Employee & Executive Relocation Checklist

📝 Pre-Relocation Planning (60–90 Days Before Move)

🔹 General

•  Review and sign the relocation package and policy
•  Confirm relocation benefits (e.g., home sale assistance, temporary housing, tax gross-ups, spousal support)
•  Assign a dedicated Relocation Counselor (if applicable)
•  Establish timeline with target move date
•  Notify current landlord or begin home sale process (if applicable)
•  Research new location (schools, lifestyle, cost of living, etc.)
•  Set a relocation budget (track reimbursable and out-of-pocket expenses)

🔹 Housing

•  Schedule a home finding trip (if offered)
•  Decide whether to rent or buy at destination
•  Engage with real estate agents in departure and destination locations
•  Begin home sale or lease termination process
•  Get a home valuation and/or appraisal (Amended Value or GBO program if included)

🔹 Schooling (if applicable)

•  Research schools and daycares in the new location
•  Collect academic records, immunizations, and transfer paperwork
•  Contact schools to schedule tours and enroll children

🔹 Employer Coordination

•  Schedule final work date at current location
•  Coordinate start date at new location
•  Arrange for time off needed for moving
•  Discuss tax implications with HR/Payroll

🔹 International Only

•  Apply for required visas and work permits
•  Schedule consular appointments
•  Obtain international driver’s license (if needed)
•  Research destination country's laws, taxes, and customs
•  Start language or cultural training (if offered)

📦 Moving Preparation (30–60 Days Before Move)

🔹 Logistics

•  Schedule household goods survey with moving company
•  Decide on shipping vs storage of household items
•  Make arrangements for transporting pets
•  Notify utility companies of disconnection dates
•  Arrange utility setup at the destination
•  Submit mail forwarding through USPS or postal provider

🔹 Documentation & Finances

•  Secure important personal and financial documents
•  Notify banks, insurance providers, and credit card companies
•  Set up new bank accounts (for international moves)
•  Update voter registration and driver’s license address

🔹 Health & Insurance

•  Obtain medical and dental records
•  Identify healthcare providers in new area
•  Confirm coverage with health insurance provider
•  Schedule last check-ups for all family members

🔹 International Only

•  Research and schedule vaccinations
•  Understand customs regulations (items you can/can’t bring)
•  Prepare for currency exchange and access to funds abroad
•  Set up international mobile service or SIM cards

🏠 Departure Week

•  Conduct final walk-through of current home
•  Complete move-out cleaning and repairs (if required)
•  Confirm travel and accommodation arrangements
•  Confirm move-in date with destination housing
•  Create an "Essentials Bag" (passports, toiletries, clothes, electronics, medication)

✈️ Relocation Travel & Move-In

🔹 Domestic & International

•  Travel to new location (airfare or vehicle transport)
•  Check into temporary housing or permanent residence
•  Perform move-in inspection and inventory
•  Supervise household goods delivery
•  Test utilities, appliances, and internet
•  Unpack and begin settling in

🧾 Post-Move Activities (First 30–60 Days After Move)

🔹 Personal Setup

•  Register vehicle and get new driver’s license
•  Register children in school
•  Find local service providers (doctors, vets, babysitters, etc.)
•  Establish new routines and explore neighborhood

🔹 Professional

•  Meet with new manager or relocation support team
•  Complete any post-move expense reports
•  Participate in post-relocation surveys or check-ins
•  Begin new role and integrate into office or virtual team

🔹 International Only

•  Complete residency registration (if required)
•  Schedule cultural orientation follow-ups
•  Stay in contact with tax and legal advisors for compliance

✅ Ongoing Support (First 6–12 Months)

•  Finalize permanent housing (if previously in temporary)
•  File relocation-related tax documentation (Form 3903, etc.)
•  Attend any ongoing relocation counseling or adjustment programs
•  Ensure all reimbursements are processed
•  Provide feedback to HR and relocation vendor