What You Need When Filing for Homestead
When filing an application you must bring the following items listed below. To claim 100% coverage, all owners occupying the property as Tenants in Common (i.e., proportional share co-owners) must file in person on jointly held property. In the case of a husband/wife ("Tenants by the Entirety") or Joint Tenants with Right of Survivorship ("JTRS"), any one owner may qualify for 100% coverage -- although it is always highly advisable to have all eligible owner-occupants to file. If you are married and the Deed has different last names for a husband and wife, a marriage certificate must be presented if the deed does not indicate the two co-owners are "husband and wife."
Proof of Ownership: Recorded Warranty Deed, Co-op Propriety Lease, Notice of Proposed Taxes or Tax Receipt, if in your name(s). If the PROPERTY IS HELD IN A TRUST, WE NEED EITHER (A) A NOTARIZED CERTIFICATE OF TRUST (B) A COMPLETE COPY OF THE TRUST AGREEMENT.
Proof of Permanent Florida Residence -- preferably dated prior to January 1 of the tax year for which you are filing -- is established in the form of:
FOR ALL APPLICANTS: Florida's Driver's License or Florida I.D. Card - REQUIRED. Note: "Valid Only in Florida" driver license is not acceptable, PLUS either one of the following:
Florida Voter's Registration; or
Recorded Declaration of Domicile.
FOR NON-US CITIZENS, you must the items listed above AND proof of permanent residency, asylum/parolee status (or other "PRUCOL" status).
If you have a Homestead Exemption in any other state or county (or an equivalent residency-based exemption or tax credit, such as New York's "S.T.A.R." exemption) on another property you also currently own, you will not be eligibile for a homestead until you surrender the exemption in that other jurisdiction.
The State-approved application form requests certain information for all owners living on the premises and filing:
Current employers of all owners
Addresses listed on last I.R.S. income tax returns.
Date of each owner's permanent Florida residence.
Date of occupancy for each property owner.
Social Security numbers of all owners filing (including the Social Security numbers of any married spouses, even if not named in the Deed) are required.