The Expatriation Checklist Before Departure: Don't Forget Anything
May 11, 2026
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19 min
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Key points of the article
An expatriation checklist before departure covers documents, insurance and housing
Start your administrative procedures at least 90 days before departure
Health coverage abroad is an absolute priority, via the CFE or a private mutual fund
Banking management, international relocation and children's schooling are treated in detail
A J-90 to D-Day timeline guides you step by step so you don't forget anything
Professional formalities (resignation letter, unemployment) must be anticipated early
Pets, mail and support networks complete this comprehensive preparation.
Are you going to live abroad in a few months? Did you know that more than 60% of expatriates say they forgot at least one critical administrative procedure before leaving? Preparing for expatriation is an ambitious project that simultaneously involves administrative documents and identity papers, banking and financial management, insurance and health coverage abroad, and the organization of international relocation.
This expatriation checklist before departure is aimed at all profiles: students going on international mobility, young people working on a WHV or VIE, families who are settling permanently. Whether you reach Montreal, Bangkok, Berlin or Mexico City, the fundamental steps remain the same.
The objective of this guide is simple: to give you a clear, chronological, and comprehensive road map to prepare for your stress-free foreign trip. From identity papers to the schooling of children, through the cancellation of your subscriptions and the opening of a bank account abroad, each point is treated with precision.
Follow this guide and leave with peace of mind.
Administrative Documents and Identity Papers
The basis for any successful expatriation is based on valid and well-organized documents. Without this foundation, no other approach can move forward.
Valid passport with at least 6 months of validity after the scheduled return date
Renewed identity card (essential for some destination countries in Europe)
Recent birth certificate (less than 3 months old) in several original copies
Clean criminal record (bulletin no. 3), often required for long-stay visas
Family book if you are going with children
Photocopies and scanned copies of all your documents, stored online
Group these documents into a physical folder and a secure cloud folder. Losing your passport on the other side of the world can block your stay for several weeks.
📋 Checklist
Essential documents before departure
Check each document before finalizing your relocation file
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Valid passportAt least 6 months validity after your planned return date
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Renewed national ID cardRequired for travel within Europe
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Recent birth certificateLess than 3 months old — multiple original copies
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Criminal record check (bulletin n°3)Free on service-public.fr — sworn translation if required
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Family record bookMandatory if traveling with children
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Digital copies of all documentsStored in a secure cloud folder + physical backup folder
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Important timing: Allow 4 to 8 weeks for passport renewal at your local authority, especially during peak season. Start this process as a priority.
ID card, passport and birth certificate
For stays outside the Schengen zone, a passport is mandatory. Allow 4 to 8 weeks for renewal in the prefecture, especially in summer. The birth certificate is required to apply for a visa, consular registration and sometimes to open a local bank account: ask for several original copies at your town hall as soon as you begin your procedures.
Criminal record and non-conviction certificate
A criminal record (bulletin no. 3) is required for many work or residence visas. It can be obtained free of charge online at service-public.fr. Some countries require an official translation by a sworn translator. This is particularly the case in Canada, Australia and New Zealand, which are particularly strict on criminal records.
Visa and residence permit depending on the destination
Applying for a visa is one of the longest procedures: depending on the country, processing can take from 2 weeks to 3 months. It is imperative that you check the entry requirements with the embassy or consulate concerned. For students, check out our guide to Thailand student visa Or the Mexico student visa according to your destination. For young professionals, compare PVT and LIFE options on our dedicated page PVT vs V.I.E. to make the right choice.
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Processing times and visa requirements by destination
Data based on consular requirements mentioned in this article
Destination
Visa processing time
Criminal record translation required?
Background check strictness
🇨🇦 Canada
4 to 12 weeks
✕ Yes — sworn translation required
🔴 Very strict
🇦🇺 Australia
3 to 8 weeks
✕ Yes — sworn translation required
🔴 Very strict
🇳🇿 New Zealand
2 to 6 weeks
✕ Yes — sworn translation required
🔴 Very strict
🇹🇭 Thailand
2 to 4 weeks
✓ Depends on visa type
🟡 Moderate
🇪🇺 Europe (Schengen Area)
2 to 6 weeks (non-EU applicants)
✓ Sometimes required
🔵 Variable
Administrative procedures before departure
Administrative formalities are numerous but essential to leave without unpleasant surprises. Each administration must be notified of your departure.
Inform La Poste of your change of address for mail tracking
Terminate or transfer electricity, gas, internet and telephone contracts
Inform your health insurance fund (CPAM) of your departure
Notify your landlord and respect the lease cancellation notice
Update your tax situation (form 2042 NR)
Register in the register of French people living outside France (consulate)
These procedures should ideally be launched as early as D-60 before your departure for expatriation. Some, such as lease cancellation or mail transfer, require an incompressible legal deadline. complete checklist before expatriation: medical banking documents offers a structured summary of all these formalities, classified by priority.
Change of address at La Poste and public services
La Poste offers a paid service for forwarding mail to your new address abroad or to a relative in France, essential during the transition period. Also remember to update your address with your bank, CAF and any organization that sends you important letters: missed mail can have administrative or fiscal consequences.
Cancellation from the electoral and social security register
Expulsion from the electoral register is not mandatory if you plan to vote from abroad: you can register on the consular electoral lists. Regarding social security, report your departure to your CPAM to avoid paying unnecessary contributions. Outside the European Union, your Carte Vitale no longer covers anything.
Consular registration file
Consular registration is highly recommended for all expatriates. It allows the consulate to contact you in case of emergency and facilitates the renewal of your documents abroad. Go to Registre.diplomatie.gouv.fr to complete this process for free in a few minutes. It is an essential step in the expatriation checklist before departure that too many expatriates overlook.
Insurance and Health Coverage Abroad
Never leave without health coverage adapted to your new destination country. It is one of the pillars of a serene expatriation.
Take out expatriate insurance covering medical expenses, hospitalization and repatriation
Check if your destination country has a social security agreement with France
Compile your complete medical records before departure (prescriptions, test results)
Provide a stock of prescription drugs for 3 to 6 months
Perform a complete health check with your general practitioner
Update your vaccinations according to country recommendations
Expatriate insurance: CFE, Nils Expat and alternatives
The CFE (Caisse des Français de l'Étranger) is the reference organization for the social protection of expatriates. It provides international health coverage based on the general French regime, with a variable cost depending on age, country of residence and the level of guarantees chosen. Nils Expat is a digital alternative appreciated by young expatriates for its flexibility: the platform offers flexible contracts, accessible from a smartphone, often more adapted to students and young workers in international mobility. Other players such as Overseas, April International or AXA offer additional coverage. Compare warranties on our expatriate insurance comparison to find the formula best suited to your profile.
Local health coverage, vaccinations and medical check-up
In some countries such as Canada, Australia or Germany, local health insurance is mandatory to obtain a residence permit. The international mutual insurance company complements this basic coverage by taking care of excess fees, dental and optical care, and medical expenses not reimbursed by the local system. Before departure, also consult your general practitioner, dentist and optician: this care is often more difficult to obtain abroad. Some destinations require mandatory vaccinations (yellow fever, hepatitis A and B, typhoid) check the recommendations on Diplomatie.gouv.fr or with a doctor specialized in travel medicine. Compile your complete medical records with the results of recent exams, current prescriptions and the contact details of your doctors in France.
Banking and Financial Management
Your financial situation must be perfectly organized before leaving French territory. Poor banking management can block your daily life abroad.
Open a bank account in your destination country before or just after arrival
Inform your French bank of your departure to avoid card blocking
Subscribe to a bank card without exchange fees (Wise, N26, Revolut)
Verify your tax obligations as a French non-resident
Prepare a departure budget including housing deposit, installation costs and contingencies
Set up automatic transfers for your charges in France if necessary
Opening a bank account abroad
Opening an account in your destination country makes it easy to pay for housing, bills and daily expenses. Some banks offer account openings before arrival (Desjardins in Canada, N26 in Europe). Bring your passport, a local proof of residence and sometimes a letter from an employer or establishment. For students going to Canada, our guide to cost of living in Montreal will help you to size your budget as soon as you open an account.
Management of French accounts, taxation and retirement
Your tax residence changes as soon as you spend more than 183 days outside France. You will then have to declare your income in your country of destination and perhaps also in France according to bilateral tax treaties. The question of retirement is often overlooked: if you stop contributing to the French general regime, your quarters stagnate. The CFE allows you to continue to contribute voluntarily to maintain your rights, an important decision to take before leaving for expatriation.
Currencies, international transfers and payment cards
Standard Visa and Mastercard cards charge exchange fees of 1.5% to 3% on each foreign transaction, which can represent several hundred euros over a year. Opt for a multi-currency card like Wise or Revolut for interbank rate conversions, which are particularly useful for expatriates who juggle between several countries during international mobility.
International Moving Organization
Moving is often the most stressful logistical part of an expatriation. Careful preparation avoids the majority of problems.
Compare several international moving quotes at least 2 months before departure
Establish an accurate inventory of all goods to be shipped
Check the customs restrictions of the country of destination (alcohol, medication, electronics)
Take out baggage insurance that covers the real value of your belongings
Provide temporary storage if your home is not yet available
Manage the future of your furniture and belongings left in France (sale, donation, furniture storage)
International moving often involves a delivery time of 4 to 12 weeks by sea. Pack a suitcase with the essentials for the first weeks on site. Checklist departure expatriation family children preparation lists the points that are often forgotten when moving as a family, especially for children and pets.
Choice of carrier, inventory and customs
Expats have three options: shared containers (groupage), full containers or express shipping. For a light start, grouping is often sufficient; for a family with furniture, the complete container is recommended. Compare at least 3 quotes and check the actual delivery times. A detailed inventory of your goods is mandatory for customs clearance: each item must be listed with its estimated value, this document also serving as the basis for your luggage insurance. Attention, some countries prohibit or heavily tax the import of second-hand items, food products or certain medications.
Pets and Support Networks
Domestic animals require specific procedures: European passport, anti-rabies vaccine, identification by electronic chip and sometimes an official health certificate. Some countries impose mandatory quarantine upon arrival (Australia, New Zealand, Japan) (Australia, New Zealand, Japan), anticipate these procedures at least 3 to 4 months before your departure. Expat communities like Femmexpat or Facebook groups can help you find a local veterinarian or licensed carrier. Beware of online scams: our guide to Scams abroad Will give you the right reflexes to adopt.
Professional Formalities and Resignation
Your professional situation must be regulated well before D-Day. These steps have direct financial and legal consequences.
Write a clear resignation letter and send it by registered mail with acknowledgement of receipt
Check the length of legal notice according to your contract and collective agreement
Negotiate a contractual break if possible (entitles you to unemployment benefit)
Retrieve your balance of any account, your pay slips and your work certificate
Fill in your file with France Travail (ex-Pôle Emploi) before departure
Anticipate the treatment of your employee savings, PEE and supplementary pension
Letter of resignation, termination of contract and unemployment
The resignation letter must be sent by registered mail with acknowledgement of receipt: it triggers the notice, the duration of which varies according to your status and seniority. If your employer accepts the contractual break, you will benefit from a specific compensation and access to unemployment rights, the most sustainable solution to maintain a financial safety net during your first months abroad. You can receive your unemployment benefits abroad under certain conditions, with 3 years after your departure to benefit from them. Register with France Travail before leaving the country and find out about remote monitoring procedures.
Advance notice and balance of any account
During the notice period, you remain a full employee: transmit your current files, train your replacement if necessary and get all your HR documents before your last day. Do not neglect your balance of any account (paid leave not taken, 13th month prorated): these amounts can represent several weeks of income to finance your installation in your new country.
Schooling for Expatriate Children
If you are leaving as a family, the schooling of children is an absolute priority to include in your expatriation checklist before departure. This subject deserves particular attention as early as J-90.
Identify French, bilingual or local schools close to your future home
Contact the Agency for French Education Abroad (AEFE) for approved institutions
Gather School Reports, Child Records, and Level Certificates
Check the start of school dates in the destination country
Provide an Authorization to Leave the Country for Minors Traveling with Only One Parent
Authorization to leave the country is mandatory for any French minor traveling with only one parent or without his parents. This document can be downloaded from service-public.fr and must be accompanied by the identity card of the signing parent.
Bilingual, French schools and local systems
The AEFE network has more than 500 establishments in 138 countries. Tuition fees vary greatly between countries and institutions, and waiting lists in French high schools abroad are often long: register as soon as possible. Private bilingual schools offer an interesting alternative, especially in English- or Spanish-speaking countries. The local school system may also be chosen to promote integration, provided that the child quickly masters or learns the country's language.
Enrollment and Transfer of School Files
The transfer of the school file must be requested from the current institution before departure: it includes report cards from the last 2 or 3 years, national evaluations and school certificates. For children with special needs, contact your MDPH to obtain the documents necessary for the continuity of educational follow-up in your destination country. Careful preparation prevents harmful school breaks.
Preparation Timeline: D-90 to D-Day
Here is the complete chronological chart to organize your departure for expatriation without forgetting anything. It is the most effective departure check there is.
J-90: General Planning and Advance Research
With 3 months to go before the start, lay the main foundations of your project.
Check the validity of the passport and start the renewal if necessary
Identify the visa application procedures and compile the file
Contact your employer to inform you of your departure and negotiate the conditions
Start Looking for Accommodation in Your Destination Country
Compare expatriate insurance offers (CFE, Nils Expat, Overseas and alternatives)
Identify schools for your children if applicable
It's also a good time to join expat communities online. Facebook groups, forums and platforms like SafExpat gives you access to valuable feedback on your future destination. Find all our destinations on Our destinations page To find resources adapted to your country.
J-60: Administrative documents and official requests
With 2 months to go before departure, the administrative procedures must be accelerated.
Submit the visa application if you have not already done so
Request a Birth Certificate and Criminal Record
Inform La Poste for the forwarding of mail
Terminate home insurance, electricity and internet contracts (with notice)
Perform a Health Check and Consult a Travel Doctor for Vaccinations
Compile complete medical records and begin the process of enrolling children in school
It is also at J-60 that you should send your resignation letter if your notice is 2 months. Respect the legal deadlines so not to lose rights.
D-30: Finalization of banking, insurance and housing
With 1 month to go before the start, the last major projects are being finalized.
Confirm your accommodation abroad and pay the deposit
Definitely Take Out Your Expatriate Insurance and Your Mutual Insurance
Open or confirm the opening of your bank account abroad
Organize the International Move: Confirm the Carrier and Finalize the Inventory
Register at the Consulate If You Have Not Yet Done So
Obtain an international driver's license if required by your destination country
An international driving license is obtained at the prefecture by presenting your national license, an identity photo and a proof of residence. It is valid for 3 years and recognized in more than 150 countries. For your home, beware of offers that are too good: Foreign Rental Scams are common, especially for expatriates looking remotely.
D-7 to D-Day: Final Preparations and Checks
The last week before your departure is devoted to final checks.
Check the validity of all documents (passport, visa, tickets) one last time
Pack an “emergency” suitcase with medication, copies of documents and cash
Inform your French bank of the date of your departure and your destination
Do the last shopping (specific medications, products that cannot be found abroad)
Hand over the keys to your French home and get your security deposit back
Confirm arrangements for your pets
Conclusion: Your Expatriation Checklist, Your Best Ally
Preparing for your departure abroad cannot be improvised. This guide took you through the eight main steps of a successful expatriation checklist before departure: administrative documents, procedures with La Poste and public services, health coverage with CFE or Nils Expat, banking management, international relocation, professional formalities, professional formalities, professional formalities, professional formalities, professional formalities, professional formalities, professional formalities, schooling for children and the J-90 to Day J timeline. Each section is a link in the same chain. Forgetting only one can compromise your installation.
International mobility is an extraordinary adventure. With the right preparation, it also becomes a serene experience. Explore our SafExpat support packs to benefit from personalized follow-up at each stage of your expatriation checklist before departure, from the visa application to your first week on site.
Frequently Asked Questions — Expatriation Checklist Before Departure
Essential documents for preparing your expatriation include: a valid passport with at least 6 months validity beyond your planned return date, a renewed national ID card, a recent birth certificate (less than 3 months old) in multiple original copies, a clean criminal record certificate (bulletin n°3), a family record book if you are traveling with children, as well as digital copies of all documents stored in a secure cloud. Organize these in both a physical and digital folder early in the process to avoid administrative issues abroad.
It is strongly recommended to renew your passport at least 8 weeks before departure, or even earlier during peak periods. Processing times range from 4 to 8 weeks depending on your region. For travel outside the Schengen area, a biometric passport is mandatory. Some countries also require your passport to remain valid for 6 months beyond your return date—always check this requirement before booking flights.
The criminal record certificate (bulletin n°3) can be obtained free of charge online via service-public.fr, usually within 24 to 72 hours. It is required for most long-term work or residence visas. Countries such as Canada, Australia, and New Zealand require an official sworn translation. This may add 1–2 weeks and cost between €50 and €150 depending on the provider.
Consular registration is not mandatory for French citizens, but it is highly recommended. It helps in emergencies, provides security alerts, allows access to consular services, and enables voting from abroad. Registration is free and can be completed online or at the local consulate.
Health coverage is essential. If you leave France permanently, social security coverage stops. Options include the Caisse des Français de l'Étranger (CFE), private international insurance (AXA, Allianz, Cigna), or the local healthcare system. Also bring a 3-month supply of medication while settling in.
Inform your bank before departure to avoid card blocking. Check foreign fees and consider opening an international account (Wise, Revolut, N26). Keep your French bank account active for ongoing obligations such as taxes or rent.
If you change tax residency, you must notify the French tax authorities. You may still be taxed in France on French-source income. Check tax treaties to avoid double taxation and consult a tax advisor before departure.
Schooling requires 6–12 months of preparation. Options include AEFE schools, international schools, or local systems. Prepare transcripts, certificates, and vaccination records. Scholarships may be available through AEFE.
Visit a travel health clinic at least 2 months before departure. Common vaccines include hepatitis A and B, typhoid, yellow fever, meningitis, rabies, and Japanese encephalitis depending on destination.
Use the 3-2-1 rule: 3 copies, 2 formats (paper + digital), 1 stored outside the country. In case of theft, contact local police and your consulate for emergency travel documents.
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