Job Change Checklist

New Job?


A new job is exciting but it can affect your financial needs and strategies. Please reference this list for potential to-do items in the event of a job change.

Talk to your financial professional about:

☐ Revising your comprehensive financial plan to account for any income or benefit changes

☐ Setting up an account to receive new or rollover assets

☐ The potential need to set up or change investment allocations

☐ Determine the appropriate amount of contributions under your employer’s compensation plan

☐ The need for private long term disability income insurance

☐ Your life insurance needs

Additional action items:

☐ Talk to a professional about any tax implications or changes due to your change in employment

☐ Update your contact information and address on all accounts and policies held by your previous employer

☐ Notify your accountant or IRS of your change in employment

>> Click here to download this checklist

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