What happens if I move to another state?

The 12-411 process moves with you. This is a federal program, authorized by Title 12 U.S. Code § 411, so your exemption is recognized regardless of which state you live in.

However, some states — most notably New Jersey and Indiana — are historically less cooperative and may require additional documentation or pushback. That doesn’t mean you’ll lose your exemption. It just means we may need to do more legwork on your behalf to maintain your compliance.

Here’s how we handle it:

• If you move, just reach out to the Wealth Guaranteed team.

• You’re a lifetime client, so we’ll work with you as your situation changes.

• We’ll walk you through what your new state requires, and help you remain compliant with federal tax authorities.

• Your federal exemption stays valid no matter where you go — and we’ll assist with the state-level adjustments if needed.

Bottom line:

Relocating won’t undo your tax-exempt status. Just keep us in the loop, and we’ll help you stay compliant wherever you go.