Hi, I’m Bette Hochberger, CPA, GGMA. In today’s quickie, I’m going to guide you through the essential records and steps needed to establish Florida as your primary residence.

Moving to a new state is an exciting journey, but establishing your new location as your primary residence requires careful documentation and planning. For those relocating to Florida, ensuring that you meet all the legal requirements and properly document your move is crucial. 

Update Your Address

The first step in establishing Florida as your primary residence is to update your address. Notify the following entities of your move:

– U.S. Postal Service: Change your address through the USPS website or at your local post office to ensure your mail is forwarded to your new Florida address.

– Financial Institutions: Update your address with banks, credit card companies, and any other financial institutions.

– Insurance Providers: Notify your health, auto, and home insurance providers to update your policy details and ensure coverage in Florida.

Register Your Vehicle

In Florida, you’ll need to register your vehicle and obtain a Florida driver’s license. Here’s how:

– Vehicle Registration: Visit the Florida Department of Highway Safety and Motor Vehicles (DHSMV) to register your vehicle. You’ll need proof of Florida residency, such as a lease or utility bill, and proof of insurance.

– Driver’s License: Obtain a Florida driver’s license by visiting a local DHSMV office. Bring your current driver’s license, proof of residency, and your Social Security number.

Change Your Voter Registration

To participate in local elections and establish residency, you must register to vote in Florida. You can do this online or at your local Supervisor of Elections office. Bring proof of residency and identification, such as a Florida driver’s license or utility bill.

Establish Utility Services

Setting up utility services in your name is an important step in proving Florida residency. Contact local utility providers to establish accounts for electricity, water, and gas. Keep records of your utility bills, as they will serve as proof of residency.

Update Your Tax Records

To benefit from Florida’s tax advantages, including the lack of state income tax, update your tax records:

– File a Change of Address with the IRS: Notify the IRS of your move by filing Form 8822, Change of Address.

– State Tax Returns: Make sure that you file state tax returns in your previous state, if applicable, and notify state tax authorities of your move.

Healthcare and Medical Records

Transfer your healthcare and medical records to new providers in Florida. This includes:

– Primary Care Physician: Find a new primary care physician and transfer your medical records.

– Health Insurance: Update your health insurance policy to reflect your new address and any changes in coverage.

Update Legal Documents

Review and update legal documents to reflect your new Florida residence:

– Wills and Trusts: Update your will or trust documents to comply with the states laws and address any changes in your estate plan.

– Power of Attorney: Ensure that your power of attorney documents are updated with your new address and legal representatives in Florida.

Keep Records of Your Move

Document your move with records that demonstrate your intention to establish Florida as your primary residence:

– Lease or Purchase Agreement: Keep a copy of your lease or home purchase agreement.

– Change of Address Forms: Save confirmation receipts from the USPS and any other entities where you updated your address.

– Utility Bills: Retain copies of utility bills showing your Florida address.

Establishing Florida as your primary residence involves more than just changing your address. By updating your vehicle registration, driver’s license, voter registration, and more, you can effectively document your move and enjoy the benefits of your new home state. Keeping accurate records throughout the process will ensure a smooth transition and help you avoid potential issues!

I hope you learned something new today. As always, stay safe, and I will see you next time.

Learn more with our Florida Registration checklist!