Moving to a new home is definitely an exciting time, but it can be just as exhausting as there are several things to think about—from packing your life away to hiring the best professional movers to make your transition smoother, planning ahead is essential to achieve a more effortless moving experience. 

But beyond the basics of moving, you also need to consider other crucial factors that can impact your life once you change your address. Here are a few things to keep in mind as you prepare to move:

What to Consider When Changing Your Address

Tip #1: Notify Your Tax Agencies

One of the first things you should do when changing your address is to notify your tax agencies. This includes the Internal Revenue Service (IRS), your state tax agency, and your local tax agency. This way, you will ensure that you receive any tax refunds or other correspondence that may be sent to your old address.

If you’re moving within the same state, you’ll only need to update your address with the IRS. But if you’re moving to a new state, you’ll need to file a change of address form with both the IRS and your new state’s tax agency. When changing your address with the IRS, be sure to include your new address, your old address, and your signature. You can update your address online, by mail, or by calling the IRS.

Tip #2: Notify Your Insurance Companies

Another vital step to take when changing your address is to notify your insurance companies. This includes your health insurance, life insurance, and any other type of insurance you may have. This way, your insurance coverage will not be interrupted, and you will still be able to receive any correspondence from your insurance companies.

Tip #3: Notify Your Bank and Other Financial Institutions

You will also need to notify your bank and other financial institutions of your new address. This way, your bills will be sent to your new address, and you will still be able to receive any correspondence from your financial institutions.

Tip #4: Notify Your Social Security Administration

If you’re moving, you’ll need to update your address with the Social Security Administration (SSA). You can do this by calling the SSA at 1-800-772-1213, or by visiting your local SSA office. You’ll need to provide them with your new address, and you may need to provide proof of your new address, such as a utility bill or lease agreement.

It’s important to keep your address up to date with the SSA, as this is how they’ll send you essential correspondence, such as your Social Security Statement and benefit verification letters. It’s also how they’ll contact you if there are any changes to your benefits.

The Bottom Line: The Essential Change of Address Checklist to Tick Off When Moving

As you get ready to move to a new home, don’t forget to take care of a few important details that can impact your life after you change your address. From notifying your tax agencies to updating your internet and electric service providers, a little advance planning can go a long way toward making your transition smoother.

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