Changing jobs is rarely just a change of desk, it’s new benefits, a new retirement plan, often a new city or salary, and a pile of loose ends from the last role. And like every milestone, it’s not just the new title, it’s all the stuff attached to it. And remember, every path is unique; these are suggestions, not advice.
Don’t leave anything behind
- Roll over or consolidate your old 401(k) so it doesn’t get lost or stranded.
- Update beneficiary designations at your new employer, they don’t carry over.
- Refresh your Will to reflect your new situation.
- Make sure your Health Care Proxy and Power of Attorney are current, Gentreo’s Health Care Proxy includes HIPAA authorization and an advance directive, and your Power of Attorney lets someone you trust handle financial matters if you can’t.
Reset your safety net
- Compare your new short- and long-term disability coverage and fill any gaps.
- Re-check your life insurance now that your income and obligations have changed.
- Store your new offer letter, benefits elections, and equity paperwork in your Gentreo Digital Vault.
- Moving for the role? A new place touches everything, your home, your documents, schools, even who walks the dog, see Moving to a New State when you’re ready.
Documents to consider
Transitions are busy. Handle the money and the paperwork once, and you can focus on the work itself.
More momentum. Less loose ends.
Gentreo is not a law firm or a substitute for a law firm or attorney or an attorney’s advice. Gentreo provides self-help services at your specific direction.
