Relocating an Employee Within the United States

Course Contents

1. Introduction
   page 1
   • Rising Costs
     page 1
   • Course Overview
     page 1
2. Making the Decision to Relocate
   page 2
   • Collecting Data
     page 2
   • A Visit
     page 2
3. Disengaging
   page 3
   • Selling the Home
     page 3
   • Company Assistance Plans
     page 4
     • Direct reimbursement
       page 4
     • Guarantee-against-loss programs
       page 5
     • New-home loans
       page 5
     • Home purchase plans
       page 6
     • Appraisals
       page 7
     • Loss on sale
       page 8
     • Advancing equity
       page 8
4. Moving
   page 9
   • Moving Household Goods
     page 9
   • Mover Estimates
     page 10
   • Insurance
     page 10
   • Moving the Employee and Family
     page 11
5. Settling In
   page 12
   • Finding a Home
     page 12
     • Pre-approval
       page 12
   • Company Assistance
     page 13
     • Pre-purchase appraisal
       page 13
     • Mortgage assistance
       page 13
     • Closing cost assistance
       page 14
   • Family Assistance
     page 15
     • Spousal assistance
       page 15
6. Policy Development
   page 16
   • Cafeteria Plans
     page 16
   • Lump-Sum Relocation Plans
     page 17
   • Tiered Relocation Plans
     page 17
     • New Hires
       page 17
7. Cost-of-Living
   page 18
   • Interactive Exercise
     page 19
   • Your Turn
     page 20
8. Summary
   page 22