Florida Domicile Checklist
This is a list to perfect your Florida domicile. Items 1-7 are the most important, with the remaining items being suggested but not necessarily required courses of action.
- Filing Affidavit of Domicile for Florida;
- Declaring Florida residence as homestead and obtaining Florida homestead exemption for your new principal residence;
- Obtaining a Florida driver’s license;
- Obtaining a Florida voter registration card;
- Registering motor vehicles in Florida:
- Insuring motor vehicles in Florida;
- Filing federal tax returns with IRS Atlanta inclusive of Florida address;
- Maintaining all brokerage accounts, bank accounts, money market accounts in Florida or, alternatively, forwarding to the Florida homestead all year;
- Receiving all social security, pension, or other periodic benefit payments at the Florida homestead;
- Actually reside in Florida and do not reside in prior home state for more than six months per year;
- Have estate plan documents prepared by Florida legal counsel, such as Last Will, Living Will, Health Care Surrogate, Living-Trust or similar documents;
- Join religious and/or charitable organizations in Florida;
- List Florida address as your home on all applications and documents with third parties;
- File non-resident income tax returns with your prior home state, if required;
- All insurance policies, life, health, property, auto, boat, umbrella, long term health, disability, etc. should be endorsed to reflect your Florida address, and should be written or serviced by Florida agents; and
- Do not keep “near and dear” items such as wedding photo albums, expensive art pieces, family mementos, etc., in a residence outside of Florida.
Note: This is a general checklist, but it should not be relied upon solely without discussing your individual situation with competent legal counsel.