Navigating Home Ownership – Part 5, Final Logistics

| April 30, 2019
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Once settled on your home, you will want to take care of changing your address and updating billing.

 

Suggested Billing Changes

  1. Old mortgage company – They should refund you your escrow account and any unused interest.
  2. Utilities – Turn off auto-payment and set end date and coordinate with new utilities.
  3. HOA – Turn off auto-payment for HOA fees and coordinate with new HOA.
  4. County taxes – Make final payment for property taxes on cars/house if needed.
  5. Home Owners Insurance – Contact them to cancel your policy if using another company.
  6. Cable/Internet/Phone – Contact them to stop or transfer service to new address.

 

Suggested Address Changes

  1. USPS – They will forward your mail for up to a year. This is the first change you should make
  2. All Banks, credit cards, payment processing services
  3. Social Security
  4. DMV
  5. IRS – You can wait until you file a tax return and then update at that time.
  6. Health Insurance
  7. Doctors
  8. Voter Registration
  9. Organizations you belong to or support (churches, gym, non-profits, etc)
  10. Magazine subscriptions
  11. Family members

 

Disclaimer: Alex Voorhees and Reston Wealth Management do not provide legal, accounting, realty or tax advice. This information is not intended to be a substitute for specific individualized legal, realty or tax advice. We suggest that you discuss your specific situation with a qualified investment, tax or legal advisor and/or licensed realtor.  The opinions voiced in this article are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) or strategies may be appropriate for you, consult your financial advisor prior to implementing a strategy. No strategy assures success or protects against loss. You should consider the investment objectives, risks, charges and expenses of any investment carefully before investing.

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