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Relocation File Checklist

General Information

  • Collect the full name of the employee.
  • Ensure correct spelling and format.
  • Confirm with the employee if necessary.
  • Obtain the official start date from the employer.
  • Verify any changes due to relocation logistics.
  • Record the date in the appropriate format.

Relocation Policy Review

Relocation Services

Home Sale Assistance

New Home Purchase Assistance

Expense Management

Temporary Housing

School and Community Information

Final Steps

Documentation

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