instate move discounts may vary. This offer applies to household moves between the 48 contiguous states. The interstate moving discount is based on rates in published tariff HGB 400-N (or reissues thereof) in effect on the date of the shipment loads. North American Van Lines MC #107012 U.S. DOT No.070851. Texas intrastate moves are hauled under the authority of North American Van Lines of Texas, LLC TxDMV No 0000009188; Texas DMV Phone No. 1-888-368-4689; Allied Van Lines, Inc. MC #15735 U.S. DOT No.076235. Texas intrastate moves are hauled under the authority of Allied Van Lines, Inc., TxDMV No 0000007143; Texas DMV Phone No. 1-888-368-4689. Programs can be cancelled or modified at any time without notice. Please visit http://sirvahomebenefits.com for additional terms and conditions, including the use of third party services.
 
5  Average customer savings calculation for all relocation benefits is based on a $250,000 home value when using a SIRVA referred agent to buy and/or sell a home. $3,400 total cash back and savings consist of a cash back reward of $2,500 for real estate program (buy & sell), plus $500 mortgage closing cost credit (credit provided only through program lender) and $400 savings on interstate move with our affiliate van line. A combined savings of $3,400. Certain state restrictions apply to the real estate cash back program. Call 866-631-2261 for details and disclosures. Terms and conditions apply. Cash back rewards are available separately on the buy and sell transactions. Offer not available to those with a full service, company paid relocation package.
 
6 If we don’t close on your loan with Sirva Mortgage the date stated in the purchase contract, due solely to Sirva Mortgage’s delay when given at least 21 days from lock to close, we will pay you $1,000. Delay penalty does not apply to refinances. 
 
7 Savings calculation based on an average our clients saving more than $45 per month & $23 a month on mortgage insurance on their mortgage payments multiplied by 12 months on a 30 year mortgage. Payment average compared to national average rates published by FHLMC, found at www.freddiemac.com/pmms from 1/1/2015-12/31/2015 with loan amount of $315,142. For a 30 year fixed rate the national average interest rate was 3.84% with a principal and interest payment of $1,475 compared to the SIRVA Mortgage average interest rate of 3.59% with a principal and interest payment of $1,431. Mortgage insurance savings as measured by United Guaranty for the period 1/1-12/31/2015.
 
8 Sirva Mortgage earned the highest average score from relocating employees among national competitors in the 26th Nationwide Relocating Employee Survey for 2020 by Trippel Survey & Research, LLC©.
 
Important terms and conditions apply to the closing cost credit. Closing cost credit will not exceed borrower’s closing costs, up to $500. Please go to http://www.sirvahomebenefits.com to learn more and see how you can receive a closing cost credit.  
 
Real Estate referrals are made by Sirva Relocation LLC an affiliated business of Sirva Mortgage, Inc. and a licensed real estate broker. Sirva Mortgage, Inc. may receive a financial or other benefit as a result of the affiliated relationship with Sirva Relocation LLC. Important disclosures apply to the use of affiliated companies. You are not required to use Sirva Mortgage to receive the cash back benefits. You are not required to use the cash back benefit to apply for or obtain a loan from Sirva Mortgage. Sirva’s Affiliated Business Disclosure including rates for the services you may select is found at https://www.sirvahomebenefits.com/affiliatedbusinessarrangements or call for a copy. Please visit http://sirvahomebenefits.com for additional terms and conditions, including the use of third party services.
 
On the special offers page Star Box, Penske and Apartments.com are independent companies not affiliated with Sirva or the Sirva Home Benefits program except for this referral. Sirva endeavors to refer service providers that provide quality services and products. However, the Sirva Home Benefits program cannot make any representations or warranties as to the fitness and applicability of the referred service providers and their service for your particular situation and purpose. Sirva does not provide a warranty with respect to your particular engagement, relationship and experience with any referred service provider or the services or the suppliers. You must evaluate the service providers and their services and make selections and decisions based upon your own best judgment, interest, priorities, and concerns. Sirva is not providing advice with respect to any selection or decision you may make 

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