Move to San Miguel de Allende Checklist

by San Miguel MLS on September 28, 2024

Moving to San Miguel de Allende is an exciting adventure! To make your transition as smooth as possible, use this checklist to ensure you’re fully prepared.

1. Research & Plan

• Visit Before Moving: If possible, spend time in San Miguel de Allende to familiarize yourself with the neighborhoods, culture, and amenities.
• Decide on a Neighborhood: Explore options like Centro Histórico, Guadiana, Atascadero, or Colonia San Antonio based on your lifestyle and budget.
• Research Schools (if applicable): San Miguel offers various options for families with children, including bilingual and international schools.

2. Visa and Legal Documentation

• Temporary or Permanent Resident Visa: Apply for a visa through a Mexican consulate in your home country. This will allow you to live in Mexico for extended periods.
• FM3 or FM2 Visa: Determine whether you need an FM3 (temporary) or FM2 (permanent) visa. You may want to consult an immigration lawyer.
• Bring Important Documents: Birth certificates, passports, marriage certificates, medical records, and any other personal documentation.

3. Housing

• Find a Home: Rent or purchase a home. Consider using resources like SanMiguelMLS.com for listings.
• Hire a Notario Público: If purchasing a home, ensure you work with a notary to complete the transaction legally.
• Check Utilities: Make sure your new home has water, electricity, and internet. Set up accounts for utilities and schedule any necessary installations.

4. Healthcare

• Enroll in Health Insurance: Research local healthcare plans or international health insurance for expats. Mexico has both private and public healthcare systems.
• Identify Local Doctors: Find a general practitioner and specialists in San Miguel. Many expats use private healthcare, and the town has a variety of options.
• Bring Prescription Medications: Stock up on any needed medications and bring your medical history.

5. Pets

• Pet Health Certificates: Ensure your pet has the necessary vaccinations and a health certificate for entry into Mexico.
• Microchipping & Identification: Microchip your pet and make sure they have identification tags with updated contact information.
• Check Pet-Friendly Housing: Confirm your housing allows pets and research local vets and pet services.

6. Banking and Finances

• Open a Mexican Bank Account: Once you have a visa, you can open a Mexican bank account. Consider international banks with a presence in Mexico.
• Notify Your Home Country’s Bank: Inform your bank of your move to prevent frozen accounts or transaction issues.
• Understand Taxes: Research how your move will affect your tax situation in both Mexico and your home country. You may want to consult with a tax advisor.

7. Transportation

• Decide Whether to Bring a Car: Importing a vehicle into Mexico can be a complex process, so consider whether it’s easier to buy a car locally.
• Get a Mexican Driver’s License: After becoming a resident, you can apply for a Mexican driver’s license.
• Use Public Transport: Familiarize yourself with local buses and taxis. San Miguel de Allende is also a very walkable city.

8. Language

• Learn Basic Spanish: While there’s a large expat community, knowing basic Spanish will help with daily interactions.
• Enroll in Language Classes: Consider taking language classes in San Miguel to improve your Spanish skills.

9. Prepare for Daily Life

• Set Up Internet & Phone Plans: Research mobile phone providers and home internet options. Many expats use Telcel or AT&T for mobile service.
• Establish Grocery Routines: Find local supermarkets, organic markets, and specialty stores.
• Join Local Expat Communities: Connect with other expats through social media groups or local clubs.

10. Final Logistics

• Pack Smart: San Miguel de Allende has a mild climate, so pack accordingly. Bring your personal items but consider purchasing heavier items locally.
• Shipping: If moving large items, research reliable international moving companies. Consider whether to ship belongings or purchase new ones locally.
• Set Up Mail Forwarding: Forward mail from your home country to your new address or use a mail forwarding service.

11. Legalize Electronics and Appliances

• Check Voltage Requirements: Mexico uses 127 volts, similar to the US and Canada. Make sure your appliances are compatible.
• Register Large Electronics: If you’re bringing expensive electronics, keep receipts to avoid import taxes.

12. Get to Know San Miguel

• Explore Local Culture: San Miguel de Allende is known for its vibrant arts scene, historical landmarks, and festivals. Explore the city and its cultural offerings.
• Stay Informed About Local Events: Stay connected to community events by following local news sources or expat groups.

By following this checklist, your move to San Miguel de Allende will be a smooth and enjoyable experience. Welcome to your new life in one of Mexico’s most beautiful and culturally rich cities!