Assignee family relocation checklist (sample)
A step-by-step list for families and HR, from the assignment decision to settling in.
Sample template — review against your company rules and with legal counsel
This is a sample to help you design your own policy. Amounts, rates and eligibility are left blank. Tax treatment, labour and privacy matters must be decided with your HR, tax and legal teams and outside advisers. Do not adopt it as company policy as is.
Right after the assignment decision
- Confirm city, length and departure date
- Shortlist schools and check intake dates
- Family readiness check (English, learning, settling in) — for reference
- Receive the allowance policy and cap
3–6 months before departure
- Applications and entry assessment dates
- English transcripts and records; check whether an apostille is needed
- Vaccination records
- Visa and residence status (official bodies, licensed advisers)
- Ask the Korean school about keeping the student record
1–2 months before departure
- Confirm admission and fee due dates
- Housing contract and commute
- How fees will be transferred and which rate applies
- Health cover and insurance
First month after arrival
- School orientation
- Commute arrangements
- Class teacher and counsellor contacts
- A plan to keep up Korean at home
For HR
- Ask only for the family details the allowance needs
- Do not collect children's counselling or academic details
- Plan the school change around the return date