Job Change Checklist

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Keeping up with the details of changing jobs or careers can be overwhelming. Use the following checklist to track your progress.

  When Deciding Whether To Change Jobs
Evaluate your reasons for changing jobs.
Take steps to improve your current situation.
Take advantage of professional development opportunities.
Supplement your education, as appropriate.
Network with professionals in jobs or careers that interest you.
Conduct informational interviews with individuals in jobs or careers that interest you.
Begin evaluating finances. Build an emergency fund equal to 3 to 6 months of basic living expenses.
  During Your Job Or Career Search
Servicemembers: Contact your career transition office.
Evaluate finances, including savings and insurance needs.
Acquire copies of medical records from physicians if you might be changing health insurance plans.
Calculate the value of your current benefits package.
Determine when you will be fully vested.
Consider working with a career counselor.
Research careers and jobs online.
Consider temporary or contract work.
Sharpen your interview skills.
Polish your resumé and proofread it carefully.
Track resumé distribution.
Determine if you will work with recruiters, employment agencies or career counselors.
  After Accepting A New Position
Notify your current employer.
Meet with an employee benefits coordinator for details of your current benefits package.
Ask when your current company-provided health insurance expires.
Ask when your new employer’s health insurance plan takes effect. Secure COBRA coverage, if necessary.
Request a certificate of creditable coverage for your new health care plan.
Decide how you will handle accumulated retirement savings plan assets. Make sure you understand related deadlines and receive associated documents.

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