ChangeChecklist

Realtors, movers and property managers

Moving client checklist intake

A handout for clients who are moving: which services, accounts and records need the new address, and when.

Never write passwords, recovery codes, one-time codes, card numbers or account numbers on this form. Note where something is, not the secret itself.

Change your home address

Same questions as the home address plan, so the answers map straight onto a checklist.

About the move

  1. Where are you moving?

    • [ ] Within the same city or town
    • [ ] To another city in the same province or state
    • [ ] To another province, state or territory
    • [ ] To another country

  2. When is moving day?

    Optional. Used to date reminders in your checklist.

  3. Do you own or rent the home you're leaving?

    • [ ] I own it
    • [ ] I rent it
    • [ ] Neither (I live with family or in other housing)

  4. Will you own or rent the new home?

    • [ ] I'm buying it
    • [ ] I'm renting it
    • [ ] Neither
Your household

  1. Do you drive?

    • [ ] I have a licence and a vehicle
    • [ ] I have a licence but no vehicle
    • [ ] I don't drive

  2. Do you have children in school or daycare?

    [ ] Yes   [ ] No   [ ] Not sure

  3. Will they change schools or daycare because of the move?(if it applies)

    [ ] Yes   [ ] No   [ ] Not sure

  4. Do you have pets?

    [ ] Yes   [ ] No   [ ] Not sure

  5. Which of these describe your work?

    Pick any that apply.

    • [ ] I work for an employer (on-site or remotely)
    • [ ] I work from home, for an employer or myself
    • [ ] I run a business from home
Home services

  1. Which services do you have at your current home?

    Pick all that apply.

    • [ ] Electricity
    • [ ] Gas or heating
    • [ ] Water, sewer or waste
    • [ ] Internet
    • [ ] TV or home phone
    • [ ] Monitored alarm or security system
    • [ ] Smart home devices

  2. What's the plan for internet and TV?(if it applies)

    • [ ] Move my service with my current provider
    • [ ] Switch to a new provider
    • [ ] Not sure yet
Money

  1. Which banks or credit unions do you use?

    Each one gets its own checklist item.

  2. Do you have investment, pension or retirement accounts?

    [ ] Yes   [ ] No   [ ] Not sure

Everyday deliveries and services

  1. Which of these send things to your home?

    Pick all that apply.

    • [ ] Online shopping
    • [ ] Food or grocery delivery apps
    • [ ] Subscription boxes or meal kits
    • [ ] Magazines or newspapers
    • [ ] Doctor, dentist or pharmacy
    • [ ] Charities you donate to

Switch internet providers

Same questions as the internet provider plan, so the answers map straight onto a checklist.

About the switch

  1. Why are you switching?

    • [ ] I'm moving to a new home
    • [ ] Better price or speed
    • [ ] Reliability or service problems
    • [ ] Something else

  2. Do you work or study from home?

    [ ] Yes   [ ] No   [ ] Not sure

What uses the connection

  1. Do you have smart-home devices or printers on Wi-Fi?

    Cameras, doorbells, thermostats, speakers, smart plugs or printers.

    [ ] Yes   [ ] No   [ ] Not sure

  2. Do you have home phone service with your internet provider?

    [ ] Yes   [ ] No   [ ] Not sure

  3. Is TV or streaming bundled with your internet?

    [ ] Yes   [ ] No   [ ] Not sure

  4. Do you have an alarm system or medical alert device that uses your internet or phone line?

    [ ] Yes   [ ] No   [ ] Not sure

  5. Do you use an email address from your internet provider?

    For example an address ending in your provider's name.

    [ ] Yes   [ ] No   [ ] Not sure

Network setup

  1. Do you use any of these?

    • [ ] A static IP address
    • [ ] Port forwarding or remote access to home devices
    • [ ] A work VPN
    • [ ] My own router or mesh Wi-Fi

Want clients to fill it in online instead? Embed the planner on your site.