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Establishing Florida Residency



New Florida Resident Checklist

Plus, if you're one of the lucky ones moving to the Greater Lakeland area/ Polk County, below are a few helpful links to get your Florida residency tasks all done!
POLK County Property Appraisers
 Tax Collectors Office  
POLK County Animal Control  
RELOCATION GUIDE
 Department of Elder Affairs HandBook


You may be planning a move to Florida or buying a second home in the Sunshine State.  If you want to establish your residency in our beautiful State, I hope you stay with me today for tips and things you’ll need to do when you get here. 

Hey everyone, I’m Lisa Kelly Lakeland Homes and Lifestyles with Premier Realty.
 

Aside from being so excited about you becoming one of our newest residents, there’s some pretty important things we need to talk about when you go to establish residency in Florida. 

Full disclosure here: I am a fully licensed Florida Realtor, Not an attorney or CPA. Some of the things I’ll be discussing today may be complicated, and I strongly suggest you get with a professional specializing in a few of the fields we’re doing to talk about. 
 

However, at the end of this video, you’ll have a really good idea of what you’ll need to do, where to go and how to do properly establish your residency in Florida.  

I’m also providing you a list of links so you can have them all in one place for easy access. 

 

First, you are considered a resident when your permanent home is here.   

Most people relocating from another state typically sold their other home and either purchased or is renting a home in Florida. In this case, you would just do all the routine things like changing your drivers licenses, voter registration card, enrolling your kids in school..Taking these types of actions show that you are going to be a permanent resident here. 

 

Now , if you own another house in another state and want to keep your other house, BUT want to change your residency to the State of Florida, that’s where it can get tricky. 

This is very common, especially if you own a second home here in Florida. Probably one of reasons why you bought this home is for the awesome tax benefits. 

However,  the state where your other home is located may not take kindly to losing your paid tax dollars either. In this case it’s recommended you contact an attorney to get the best advice based on your personal situation. 

*You’ll need to file a Declaration of Domicile with the State and have it approved. There’s specific documentation you’ll have to show to prove you have the intent of stay here in Florida.  

Again, please consult an attorney to make sure this is done properly.
 
 

Now that we got that out of the way, let’s talk about the things Most of you will need to do right away. 

Yes, you have to go down the DMV. I know I know, everyone dreads going down there and sitting around waiting for your number to be called. 

The good news is, you can make an appointment at your Counties Tax collectors office and kill several birds with one stone there.
 

Drivers License and Vehicle registration: 

The key to making your appointments go smoothly is being prepared with all your necessary documents . And have More than necessary with you. 

Once you arrive in Florida, you’ve got 30 days to get your Florida Drivers License. 

When you get to the DMV, they’re going to ask you for a bunch of documents ..Like social security documents and proof of residency.  

I put a link in the description that shows you what you’ll need to bring and examples. 

Here’s the part most people don’t know..  In addition to all the documents they will ask you for, you’ll also need a primary identification document that is NOT your Out of State Drivers License. 

Just bring your birth certificate or passport, and you’ll be fine.
 

Now lets talk about transferring your car title, vehicle registration and Tags. 

If you’ve looked at the State websites, you’ll probably scratching your head. I too, find this website confusing. 

Go to the Tax Collectors office of the county you are moving to in order make sure you bring the all the correct documentation.  

If you own your car outright, transferring the title from one state to the State of Florida is quite simple. 

However, if your car is financed in another state, you may or may not have to transfer the title over to Florida. It all depends on the state you’re coming from.
 

If you’re only of the lucky ones that has moved to Polk County, I put a link in the description for you. All the people down at our Tax Collectors office are very nice and very patient. They do this all the time and are happy to help you. 

Again, just make sure you bring all your documentation, and you’ll sail right on through. 

Oh and one more thing: 

You’ll have 30 days to register your vehicle in the State of Florida once you arrive and you’ll have to show proof of Florida Car Insurance. So make sure you have that in place before your appointment.
 

I know this sounds like a lot to do, but like I mentioned before, you can take care of all this in one place. Yes, you’ll need to visit a couple of different windows, but it’s a whole bunch better than making several trips on different days.  

Just plan on spending a couple of hours at the Tax Collectors office when you make your appointment, and you’ll have all of these tasks behind you.
 

Now let’s talk about Pet registration. 

You must register all your pets with the State of Florida. You can get a Florida registration form from any local veterinarian. 

Cats and Dogs over 4 months old must also have a pet license and have a current rabies vaccination.  

Once your registration form is completed and their rabies shot recorded, you will get your pet license tags. By law, your pet is required to wear the tag to show proof of Florida license. 

The costs vary from county to county, so check with the Animal Control in the county you’re moving to.
 

Next, lets talk about Homestead Exemption. 

 If you own a home in the State of Florida and you have established residency, you can then apply for a homestead exemption. This is super important because filing for a homestead exemption is going to give you a huge discount on the assessed value of your home.  

Why is that so important? 

Because you’re paying property taxes on the assessed amount. This is one of the many perks Florida residents enjoy! 

Plus it caps the amount that the assesses value can go up every year by only 3%. 

March 1st is the deadline to file for a homestead exemption. You only have to file once for your current home. If you sell that home and buy another primary residence, you’ll have to file for the new house. 

You can even file on line. Go to your County’s Property Appraisers website or stop by the property appraiser's office. There is no charge for filing a homestead exemption. 

 

 

Are you relocating to Florida because you retired? 

When planning to retire to Florida, you’ll want to check out the Department of Elder Affairs website. 

This website is very helpful.. You’ll find information on assisted living communities, Veteran Affairs and ton of other helpful information. There’s also a handbook they provide that gives loads of tips about moving to Florida as a Retiree. 

And if considering relocating to Lakeland, check out a few videos I know you’ll enjoy. 

Moving to another State may seem a little stressful at first. I hope this video relieves a little of that for you. 

To make things a bit easier for you, I made a list off all the websites and resources talked about today. You’ll find  a link to the Printable PDF in the description. 

And if you’re just in the planning stage of your relocation journey, I have a ton of information I’ll be happy to share with you too. Comment below or private message me..I’d love to hear about your next chapter. 

 

 

 


 
 

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What my clients are saying  

My experience while purchasing my first home was the best experience I've ever experienced. With Lisa's guidance it was a stress free experience. She made sure I was comfortable and understood every step. She gave her opinion from the heart. You can tell she genuinely wanted you to have the home you desired. She is very personable and that's great when you are purchasing a large investment. I am forever grateful of her help. So if you are looking to have a wonderful experience while purchasing or selling any property Lisa Kelly Realtor is the way to go.

 

~ Candace Engram

Candace Engram ????? 18 weeks ago My experience while purchasing my first home was the best experience I've ever experienced. With Lisa's guidance it was a stress free experience. She made sure I was comfortable and understood every step. She gave her opinion from the heart. You can tell she genuinely wanted you to have the home you desired. She is very personable and that's great when you are purchasing a large investment. I am forever grateful of her help. So if you are looking to have a wonderful experience while purchasing or selling any property Lisa Kelly Realtor is the way to go.

 

~ Candace Engram

Greg Raymond ????? 43 weeks ago Finding and buying the right house can be a difficult and daunting process. When my wife and I found our home online, we needed someone local to the property to assist us as we were out of state. Lisa came recommended by a local acquaintance and she was quick to respond to our call. She was collaborative and professional throughout the process, and was attentive to our needs and questions through closing. I would certainly recommend her!

 

~ Greg Raymond

I had such a positive experience working with Lisa. Not only is she a complete professional, but such a compassionate human being. Her knowledge guiding me through the Florida real estate process was so helpful as a first-time Florida homebuyer. She was always prompt and responsive while going above and beyond. She attended all key inspections in person and kept me informed throughout the entire process. If you are looking for a great real estate experience, look no further. Lisa is your gal to get the job done. I will definitely be working with her again in the future.

 

~ DJ Bradley

I had such a positive experience working with Lisa. Not only is she a complete professional, but such a compassionate human being. Her knowledge guiding me through the Florida real estate process was so helpful as a first-time Florida homebuyer. She was always prompt and responsive while going above and beyond. She attended all key inspections in person and kept me informed throughout the entire process. If you are looking for a great real estate experience, look no further. Lisa is your gal to get the job done. I will definitely be working with her again in the future.

 

~ DJ Bradley

We can’t say enough good things about Lisa Kelly! From the moment she stepped through our front door, she demonstrated all the characteristics you want in your realtor: integrity, friendliness, optimism, thorough knowledge of her field, state-of-the-art technical savvy, unflagging energy and sensitivity to all our own needs and feelings. Our house sold in four days and we are certain this success was largely due to Lisa’s skill and hard work. We highly recommend Lisa Kelly to anyone looking for a top notch realtor!

 

~ Tom and Kim Manske

We can’t say enough good things about Lisa Kelly! From the moment she stepped through our front door, she demonstrated all the characteristics you want in your realtor: integrity, friendliness, optimism, thorough knowledge of her field, state-of-the-art technical savvy, unflagging energy and sensitivity to all our own needs and feelings. Our house sold in four days and we are certain this success was largely due to Lisa’s skill and hard work. We highly recommend Lisa Kelly to anyone looking for a top notch realtor!

 

~ Kim Manske

Kim Manske ?????Aug 21, 2020 We can’t say enough good things about Lisa Kelly! From the moment she stepped through our front door, she demonstrated all the characteristics you want in your realtor: integrity, friendliness, optimism, thorough knowledge of her field, state-of-the-art technical savvy, unflagging energy and sensitivity to all our own needs and feelings. Our house sold in four days and we are certain this success was largely due to Lisa’s skill and hard work. We highly recommend Lisa Kelly to anyone looking for a top notch realtor!

 

~ Joanna Grizzard

Sidney Wyland Lisa Kelly was our realtor that helped us with our move from Utah to Lakeland. She is a very good resource for us in Lakeland and helped us buy our new home. We found Lisa on the internet. She has helped us with all the contacts and scheduling to insure all things here went smoothly. The closing on our home was completed on time which was very important as we had are household goods being delivered from two different states. She also continues to be there for us for any referrals or help we may need here locally. I would highly recommend her to anyone buying a home.

 

~ Rick and Sidney Wyland

Just wanted to thank Lisa for a job well done. I worked with Lisa on 2 of our homes this past year. We sold one in June and another late in the year. Everything went smooth and all details were handled in a very professional manor. Thanks again Lisa; nice working with you. Lee Brown

 

~ Lee and Frankie Brown

We had been looking for a new home for about three months. We changed Realtors and began working with Lisa. She showed us a couple of places. We talked about limits on price and location. We looked again on a couple. We did not care for those. She emailed us about a home that was being restored for a flip. We met her at our current home. We liked the location and made an offer which was accepted. She did a great job getting the seller to accept and a wonderful job from there. The closing took about fifteen minutes. We have been very happy from that day on. Patricia and Bill Crabb

 

~ Bill and Patricia Crabb

We had been looking for a new home for about three months. We changed Realtors and began working with Lisa. She showed us a couple of places. We talked about limits on price and location. We looked again on a couple. We did not care for those. She emailed us about a home that was being restored for a flip. We met her at our current home. We liked the location and made an offer which was accepted. She did a great job getting the seller to accept and a wonderful job from there. The closing took about fifteen minutes. We have been very happy from that day on. Patricia and Bill Crabb

 

~ Bill & Patricia Crabb

Just wanted to thank Lisa for a job well done. I worked with Lisa on 2 of our homes this past year. We sold one in June and another late in the year. Everything went smooth and all details were handled in a very professional manor. Thanks again Lisa; nice working with you. Lee Brown

 

~ Lee & Frankie Brown

01/03/2017 - shunter317 Bought a Single Family home in 2016 for approximately $175K in Lakeland, FL. Local knowledge: Process expertise: Responsiveness: Negotiation skills: Lisa is an exceptional agent as she knows real estate law and the local market. She communicates and is extremely responsive to her clients questions and needs. She walked us through a complicated contract. We consider Lisa a new friend.

 

~ What Others Had to say

Highly likely to recommend 08/09/2016 - HappyBuyerNEOH Bought a Single Family home in 2016 for approximately $225K in Lakeland, FL. Local knowledge: Process expertise: Responsiveness: Negotiation skills: I highly recommend Lisa Kelly! She was awesome to work with through the whole process. Her communication and promptness went above and beyond my expectations. Working in the mortgage industry, I see all types of realtors, if you want a genuine, awesome, go getter- she is your girl!

 

~ What Others had to say

Highly likely to recommend 10/27/2014 - jessbparker Bought a Single Family home in 2014 for approximately $75K in Auburndale, FL. Local knowledge: Process expertise: Responsiveness: Negotiation skills: I cannot say enough about Lisa Kelly. She helped my husband and I buy our first home when we had limited funds and difficult circumstances. She is extremely knowledgeable about homes, market, taxes- anything you could want to know. She is also an excellent advocate for her clients during negotiations, which really came in handy when you're a nervous first-time home buyer.Less

 

~ What others had to say

Highly likely to recommend 02/22/2014 - par167 Bought a home in 2014. Local knowledge: Process expertise: Responsiveness: Negotiation skills: Lisa Kelly is the hardest working woman I know! If you are in the market to buy or sell take it from my personal experience she delivers results!In Polk County or anywhere else for that matter you will be hard pressed to ever get better service. Paul Renner.....

 

~ What others had to say

Highly likely to recommend 02/25/2012 - user027478 Bought and sold a Single Family home in 2011 for approximately $275K in Lakeland, FL. Local knowledge: Process expertise: Responsiveness: Negotiation skills: Lisa is the most professional realtor I've ever worked with... she's direct, honest, highly-knowledgable, very responsive and a consummate professional. She played fundamentally important roles in helping us to sell our house in a tough market. She's a hard worker and also gave us great advice and we were able to sell after listing for about 30 days. She then helped us find and close on our dream home. Her persistance and negotiating savvy helped us buy a house that was not a very convential listing. If we'd had an average realtor, we'd have been a lot less successful with both our deals. I'd recommend Lisa to anyone who wants to work with a genuine professional. She could write a book on what it takes to be an outstanding service provider.

 

~ What others had to say

02/09/2012 - Alyson7707 Bought a Single Family home in 2009 for approximately $125K in Bartow, FL. Local knowledge: Process expertise: Responsiveness: Negotiation skills: We absolutely loved our experience with Lisa.. She is incredibly knowledgeable and dedicated to finding the home of your dreams. We couldn't be happier with the home she found us or the time we spent with her--she made the experience exciting and easy. We do not hesitate to recommend her to friends and family and will absolutely work with her in the future. Thanks again Lisa! -Michael & Alyson Elrod

 

~ what others had to say

Highly likely to recommend 02/08/2012 - AimeeWeed Bought a Single Family home in 2010 for approximately $100K in Auburndale, FL. Local knowledge: Process expertise: Responsiveness: Negotiation skills: Lisa was always quick to respond to my questions. I honestly think that my family and I would not be in this wonderful house without her hard work. She is honest, not afraid to give her opinion in a helpful way, and she is very knowledgeable in all aspects of her job.

 

~ what others had to say

Wonderful wonderful experience. Lisa is what I call a dream maker. I had the dream, and she made it a reality.Lisa's hard work, her quick response, her compassion in knowing I was a single mom purchasing my first house, has earned my loyalty in using her as my realtor for life.

 

~ what others had to say

Highly likely to recommend 03/09/2011 - reedswife11 Bought and sold a Single Family home in 2011 for approximately $75K in Lakeland, FL. Local knowledge: Process expertise: Responsiveness: Negotiation skills: This woman is amazing, we have run into every road block imaginable and she has negotiated our problems quickly and effectivly everytime. Always available and Always puts her clients first

 

~ what others had to say

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