Guide

Document Checklist for Canadians Planning a Move to the USA

Updated content adapted from your legacy pages.

Document Checklist for Canadians Planning a Move to the USA

1. Identity and status-related documents

Exact requirements vary depending on your path, but it is generally useful to assemble:

  • Passports for all family members who may travel or relocate.
  • Copies of birth certificates and marriage or partnership documents.
  • Records of previous entries to the USA, if applicable.
  • Any existing immigration documentation or correspondence.

2. Employment and income documents

Employment-related documentation supports both immigration processes and practical tasks such as renting housing.

  • Recent employment letters and contracts, including role descriptions.
  • Pay statements for recent months and, where relevant, bonus or commission information.
  • Curriculum vitae or resume in a clear, up-to-date format.
  • Contact details for HR or mobility teams if moving within a company.

3. Property, banking, and financial records

Property and financial information help tax advisors, lenders, and planners understand your baseline.

  • Summaries of bank accounts, investments, and registered plans in Canada.
  • Details of any property you own or co-own, including mortgages and taxes.
  • Recent tax filings and assessment notices, if you are comfortable sharing.
  • A simple list of recurring obligations such as loans or support payments.

4. Health, schooling, and family-related documents

Practical logistics around health and schooling also rely on documents.

  • Vaccination and health records for family members, where available.
  • Records relevant to ongoing medical conditions or medications.
  • School records, reports, and contact details for current schools.
  • Any legal documents related to custody or guardianship, if applicable.

This page is for general information only and does not provide legal, immigration, tax, or financial advice. Always confirm details with qualified professionals before making decisions.

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