Move / Relocation Checklist

 Things to Do
If you are moving due to a life event such as a company job change/transfer, marital status change, termination or retirement, please review the appropriate checklists. Time
No Limit
  Do It
Change your name (including your preferred name), address or phone number. Time
No Limit
More Info Do It
Verify on the confirmation screen that the data you entered is correct. Due to technical limitations, your address can only be changed once per day. Time
No Limit
   
If you move to a new state or into/out of a county with local taxes, you should complete a new state tax withholding election form. Until you file this form, your withholding election will automatically default to a filing status of single, claiming zero exemptions. Time
No Limit
More Info Do It
Change your emergency contact, if necessary. Time
No Limit
  Do It
If you move out of your medical or dental plan's service area, you may need to change your plan. Time
Within 30 days
More Info Do It
You may be eligible to make changes to your Dependent Care and/or Health Care Reimbursement Accounts and your Pretax Medical/Dental Premium Program. Time
Within 30 days
More Info Do It
If you have changed your checking or savings account, you may need to change the account where your payroll check is being directly deposited. Time
No Limit
  Do It
Call LifeWorks for tips on local school information or dependent care resources. Time
No Limit
More Info Do It
If you made any benefit changes that affect your paycheck, check your Earnings Statement to verify that the correct deduction is being taken out of your paycheck. Time
No Limit
  Do It
You also may want to update your records with the state department that issues drivers' licenses as well as with the Social Security Administration. Time
No Limit
More Info  
Your Group Universal Life coverage will not be affected unless you move into or out of the state of Texas, since Texas mandates different coverage levels from other states. Time
No Limit
More Info