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Pre-Move Checklist
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Banks and/or Investment Companies: Have accounts transferred and order new cheques. Arrange to transfer contents of safety box. |
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Mortgage Companies - if you own revenue property |
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Schools: Arrange to have your children’s school records transferred to their new school(s). |
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Notify Doctors, Dentist |
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Obtain all medical, dental, birth baptism and marriage records. |
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Obtain or arrange to transfer all pharmaceutical and eyeglass prescriptions. Transfer government or private healthy and hospital plans. |
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Arrange to have your mail forwarded and obtain change of address cards. |
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Transfer vehicle registration and insurance. Check into auto licensing requirements. |
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Credit card companies |
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Notify Accountant |
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Notify Clubs and Associations |
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Get estimates from moving companies |
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Obtain boxes/containers for packing |
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About 1 week before moving, take down permanently attached items, eg. curtain rods & shelves |
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Life Insurance: If you will have a mortgage on your new home you need to consider mortgage insurance. You should compare the advantages and differences in regular term insurance to what the banks and trust companies offer. |
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House Insurance: Call your insurance agent and cancel your existing policy. The effective date for the cancellation should be one business day AFTER your actual possession date, (the purchaser’s and vendor’s policies should overlap each other to protect both parties on the possession day.) Have a policy set up for your new home. If you are purchasing a home and either placing or assuming a mortgage, you will be required to provide "Proof of Insurance" to your lawyer, in order to have possession - so make arrangements with your insurance company to get a copy of the "Cover Note" to your lawyer.
If you do not have an Insurance Agent/Broker I would recommend Bishop & Morrow.
Bishop & Morrow 245-8743 |
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Contact your lawyer approximately two weeks after the conditions have been removed from your offer to purchase agreement. If you have not met, introduce yourself and confirm that their office has received copies of all documents. |
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Two weeks prior to your move-in date call your lawyer again if you have not heard from him/her. You will need an appointment to sign your transfer and mortgage documents. |
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The City of Calgary offers a direct monthly payment plan called T.I.P.P. Check the policy of your bank regarding property tax. If you feel that you may go with the direct payment option you can assume a T.I.P.P. account from a previous owner or you can establish a new account if you notify the city. If your existing tax account is paid by T.I.P.P. be sure to put a stop payment on the automatic withdrawal. Be sure to call as soon as practical.
City of Calgary Assessment 234-7480 |
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3-4 weeks before your move, tour the house and decide which items should be discarded or donated to charity. Consider a garage sale. |
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Make sure your car is prepared for the trip. |
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Return everything borrowed, retrieve everything loaned out. Don’t forget to return library books. |
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Approximately 2 weeks before you move, try drawing up a floor plan of your new home. To make moving twice as easy, decide on your furniture placement now. If you have children or pets, consider arranging for a baby-sitter or kennel for moving day. |
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Notify neighbors of when you are moving. |
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| Packing Tips: |
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w Get packing paper, felt pens, heavy twine or packing tape. |
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w Mark box contents, room to be put in, and order of loading/unloading. |
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w Mark or point out fragile items |
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w Empty gas from lawn mowers, etc. |
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w Remove batteries from toys or appliances |
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w Take telephone book with you |
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w Carry jewelry, currency & valuable papers yourself |
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w Books should be packed on edge in small boxes. Pack Blankets in large boxes. |
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w Box weight should not exceed 60 lbs. |
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w Large power tools should be dismantled & secured for moving |
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Cost Checklist: |
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ü Net revenue from current home |
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ü Legal fees |
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ü Mortgage fees (Broker, Lender, etc.) |
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ü Mortgage interest adjustments (check with lawyer), and payout penalty |
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ü Property tax adjustments |
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ü Movers fee |
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ü Penalty if rental lease is broken |
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ü Realtor’s fee |
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ü Moving fees for kennels, sitters, etc. |
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ü Check date for first mortgage payment. |
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ü Renovation or purchase costs. |
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ü Deposits required for set up/transfer of phones, utilities, electric, gas. |
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ü Appraisal fees |
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ü New real property report/survey fees. (including city compliance stamp) |
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ü Home inspection company fees |
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