Moving checklist

[vv84 0]

Hi Everyone,

 

I'm making the big move on the 31st! I'm super excited! I've made a checklist and just wondering if I'm missing anything. Any advice would be greatly appreciated. I'm wondering about CPP/CRA/AB health mail notifications. Anyone have experience with this? If so how do you do it? (strike through is stuff I've already done):

 

Personal
family doctor - also get copies of medical records for new doctor or permission to transfer files directly
dentist - get copies of dental records or permission to transfer directly
Insurance - life and car - cancel -may get rebate - update with spouse's name if keeping
telephone provider - change of address and final account payment/closing


Government
Canada Post - paid change of address for one year
Canada Revenue Agency - notify in writing of change of address and date leaving country re GST and CTB. (not eligible for either after leaving Canada)
Provincial Health Plan - not eligible after giving up Provincial residency
SIN -change of address
Canada Pension Plan - change of address (you will still get benefits when you retire if you have contributed) - add Spouse's name
Passport -make sure it will be valid for a while or get a new one
Driver's License -keep and check driving requirements on your Cdn license in your new state
Elections Canada - notify of change of address - you will need to notify Elections Canada of your out of country address so you can receive a special ballot in order to vote in any upcoming elections.

 

Employment
-obtain Record of Employment (ROE) from Employer as may be eligible for EI benefits
-pension plan or retirement benefits - may have to make electives from available options

Taxes
-employer - change of address for T-4s
-CRA - change of address in writing to mail you appropriate tax forms for exit taxes
-investments, etc - change of address for appropriate tax schedules/forms
-notify accountant of change of address


Financial Concerns
-bank change of address - set up accounts to monitor online, keep one account open for CRA direct deposit; of refunds
-RRSP - decide what to do and notify change of address
-Employment retirement plans -change of address and choose from listed options from provider
-any loans - make arrangements to continue payments
-credit cards - Visa, Mastercard, AmEx, Canadian Tire, gas cards, store cards, etc -change of address, no need to cancel
-obtain copies of Canadian credit report - you will have no credit in the US and they won't check Canadian sources so bring them with you - may help


Miscellaneous
-have friend or family monitor mail box to ensure mail is being forwarded or collected
-locate and bring important personal documents - school records, degrees, awards, accomplishments, birth certificates/baptismal certificates for self and children; court documents
-Driver's Abstract - get copy (may be required for licensing in new state)