Share This Checklist

  • Submit a change of address form online or in-person at the post office to ensure mail is forwarded to your new address.
  • Driver’s License: Visit your local Department of Motor Vehicles (DMV) to update your address on your driver’s license or state ID.
  • Voter Registration: Check and update your voter registration information with your local election office.
  • Insurance Policies: Inform your health, auto, home, and any other insurance providers of your new address.
  •  
  • Banks and Credit Unions: Update your address with your bank(s) and credit unions to ensure account statements and communications are sent to the correct location.
  • Credit Card Companies: Inform credit card issuers of your new address to avoid issues with billing and communications.
  • Investment Accounts: Update the address on any investment or retirement accounts.
  •  
  • Utilities: Notify utility companies (electric, water, gas, internet) of your move and set up service at your new address.
  • Streaming Services: Update address information for any streaming services or memberships that require it.
  • Magazine and Newspaper Subscriptions: Change the address for any print subscriptions to continue receiving them.
  •  
  • Human Resources Department: Inform your employer’s HR department of your new address for payroll and tax purposes.
  • Retirement Plans: Update your address for any retirement accounts or benefits programs.
  •  
  • Social Security Administration: Notify the SSA of your new address, especially if you receive benefits.
  • IRS: Update your address with the IRS to ensure you receive tax documents and communications.
  •  
  • Doctors and Dentists: Inform your primary care physician, specialists, and dentist of your new address to ensure your medical records are updated.
  • Health Insurance Provider: Update your address with your health insurance company.
  •  
  • Online Shopping Accounts: Change the shipping address for major online retailers (Amazon, eBay, etc.).
  • Social Media Accounts: Update your location on social media platforms if desired.
  •  
  • Loyalty Programs: Update addresses for any loyalty programs or memberships (airlines, hotels, grocery stores).
  • Clubs and Organizations: Inform any clubs, organizations, or associations of your new address.
  •  
  • Track Changes: Maintain a list of all entities notified of your address change for your records.
  • Follow Up: Check that all updates have been processed, especially with important institutions.

Leave Your Heirs The Gift Of Organization With a CLEAR Kit

Did you know?

The average estate takes 570 hours to administer.

Other Useful Checklists