Appendix C
Closing and Moving Checkl ists
The following checklists will help you stay organized as you go through the process of closing on a home and moving:
Closing Checklist
❑ Apply for a certificate of continued use, certificate of occupancy, or smoke certificate at least two weeks prior to closing. Bring original certificate to the closing.
❑ Be sure that all personal belongings are removed from the property (including garage, storage sheds, and lawn).
❑ If you live in a condo or co-op, notify the Board of Directors in advance so that they can schedule their pre-closing walk-through.
❑ Get final utility readings for gas, oil, electric, water, and sewer and get reimbursed by buyers for any payments you have already made.
❑ Get reimbursed by buyers for already-paid condo or co-op monthly maintenance fees and assessments.
❑ Get reimbursed by buyers for prepaid services such as garbage pickup, septic tank, and landscaping.
❑ Pay buyer for agreed-upon inspection items that may be in need of repair.
❑ Pay Realtor’s commission, attorney fees, recording fees, and document delivery costs.
❑ Make sure that all mortgages, debts, or liens on the home have been paid and resolved.
❑ Pay realty transfer tax, if applicable in your area.
❑ Calculate your profit (capital gains) or loss and report the sale to the IRS.
❑ Read, approve, and sign the HUD Settlement Statement.
❑ Leave (in the home) instructional manuals and warranty information for appliances and home systems for the new homeowners.
❑ Organize and label all copies of home keys and bring them to the closing.
Moving Checklist
❑ Find, get estimate, hire, and schedule the mover.
❑ Notify post office of address change.
❑ Notify bank, credit card companies, insurers, physicians, schools, and delivery services of the move.
❑ Give yourself enough time to plan for the proper disposal of hazardous waste materials such as paint cans and propane tanks.
❑ Plan for transportation of pets.
❑ Contact utility companies for final readings.
❑ Have enough cash on hand for moving day.
❑ Carry small valuables and important documents yourself in the move.
❑ Have a plan to keep children occupied during the truck loading.
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