Sorting Your Records & Files Before You Move

Aside from packing computer and organizing books for an upcoming move, your need to keep your documents safe. For some, sorting files can be a tedious process. In this post, you will learn how to sort your files and records in your home office or den without missing anything.

Most of the time, people keep their documents in a drawer or shelf and when you are moving to another place, you need to get all the records smoothly. Here are some personal records you have to collect:

School records

Usually, most schools will transfer your children's records to the new school, but it is best to obtain copies even for a fee. If your child is applying to a college or university,you can request for a certified copy of their transcript that can be mailed to your new address.

Medical records

Make sure you have copies of you and your family's medical records. It will be great if you can find a new physician prior to moving so they can just call for your files. But this is different when you are moving out of country as records are not easily transferred across borders. That's why it's best to obtain a complete copy of medical records from your family doctor, dentist, optometrist, and other healthcare professional.

Vet records

If you are moving with pets, they will also need copies of veterinary records especially if you are moving out of state. Vaccination records and health check-up are just some of the requirements for the immigration of animals.
Financial records

Keep your current bank statements, investments, and account information handy. Doing so will help in transferring funds to a new financial institution.

Bills and receipts

Upon payment of your bills and closing your accounts, keep a record of payment and final statement. It is good to have a proof in case the company claims that you failed to pay for the services.

After collecting important documents, secure them in folders and label properly for easy access. Use a fine-tipped marker to make the labels reader friendly. Then you can purchase a portable file box designed for storing and transporting your files. A file box can endure even the toughest moves. Use a color-coded system so you can find things quickly and make sure you didn't misplace something. As always, mark the box clearly to avoid being loaded in the moving truck. According to professional movers, your records should be treated confidential and it is best to take them with you. Make sure to inform your tax office of your new location if you work from home or have a home-based business.

Follow all these tips that are approved by professional movers and you can pat yourself on the back for doing a great job in organizing your files!