Residential Transition Checklist - Moving Families Initiative

Contact Information (Required)

Moving Families Initiative® Commitment:
We’re committed to assisting Initiative Parents in meeting their needs and achieving their goals by providing them the best products and services available to protect their entire family during periods of transition and change in their lives. Our commitment to serve Initiative Parent’s entire family, with a specific focus on protection for their children extends to the children’s aunts and uncles, and their grandparents and great grandparents.

Your Name*

First NameLast Name

Email Address:*

Daytime Phone Number:*

Area CodePhone Number

Residential Transition Checklist (Required)

1. Do you own the home you are moving from?*

YesNo

a. Will you be selling the property you are moving from?*

YesNo

2. What city or area are you moving to?*

3. Will you be purchasing a property in your new location?*

YesNo

a. Within what time frame would you like to purchase a new home?*

0-6 months6-12 months12-24 months

b. Do you need to sell the home you are moving from before you purchase your new home? *

YesNoNot Applicable

c. Will you need a home mortgage loan to assist you with the purchase of your new home?*

YesNo

d. Do you need assistance finding temporary housing, a rental property or leasing? *

YesNo

4. Whether purchasing or renting, will you need the services of a preferred, licensed agent to assist you with your insurance needs*

YesNo

5. Will any family member(s) move to your new destination/home before the rest of your family?*

YesNo

6. Will any family member(s) remain in your current location/residence after your family moves to your new location?*

YesNo

7. Do you have children between the ages of newborn and 19-years old who will move with you to your new location?*

YesNo

a. Newborn - Four (4):*

# of Children

b. Five (5) - 14:

# of Children

c. 15 - 19:

# of Children

8. Would you like assistance finding the right school(s) for your children in your new location?*

YesNo

9. Prior to your move, did any of your children participate in any school supported extracurricular activities (music, clubs, sports, etc.)?*

YesNo

10. Are any of your children planning to participate in any school supported extracurricular activities after you move into your new home?*

YesNo

11. Prior to your move, did any of your children participate in any non-school supported extracurricular activities (such as AYSO Soccer, golf or others)?*

YesNo

12. Are any of your children planning to participate in any non-school supported extracurricular activities after you move into your new home?*

YesNo

Additional Information (optional)

Do you have any other questions or comments?