|Dye, Deitrich, Petruff &
St. Paul, P.L.
1111 3rd Avenue West, Suite 300
Bradenton, FL 34205
Phone: (941) 748-4411
Fax: (941) 748-1573
03/05/2012 - Florida Domicile
RELOCATING TO FLORIDA: FLORIDA DOMICILE CHECKLIST
- Purchase or rent a residence in Florida and move in.
- Spend more time at your Florida home than at any other home.
- Keep your principal personal bank account in a Florida bank.
- Keep your principal stock brokerage account with the Florida office of a financial institution.
- Execute new Florida estate planning documents reciting the new domicile.
- Register to vote and vote in Florida.
- Change your driver's license and automobile registration to Florida.
- File with the clerk of the court a Declaration of Domicile.
- Notify the post office to forward all mail to the new Florida domicile.
- Use the Florida address in all documents and records executed, such as automobile registration, social security records, mailing addresses, mortgages, and leases.
- Change all documents, subscriptions, passport, listings (e.g., Who's Who) to reflect the new (or established) domicile state.
- Pay all taxes from Florida including Florida intangible taxes if applicable. If required to file taxes on specific income originating in your former domicile, file as a nonresident using your Florida address.
- Use the Florida address in the filing of tax returns and file the returns in Florida whenever possible.
- File a final (so marked) resident tax return in the former domicile state (and city, if applicable).
- Take advantage of local tax benefits granted to residents of Florida such as the homestead tax exemptions.
- Furnish the Florida home more substantially than any other home, and keep objects of family and sentimental value in the Florida home.
- Obtain a doctor in Florida to act as your primary physician and have your medical records transferred to his or her office.
- Use your Florida home as your base; acknowledge that home as your primary residence to others, and use the property as the one you leave from and return to after trips.
- Consult an accountant and a lawyer in Florida.
- Notify all interested parties of a change of domicile including banks, employers, credit card companies, family, friends, your attorney and accountant, and all tax authorities in both the old and new domiciles.
- Center the maximum amount of business activities at your Florida home and limit business activities in your former domicile.
- Become active in schools, clubs, churches, or synagogues and social organizations in Florida.
- Hold community positions that are open only to domiciliaries.
- Take any other affirmative acts to terminate the previous domicile such as canceling voter's registration, changing license plates, and notifying the taxing officers of your previous domicile.
- Dispose of any home in the former domicile (or nondomicile state) or make it clear to the public that it is now a second home.
- Revoke any declaration of domicile made in any other state.
- Declare the new (or established) domicile in a United States census.
- Obtain nonresident license privileges (e.g., fishing license) in nondomicile states and resign from, or change to nonresident status for, clubs, churches, etc., in nondomicile states.
- Keep bills such as phone, utilities, and credit cards that help prove residence within Florida and keep track of the days spent in and outside of Florida every year.
- Surrender any safe-deposit boxes outside of Florida and move their contents to a Florida safe-deposit box.