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Personal Move Service Request Form

Please complete this form and “submit” it electronically below. If you have any questions, please don't hesitate to contact Samantha at 800-527-9733 ext. 224, samantha.harley@acemoving.com or Helen at 914-980-2412 or hmneece@higheredrelo.com

Affiliated Institution:
Status (i.e. new hire, retiree, alumni, student):
Name:
Spouse/Partner's Name:
Current Home Phone:
Cell Phone:
Current Email:
Current residence address:
New residence address:
Anticipated relocation date:

By completing and submitting this form you are authorizing HERS to incur expenses on your behalf, up to and including all services you authorize below. You must provide a credit card number to be charged before actual services can be provided (i.e. area familiarization tour; packing material deliveries; moving services; temporary housing arrangements etc.). Page 4 includes relocation related expense tax information provided for your convenience however, you should consult with your tax professional.

Household Goods Moving and Storage Services is just one of the many benefits HERS can offer . Please click on the appropriate green heading for more information.

Area Familiarization Tours are helpful in determining whether to accept a new position or if an area is of interest for your upcoming relocation.

Home Sale and/or Purchase rewards program includes $50 for every $10,000 of home sale or purchase value, if you are not currently working with a broker.

Mortgage Services one stop shopping for timely service and best value.

Home Builder Discounts available in many areas

Temporary Housing we can provide multiple options to fit your needs and budget

I am interested in getting a Household Goods Move quote which includes the following services: Must meet distance and time test noted on page 4 *

Packing Materials
Yes No

Packing Material delivery to residence
Yes No

extra stops
Yes No

Full Packing Service
Yes No

Packing of fragile only
Yes No

Full Unpacking Service
Yes No

Unpacking of Mattresses only
Yes No

Packing material debris pick-up (included in unpacking service)
Yes No

Crating/Uncrating Service
Yes No

Extra Stops at other than Primary residence
Yes No
(# authorized)

Appliance/Fixture Servicing/disconnect reconnect
Yes No

Auto Transportation up to
vehicle Yes No

Bulky items:
Pianos: Yes No
Riding Mowers: Yes No
Big Screen TVs: Yes No
Boats/Canoes: Yes No

Storage up to 30 days
Yes No
Storage beyond 30 days
Yes No up to days*

Pet Transportation:
Yes No

Laboratory Relocation Project Management - Business expense - please complete a Lab Relocation Project Management Service Request Form

*Non-deductible items. For more information about IRS move related tax compliance issues visit www.irs.gov/pub/irs-pdf/p521.pdf and review information provided on page 4 .

To give us a better understanding of the scope of your household goods relocation needs, and eliminate the need for multiple mover in home surveys, please complete the information below:

Are all materials to be relocated are at the primary residence ?

If not, please indicate the location and a list of materials at any extra stops at storage facilities; offices; secondary residences, etc:

Itemize the rooms of furniture in your primary residence to be relocated (do not include bathrooms but please include areas such as garages; storage sheds and attics):

Please list any particularly bulky items (i.e. riding mowers; big screen tvs; autos (include make and model); swing sets; pool tables; pianos; boats (including canoes and row boats):

Please list any appliances or fixtures that will require servicing prior to moving and/or after delivery. For example: appliances (note if gas or electric); swing sets; pool tables; water beds; big screen tv; lighting fixtures, etc.):

If you have an extraordinary number of books or files, please indicate the number of linear feet to be relocated (i.e. a 7 shelf bookcase that is 3 feet wide would be 21 linear feet of books; a 5 drawer vertical file cabinet that is 18” deep would be 7.5 linear feet of files):

While our moving service partners are experts (all loose materials will be packed in appropriate materials and all furniture will be pad wrapped) are there any items that may require wood crating (i.e. particularly delicate antique furniture; sculptures, oil paintings, etc.)? If so, please give the approximate dimensions of these items (please note that our service provider will take exact measurements when the in home survey is performed):

To be certain your goods are properly covered in-transit, please list any items of extraordinary value (i.e. could not be replaced at a normal department store like Macy’s) for example antiques, artwork, sculptures, etc.). Jewelry, crucial documents, prescription medications and currency should travel with you personally, not with the movers.

Please note that the following relocation related items are generally not tax deductible:

  • Any part of the purchase price of your new home.
  • Car tags.
  • Driver’s license.
  • Expenses of buying or selling a home (including closing costs, mortgage fees, and points).
  • Expenses of entering into or breaking a lease.
  • Home improvements to help sell your home.
  • Loss on the sale of your home.
  • Losses from disposing of memberships in clubs.
  • Mortgage penalties.
  • Pre-move house hunting expenses.
  • Real estate taxes.
  • Refitting of carpet and draperies.
  • Return trips to your former residence.
  • Security deposits (including any given up due to the move).
  • Storage charges except those incurred in transit (storage related charges up to 30 days are not taxable).
  • Meal expenses while traveling to new home (reasonable lodging expenses are not taxable).
  • If the household goods move expenses do not meet the distance* and time test**

*Distance Test
The new principal workplace must be at least 50 miles farther from your old home than your old workplace was. For example, if your workplace was 3 miles from your old home, your new workplace must be at least 53 miles from that home. If you did not have an old workplace, your new workplace must be at least 50 miles from your old home. The distance between the two points is the shortest of the more commonly traveled routes between them.

**Time Test
You can generally consider moving expenses incurred within 1 year from the date you first actually go to work in the new location. You must work full time for at least 39 weeks during the first 12 months after you arrive in the general area of your new job location. Full-time employment depends on what is usual for their type of work.