Relocation Checklist for Clients Moving to Israel from Abroad

Making Aliyah does not have to be complicated

Relocating to Israel is an exciting journey, but it involves a variety of steps to ensure a smooth transition. Whether your clients are moving for work, family, or investment purposes, having a clear and organized checklist can help them manage the process effectively. Below is a comprehensive relocation checklist tailored for prospective clients moving to Israel.

Pre-Departure Checklist

Legal and Documentation Preparation

• Obtain a Visa:

  Ensure that the client has the appropriate visa for moving to Israel. This could include a tourist visa, work visa, or an immigration visa (for those making Aliyah).

• Verify Passport Validity:

  Make sure the passport is valid for at least six months beyond the planned date of entry into Israel.

• Prepare Documents for Aliyah (if applicable):

  If the client is making Aliyah, ensure they have the necessary documents for the Nefesh B'Nefesh process or the Israeli Ministry of Aliyah and Integration, including proof of Jewish heritage, birth certificates, and marriage certificates.

• Medical Records:

  Obtain medical records and prescriptions for family members, especially if they have ongoing health conditions.

• International Driver's License:

  If the client plans to drive in Israel before exchanging their license, an international driver's permit might be necessary.

Housing and Accommodation

Find a Home in Israel

• Location Research:

  Help the client identify the best neighborhoods based on their preferences for proximity to schools, work, and public transportation. Popular cities for expatriates include Tel Aviv, Jerusalem, Haifa, and Netanya.

• Temporary Accommodation:

  Arrange for temporary accommodation such as Airbnb, short-term rental, or hotel stays until a permanent home is found.

• Start the Home Search:

  Assist the client in finding a permanent home or apartment, either for rent or purchase. Ensure the property meets their needs (size, proximity to amenities, etc.).

• Legal Assistance:

  Ensure the lease agreement or purchase contract is reviewed by a local real estate lawyer to confirm all terms are fair and legal.

Financial and Tax Planning

Setting Up Finances in Israel

• Open a Bank Account:

  Help the client open an Israeli bank account, which is essential for receiving salaries, paying bills, and transferring money.

• Understand the Israeli Tax System:

  Advise clients on the Israeli tax system and how it may impact them (income tax, VAT, capital gains, etc.). If applicable, ensure they understand the tax treaties between Israel and their home country.

• Health Insurance:

  Advise on the importance of registering for Kupat Holim, Israel's health insurance system, and ensure they have supplementary private insurance if needed.

• Pension Plans:

  If the client is moving for work, help them navigate pension plans and mandatory contributions to the Israeli pension system.

Logistics and Moving

Prepare for the Move

• Choose a Moving Company:

  Recommend a reputable international moving company to ship household items. Ensure they have experience with customs regulations and paperwork for shipping to Israel.

• Make Inventory List:

  Create an inventory list of items being moved, including furniture, electronics, and personal belongings, for customs clearance and insurance purposes.

• Pack and Label:

  Assist with organizing and labeling boxes for easy unpacking and identification during customs clearance.

Health and Wellness

Healthcare and Medical Services

• Register for National Health Insurance (Kupat Holim):

  Ensure your client registers with one of Israel’s health maintenance organizations (HMOs) such as Maccabi, Clalit, or Leumit. This is mandatory within the first three months of residency.

• Seek a Doctor:

  Help the client find a general practitioner (GP) and any specialists they may need. Ensure the doctor speaks English or another language they are comfortable with.

• Vaccinations:

  Check if any vaccinations are required or recommended for newcomers, especially for children or adults coming from countries with specific health concerns.

 

Settling in Israel

Administrative Tasks

• Obtain an Israeli ID Number (Teudat Zehut):

  If the client is an immigrant or returning citizen, they will need an Israeli national identity number for legal and administrative purposes.

• Register with the Population and Immigration Authority:

  Help with registering at the local Misrad HaPnim office (Population and Immigration Authority).

• Register with the Tax Authority:

  If the client is working in Israel or setting up a business, they will need to register with the Israeli Tax Authority for income tax and VAT (if applicable).

Schools and Education

• Find Schools for Children:

  Help the client find schools for their children, whether it’s a local Israeli school or an international school. Consider language needs (e.g., Hebrew, English) and special education requirements.

• Register for Schools:

  Guide them through the registration process and explain the school system in Israel.

Transportation and Driving

Transportation in Israel

• Public Transportation:

  Help the client understand how to navigate Israel’s public transportation system, including buses, trains, and the Rav Kav card (used for public transport payments).

• Driving in Israel:

  Assist with exchanging their foreign driver’s license for an Israeli one, which can be done within the first year of living in Israel without taking a driving test. If they need to drive immediately, help with obtaining an international driver’s permit.

• Get a Car:

  If they plan on purchasing or renting a car, provide information about the car rental process or buying a car in Israel.

Language and Integration

Learn Hebrew

• Enroll in an Ulpan:

  Suggest enrolling in Ulpan, an intensive Hebrew language course provided by the Israeli government to new immigrants. Hebrew proficiency is essential for daily life and professional work in Israel.

• Cultural Orientation:

  Offer cultural tips and advice to help clients adjust to life in Israel. This includes social customs, dining habits, and other aspects of Israeli society.

Networking and Community Engagement

Social Integration

• Join Expat Groups:

  Help your clients connect with other expatriates and local communities by recommending Facebook groups, forums, or local meetups. There are many groups specifically for English speakers in Israel.

• Find Local Activities:

  Encourage participation in local activities, such as joining community centers, volunteering, or attending events in their new neighborhood.

• Social Networking:

  Introduce them to local social organizations or support groups, particularly for those who have moved to Israel alone or as part of the Aliyah process.

Final Checklist

• Reconfirm Travel Plans:

  Confirm flight arrangements and make sure all required documents (visa, passport, vaccination records) are ready.

• Update Address and Contact Info:

  Ensure that their previous address in their home country is updated with any necessary services and contacts (banks, family, etc.).

• Emergency Contacts:

  Provide a list of emergency contacts, including their embassy or consulate, local medical services, and a local real estate agent (if necessary).