Florida Senate - 2025                          SENATOR AMENDMENT
       Bill No. CS for HB 999
       
       
       
       
       
       
                                Ì253202eÎ253202                         
       
                              LEGISLATIVE ACTION                        
                    Senate             .             House              
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                Floor: 1/AD/2R         .                                
             04/29/2025 03:47 PM       .                                
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       Senator Rodriguez moved the following:
       
    1         Senate Amendment (with title amendment)
    2  
    3         Delete everything after the enacting clause
    4  and insert:
    5         Section 1. Effective July 1, 2026, upon legislative
    6  ratification of rules of the Financial Services Commission and
    7  the Chief Financial Officer as provided in section 17 of this
    8  act, paragraph (j) of subsection (1) of section 212.05, Florida
    9  Statutes, is amended to read:
   10         212.05 Sales, storage, use tax.—It is hereby declared to be
   11  the legislative intent that every person is exercising a taxable
   12  privilege who engages in the business of selling tangible
   13  personal property at retail in this state, including the
   14  business of making or facilitating remote sales; who rents or
   15  furnishes any of the things or services taxable under this
   16  chapter; or who stores for use or consumption in this state any
   17  item or article of tangible personal property as defined herein
   18  and who leases or rents such property within the state.
   19         (1) For the exercise of such privilege, a tax is levied on
   20  each taxable transaction or incident, which tax is due and
   21  payable as follows:
   22         (j)1. Notwithstanding any other provision of this chapter,
   23  there is hereby levied a tax on the sale, use, consumption, or
   24  storage for use in this state of any coin or currency, whether
   25  in circulation or not, when such coin or currency:
   26         a. Is not legal tender;
   27         b. If legal tender, is sold, exchanged, or traded at a rate
   28  in excess of its face value; or
   29         c. Is sold, exchanged, or traded at a rate based on its
   30  precious metal content.
   31         2. Such tax shall be at a rate of 6 percent of the price at
   32  which the coin or currency is sold, exchanged, or traded, except
   33  that, with respect to a coin or currency that which is legal
   34  tender of the United States or any gold coin or silver coin
   35  recognized as legal tender in this state pursuant to s. 215.986
   36  and that which is sold, exchanged, or traded, such tax shall not
   37  be levied. The person who claims the sales tax exemption bears
   38  the burden of determining whether the gold coin or silver coin
   39  meets the definitions provided in s. 215.986. In the absence of
   40  evidence to the contrary, there is a presumption that the gold
   41  coin or silver coin meets the percent purity requirements
   42  provided in s. 215.986 based upon:
   43         a. The purity imprinted or stamped on the gold coin or
   44  silver coin; or
   45         b. An electronic transfer, as defined in s. 215.986(1)(b),
   46  of a gold coin or silver coin or any fraction thereof.
   47         3. There are exempt from this tax exchanges of coins or
   48  currency which are in general circulation in, and legal tender
   49  of, one nation for coins or currency which are in general
   50  circulation in, and legal tender of, another nation when
   51  exchanged solely for use as legal tender and at an exchange rate
   52  based on the relative value of each as a medium of exchange.
   53         4. With respect to any transaction that involves the sale
   54  of coins or currency taxable under this paragraph in which the
   55  taxable amount represented by the sale of such coins or currency
   56  exceeds $500, the entire amount represented by the sale of such
   57  coins or currency is exempt from the tax imposed under this
   58  paragraph. The dealer must maintain proper documentation, as
   59  prescribed by rule of the department, to identify that portion
   60  of a transaction which involves the sale of coins or currency
   61  and is exempt under this subparagraph.
   62         Section 2. Effective July 1, 2026, upon legislative
   63  ratification of rules of the Financial Services Commission and
   64  the Chief Financial Officer as provided in section 17 of this
   65  act, section 215.986, Florida Statutes, is created to read:
   66         215.986Gold and silver coin as legal tender.—
   67         (1)DEFINITIONS.—As used in this section, the term:
   68         (a)“Debt” means an obligation for the payment of money
   69  under express contract.
   70         (b)“Electronic transfer” means any instruction, other than
   71  a transaction by check, draft, or similar paper instrument,
   72  which is initiated through debit card, mobile application, or
   73  computer to order, instruct, or authorize a financial
   74  institution as defined in s. 655.005(1)(i) or a money services
   75  business as defined in s. 560.103 to debit or credit an account
   76  with gold coin or silver coin or any fraction thereof, or the
   77  equivalent coin or currency of the United States or foreign
   78  currency converted at current market price. An “electronic
   79  transfer” includes, but is not limited to, an instruction in a
   80  debit card transaction that authorizes the debit or credit of an
   81  account in a single, integrated step at the point of sale.
   82         (c)“Gold coin” means a precious metal with the chemical
   83  element of atomic number 79 in solid form, in the shape of
   84  rounds, bars, ingots, or bullion coins, which is valued for its
   85  metal content and stamped or imprinted with its weight and
   86  purity and which solid form of chemical element atomic number 79
   87  consists of at least 99.5 percent purity. The term does not
   88  include any goods as defined in s. 672.105(1), such as jewelry,
   89  other items of utility, such as picture frames, or collectables.
   90         (d)“Governmental entity” means a state, regional, county,
   91  municipal, special district, or other political subdivision,
   92  whether executive, judicial, or legislative, including, but not
   93  limited to, a department, a division, a board, a bureau, a
   94  commission, an authority, a district, or an agency thereof, or a
   95  public school, a Florida College System institution, a state
   96  university, or an associated board.
   97         (e)“Legal tender” means a medium of exchange recognized by
   98  this state pursuant to s. 10, Art. I of the United States
   99  Constitution as a valid and legal offer of payment for debts
  100  when tendered to a creditor that agrees to receive such medium
  101  of exchange.
  102         (f)“Silver coin” means a precious metal with the chemical
  103  element of atomic number 47 in solid form, in the shape of
  104  rounds, bars, ingots, or bullion coins, which is valued for its
  105  metal content and is stamped or imprinted with its weight and
  106  purity and which solid form of chemical element atomic number 47
  107  consists of at least 99.9 percent purity. The term does not mean
  108  any goods as defined in s. 672.105(1), such as jewelry, other
  109  items of utility, such as picture frames, or collectables.
  110         (2)LEGAL TENDER.—Gold coin and silver coin that meet the
  111  requirements of this section are recognized as legal tender by
  112  this state for the payment of debts incurred on or after July 1,
  113  2026.
  114         (a) Gold coin or silver coin recognized as legal tender in
  115  this section may not be imprinted, stamped, or otherwise marked
  116  with any name, symbol, or other information or design,
  117  including, but not limited to, any suggestion that such coin has
  118  been minted or issued by any government, except that such coin
  119  must be imprinted, stamped, or otherwise marked with the coin’s
  120  weight and purity and may be imprinted, stamped, or otherwise
  121  marked with the name or symbol that identifies any refiner or
  122  mint of the gold coin or silver coin. A gold coin or silver coin
  123  that does not meet the requirements of this paragraph is not
  124  recognized as legal tender for the payment of debts in this
  125  state.
  126         (b)This section may not be construed to restrict the
  127  electronic transfer of gold coin or silver coin as tender for
  128  the payment of a debt.
  129         (c) This section may not be construed as altering the legal
  130  tender status of any United States coins or currency that has
  131  been prescribed as legal tender under federal law. Such coins or
  132  currency do not fall within the scope of this section and this
  133  section does not reauthorize or redesignate such coins or
  134  currency as legal tender. To the extent that any gold coin or
  135  silver coin minted or issued by the United States or a foreign
  136  government falls within the definitions in this section, federal
  137  law recognizing whether the foreign or United States minted or
  138  issued coins are legal tender, including any United States coins
  139  denominated in United States dollars, shall prevail.
  140         (d) This section may not be construed to prohibit or limit
  141  the tender, acceptance, or use of Federal Reserve notes in the
  142  payment of debts.
  143         (e)A person or an entity, including any governmental
  144  entity, may not be required to offer or accept any recognized
  145  legal tender as described in this subsection for the payment of
  146  a debt, deposit, or any other purpose. A person or an entity,
  147  including any governmental entity, may not incur any liability
  148  for refusing to offer or accept such legal tender, except as
  149  specifically provided for by contract.
  150         (3)GOVERNMENT IMPLEMENTATION.—A governmental entity may
  151  accept gold coin or silver coin for the payment of taxes,
  152  charges, or dues levied by the state or local government or any
  153  subdivision thereof. However, a governmental entity may tender
  154  or accept gold coin or silver coin as payment for debts, taxes,
  155  charges, or dues only by electronic transfer and may not tender
  156  or accept gold coin or silver coin in physical form.
  157         (a) Each governmental entity that chooses to tender or to
  158  accept payment of gold coin or silver coin must enter into a
  159  written contract procured through competitive bidding with a
  160  qualified public depository as defined in s. 280.02.
  161         (b) Unless otherwise provided in chapter 280, a custodian
  162  of gold coin or silver coin as defined in s. 560.103 which holds
  163  gold coin or silver coin as public deposits must meet the
  164  requirements for a qualified public depository under chapter
  165  280.
  166         (c) A governmental entity that tenders or accepts gold coin
  167  or silver coin as payment of debts, taxes, charges, and dues by
  168  one of the exemptions listed in s. 280.03(3) need not comply
  169  with this subsection for purposes of tendering or accepting such
  170  gold coin or silver coin.
  171         Section 3. Effective July 1, 2026, upon legislative
  172  ratification of rules of the Financial Services Commission and
  173  the Chief Financial Officer as provided in section 17 of this
  174  act, section 280.21, Florida Statutes, is created to read:
  175         280.21 Custodians of gold coin and silver coin.—
  176         (1) A custodian of gold coin or silver coin as defined in
  177  s. 560.103 which holds public deposits must do all of the
  178  following:
  179         (a) Meet the definition of a qualified public depository as
  180  defined in s. 280.02, except that such custodian is not required
  181  to be insured by the Federal Deposit Insurance Corporation or
  182  the National Credit Union Share Insurance Fund for purposes of
  183  holding gold coin or silver coin as defined in s. 215.986. Such
  184  custodian must maintain insurance as prescribed in s. 560.214.
  185         (b) Comply with all other applicable qualified public
  186  depository requirements and be subject to the provisions of this
  187  chapter.
  188         (2) The Chief Financial Officer shall adopt rules to
  189  implement this section.
  190         Section 4. Effective July 1, 2026, upon legislative
  191  ratification of rules of the Financial Services Commission and
  192  the Chief Financial Officer as provided in section 17 of this
  193  act, present subsections (13) through (19), (20) through (34),
  194  and (35) and (36) of section 560.103, Florida Statutes, are
  195  redesignated as subsections (14) through (20), (22) through
  196  (36), and (38) and (39), respectively, new subsections (13) and
  197  (21) and subsection (37) are added to that section, and present
  198  subsections (18) and (24) of that section are amended, to read:
  199         560.103 Definitions.—As used in this chapter, the term:
  200         (13) “Custodian of gold coin or silver coin” or “custodian”
  201  means any person or entity providing secure vault facilities to
  202  one or more persons for the safekeeping and storage of gold coin
  203  or silver coin, the ownership of which is or may be transferred
  204  electronically as defined in s. 215.986(1). The term includes
  205  any person who holds gold coin or silver coin for more than 10
  206  days. The term does not include a person who holds gold coin or
  207  silver coin for personal use as legal tender.
  208         (19)(18) “Foreign currency exchanger” means a person who
  209  exchanges, for compensation, currency of the United States or a
  210  foreign government, gold coin, or silver coin to currency of
  211  another government.
  212         (21) “Gold coin” has the same meaning as in s.
  213  215.986(1)(c).
  214         (26)(24) “Money transmitter” means a corporation, limited
  215  liability company, limited liability partnership, or foreign
  216  entity qualified to do business in this state which:
  217         (a) Receives currency, monetary value, a payment
  218  instrument, gold coin, silver coin, or virtual currency for the
  219  purpose of acting as an intermediary to transmit currency,
  220  monetary value, a payment instrument, gold coin, silver coin, or
  221  virtual currency from one person to another location or person
  222  by any means, including transmission by wire, facsimile,
  223  electronic transfer, courier, the Internet, or through bill
  224  payment services or other businesses that facilitate such
  225  transfer within this country, or to or from this country. The
  226  term includes only an intermediary that has the ability to
  227  unilaterally execute or indefinitely prevent a transaction; or
  228         (b)Acts as a custodian of gold coin or silver coin.
  229         (37) “Silver coin” has the same meaning as in s.
  230  215.986(1)(f).
  231         Section 5. Effective July 1, 2026, upon legislative
  232  ratification of rules of the Financial Services Commission and
  233  the Chief Financial Officer as provided in section 17 of this
  234  act, subsection (1) of section 560.109, Florida Statutes, is
  235  amended to read:
  236         560.109 Examinations and investigations.—The office may
  237  conduct examinations and investigations, within or outside this
  238  state to determine whether a person has violated any provision
  239  of this chapter and related rules, or of any practice or conduct
  240  that creates the likelihood of material loss, insolvency, or
  241  dissipation of the assets of a money services business or
  242  otherwise materially prejudices the interests of their
  243  customers.
  244         (1) The office may, without advance notice, examine or
  245  investigate each licensee as often as is warranted for the
  246  protection of customers and in the public interest. However, the
  247  office must examine each licensee at least once every 5 years,
  248  except that a custodian of gold coin or silver coin must be
  249  examined at least annually. The office may, without advance
  250  notice, examine or investigate a money services business,
  251  authorized vendor, affiliated party, or license applicant at any
  252  time if the office suspects that the money services business,
  253  authorized vendor, affiliated party, or license applicant has
  254  violated or is about to violate any provision of this chapter or
  255  any criminal law of this state or of the United States.
  256         Section 6. Effective July 1, 2026, upon legislative
  257  ratification of rules of the Financial Services Commission and
  258  the Chief Financial Officer as provided in section 17 of this
  259  act, subsection (3) is added to section 560.141, Florida
  260  Statutes, to read:
  261         560.141 License application.—
  262         (3)The office shall conduct an examination of the
  263  applicant, including, but not limited to, the custodian’s vault
  264  facilities, before issuing a license to determine the
  265  applicant’s ability to conduct business immediately upon opening
  266  for business.
  267         Section 7. Effective July 1, 2026, upon legislative
  268  ratification of rules of the Financial Services Commission and
  269  the Chief Financial Officer as provided in section 17 of this
  270  act, section 560.155, Florida Statutes, is created to read:
  271         560.155Gold and silver coin as legal tender.—
  272         (1) A money services business may not be required to offer
  273  products or services, including, but not limited to,
  274  transmitting, storing, exchanging, or accepting payment in gold
  275  coin or silver coin. To the extent that a money services
  276  business offers such products or services, the money services
  277  business must do all of the following, as applicable:
  278         (a)Except as provided in s. 560.214, maintain separate
  279  accounts for any gold coin or silver coin and not commingle such
  280  gold coin or silver coin with any other accounts that hold coin
  281  or currency of the United States or of another country.
  282         (b)Insure the gold coin or silver coin, if not otherwise
  283  insured by an independent custodian of gold coin or silver coin
  284  pursuant to s. 560.214(1)(i), for 100 percent of the full
  285  replacement value under an all-risk insurance policy issued by a
  286  nongovernmental operated insurer that is an authorized insurer
  287  or eligible surplus lines insurer.
  288         (c)Securely store and safeguard all physical gold coin or
  289  silver coin with a custodian of gold coin or silver coin within
  290  this state.
  291         (d)Ensure that any gold coin or silver coin that is
  292  purchased for use or circulation as legal tender is from an
  293  accredited refiner or wholesaler as prescribed by commission
  294  rule which certifies that the gold coin or silver coin being
  295  purchased meets the requirements of gold coin and silver coin.
  296         (e)Make disclosures to a customer at the inception of the
  297  relationship for providing products or services relating to gold
  298  coin or silver coin before a customer initially purchases or
  299  uses a money services business product or service relating to
  300  such coin, prescribed on a form adopted by the commission. The
  301  commission must adopt rules to prescribe the general form of
  302  such disclosures. Such disclosures must include, at a minimum,
  303  all of the following:
  304         1. Notice that the value of gold coin or silver coin will
  305  fluctuate over time and that such customer should seek
  306  professional advice about whether transacting in gold coin or
  307  silver coin may incur a federal capital gains tax.
  308         2. Notice of potential fees that may be incurred for
  309  converting gold coin or silver coin to United States dollars or
  310  other currency, or any other transaction fees that may be
  311  incurred which can be incorporated by referencing the company’s
  312  terms and conditions.
  313         3. Any additional disclosures the commission deems
  314  necessary for the protection of any person or entity that
  315  tenders or accepts gold coin or silver coin for the payment of
  316  debts, taxes, charges, or dues.
  317         (f) Provide transparent contracts, products, services,
  318  storage terms, and fees, including, but not limited to,
  319  purchase, sale, conversion, storage, delivery, transaction, or
  320  other fees. The spot rate at which any gold coin or silver coin
  321  is converted must be disclosed at the time that the gold coin or
  322  silver coin is converted.
  323         (g) Comply with chain of custody requirements, as
  324  prescribed by commission rule.
  325         (h)Comply with all other applicable state and federal laws
  326  and regulations.
  327         (2) The commission must adopt rules to implement this
  328  section.
  329         Section 8. Effective July 1, 2026, upon legislative
  330  ratification of rules of the Financial Services Commission and
  331  the Chief Financial Officer as provided in section 17 of this
  332  act, section 560.205, Florida Statutes, is amended to read:
  333         560.205 Additional license application requirements.—In
  334  addition to the license application requirements under part I of
  335  this chapter, an applicant seeking a license under this part
  336  must also submit any information required to be submitted by
  337  each applicant under the relevant subsection to the office.:
  338         (1) Any applicant seeking to operate as a payment
  339  instrument seller or money transmitter must provide all of the
  340  following information to the office:
  341         (a) A sample authorized vendor contract, if applicable.
  342         (b)(2) A sample form of payment instrument, if applicable.
  343         (c)(3) Documents demonstrating that the net worth and
  344  bonding requirements specified in s. 560.209 have been
  345  fulfilled.
  346         (d)(4) A copy of the applicant’s financial audit report for
  347  the most recent fiscal year. If the applicant is a wholly owned
  348  subsidiary of another corporation, the financial audit report on
  349  the parent corporation’s financial statements satisfies shall
  350  satisfy this requirement.
  351         (2)Any applicant seeking to operate as a money transmitter
  352  that is a custodian of gold coin or silver coin must also
  353  provide all of the following additional information to the
  354  office:
  355         (a) All requirements specified in subsection (1).
  356         (b) Evidence of:
  357         1. Insurance against loss for all gold coin or silver coin
  358  held in its custody;
  359         2. Custody of the exact quantity and type of asset for all
  360  of its customers’ gold coin or silver coin held in its physical
  361  custody; and
  362         3. Depository accreditation from an entity approved by the
  363  office.
  364         (c) A statement of a business plan providing for the safe
  365  and sound operation of custodial services pertaining to the
  366  storage, security, insurance, auditing, administration,
  367  authorized access, transacting, and transfer of gold coin or
  368  silver coin to the satisfaction of the office or in accordance
  369  with rules adopted by the commission.
  370         Section 9. Effective July 1, 2026, upon legislative
  371  ratification of rules of the Financial Services Commission and
  372  the Chief Financial Officer as provided in section 17 of this
  373  act, section 560.214, Florida Statutes, is created to read:
  374         560.214Custodians of gold coin or silver coin.—
  375         (1) A custodian of gold coin or silver coin must meet all
  376  of the following requirements:
  377         (a) Be located in a manner that enables rapid response time
  378  by law enforcement.
  379         (b)Meet security requirements in accordance with industry
  380  standards, including, but not limited to:
  381         1.Use of a high-security vault rated by a reputable
  382  private security testing company approved by the office.
  383         2.Physical security and video surveillance 24 hours a day,
  384  7 days a week;
  385         3.Biometric or multi-factor access controls;
  386         4.Facility design that is disaster-resistant, including
  387  resistant to fire, flood, hurricanes, and earthquakes; and
  388         5.Annual review of security procedures and, as necessary,
  389  updates of security procedures.
  390         (c) Maintain accurate accounting records identifying all
  391  owners’ gold coin or silver coin and the custodian’s own gold
  392  coin or silver coin.
  393         (d)Maintain records detailing the inventory system,
  394  including, but not limited to, serial number and bar number
  395  tracking and ledger accounts.
  396         (e) Segregate asset classes that are not gold coin or
  397  silver coin.
  398         (f)Store gold coin or silver coin on a fully allocated
  399  basis with an undivided interest for each owner. As used in this
  400  paragraph, the term:
  401         1. “Fully allocated” means that each owner has a direct and
  402  specific legal claim to the exact gold coin or silver coin, or
  403  portion thereof, equal to their deposit that is held by the
  404  custodian of gold coin or silver coin.
  405         2. “Undivided interest” means all owners share the physical
  406  gold coin or silver coin collectively, with each owner entitled
  407  to a proportional share of the total holdings equal to their
  408  ownership, even though the gold coin or silver coin may be
  409  stored as a larger unit.
  410         (g) Comply with chain of custody requirements, as
  411  prescribed by commission rule.
  412         (h)Have its custodial holdings examined or audited at
  413  least annually by an independent certified public accountant or
  414  other auditor acceptable to the office. The auditor must verify
  415  that the custodian’s custodial assets are sufficient to cover
  416  all owner holdings and are held as represented. The results of
  417  such audit or examination must be reported to the office.
  418         (i)Maintain insurance covering 100 percent of the full
  419  replacement value of the stored gold coin or silver coin under
  420  an all-risk insurance policy for loss, theft, damage, and
  421  employee dishonesty by an authorized insurer or eligible surplus
  422  lines insurer.
  423         (j)Maintain secure technology, including all of the
  424  following cybersecurity measures:
  425         1.Secure online portal for account access.
  426         2.Data encrypted in transit and at rest.
  427         3.Two-factor authentication for login.
  428         4.Annual cybersecurity audits and vulnerability
  429  assessments.
  430         (k) Maintain custody within this state of the exact
  431  quantity and type of gold coin or silver coin as that entrusted
  432  by each owner.
  433         (l) Refrain from selling, lending, pledging,
  434  rehypothecating, or encumbering any owner’s gold coin or silver
  435  coin except to the extent directed by the owner for a transfer
  436  or transaction.
  437         (m)Comply with anti-money laundering regulations pursuant
  438  to this chapter, and any applicable state or federal
  439  regulations.
  440         (n) Comply with all other applicable state and federal laws
  441  and regulations.
  442         (2) For a custodian that has a direct contractual
  443  relationship with an owner of the gold coin or silver coin, in
  444  addition to the requirements provided in subsection (1), such
  445  custodian must also comply with all of the following
  446  requirements:
  447         (a)Furnish to each owner, at the inception of the
  448  relationship for providing products or services relating to gold
  449  coin or silver coin and on at least an annual basis, a clear,
  450  written disclosure of the terms and conditions of the custodial
  451  arrangement and the associated risks of such arrangement as
  452  prescribed by commission rule. Such disclosure must include that
  453  the gold coin or silver coin is not insured by the Federal
  454  Deposit Insurance Corporation, National Credit Union
  455  Association, or Securities Investor Protection Corporation but
  456  is privately insured covering 100 percent of the full
  457  replacement value of the gold coin or silver coin as provided in
  458  paragraph (1)(i), and that the owner’s gold coin or silver coin
  459  is held by a licensed custodian under Florida law.
  460         (b) Provide quarterly account statements to an owner which
  461  itemize the gold coin or silver coin in custody for such owner,
  462  and promptly deliver an updated statement upon the owner’s
  463  request.
  464         (c) Return the owner’s gold coin or silver coin to the
  465  owner upon the owner’s request, which return must meet all of
  466  the following requirements, as applicable:
  467         1. The custodian must deliver possession of the physical
  468  gold coin or silver coin no later than 10 business days after
  469  the date of the owner’s request;
  470         2. The owner may direct and the custodian must return
  471  physical gold coin or silver coin at the minimum weight of at
  472  least 1 gram; the custodian may also return some or all of the
  473  owners gold coin and silver coin at higher weights;
  474         3. Any holdings of gold coin or silver coin less than 1
  475  whole gram may be converted, at the discretion of the custodian,
  476  to United States currency at the market rate at the time the
  477  request is received by such custodian;
  478         4. The owner may direct that any or all of his or her
  479  holdings of gold coin or silver coin be converted to United
  480  States currency and be delivered to the owner within 5 business
  481  days after a request; and
  482         5. The owner and the custodian may agree on any other terms
  483  of delivery provided such terms meet the minimum requirements
  484  provided in this paragraph.
  485         (d) Within 10 business days after a request, make available
  486  to an owner a copy of any audit report required pursuant to
  487  paragraph (1)(h) which has been completed within the most recent
  488  2 calendar year period.
  489         (e) Not disclose information relating to an account holder,
  490  including, but not limited to, the account holder’s identity,
  491  account balances, account transactions, or other related data,
  492  except under any of the following circumstances:
  493         1. The disclosure is made with the express written consent
  494  of the account holder.
  495         2. The disclosure is made pursuant to a court order or a
  496  subpoena issued by a court of competent jurisdiction in a civil
  497  or criminal proceeding.
  498         3. The disclosure is otherwise authorized or required by
  499  state or federal law.
  500  
  501  Any information obtained in violation of this paragraph is
  502  inadmissible in any proceeding if a timely objection is made. A
  503  subcontractor or agent of a custodian of gold coin or silver
  504  coin may not disclose any information relating to an account
  505  holder, including, but not limited to, the account holder’s
  506  identity, account balances, account transactions, or other
  507  related data, except under the circumstances described in
  508  subparagraph 1., subparagraph 2., or subparagraph 3.
  509         (3)A custodian is a fiduciary to its customers.
  510         (4) Transmission of gold coin or silver coin by a custodian
  511  to or from its customer is a two-party transaction for which the
  512  office has jurisdiction.
  513         (5) The commission must adopt rules to implement this
  514  section.
  515         Section 10. Effective July 1, 2026, upon legislative
  516  ratification of rules of the Financial Services Commission and
  517  the Chief Financial Officer as provided in section 17 of this
  518  act, paragraph (e) of subsection (3) of section 655.50, Florida
  519  Statutes, is amended to read:
  520         655.50 Florida Control of Money Laundering and Terrorist
  521  Financing in Financial Institutions Act.—
  522         (3) As used in this section, the term:
  523         (e) “Monetary instruments” means coin or currency of the
  524  United States or of any other country, travelers’ checks,
  525  personal checks, bank checks, money orders, stored value cards,
  526  prepaid cards, gold coin or silver coin as defined in s.
  527  215.986, investment securities or negotiable instruments in
  528  bearer form or otherwise in such form that title thereto passes
  529  upon delivery, or similar devices.
  530         Section 11. Effective July 1, 2026, upon legislative
  531  ratification of rules of the Financial Services Commission and
  532  the Chief Financial Officer as provided in section 17 of this
  533  act, section 655.97, Florida Statutes, is created to read:
  534         655.97Gold and silver coin as legal tender.—
  535         (1)As used in this section, the term:
  536         (a)“Custodian of gold coin or silver coin” or “custodian”
  537  has the same meaning as in s. 560.103(13).
  538         (b) “Electronic transfer” has the same meaning as in s.
  539  215.986(1)(b).
  540         (c) “Gold coin” has the same meaning as in s.
  541  215.986(1)(c).
  542         (d) “Receive deposits” means the taking of gold coin or
  543  silver coin to be credited to a new or existing account.
  544         (e) “Silver coin” has the same meaning as in s.
  545  215.986(1)(f).
  546         (2)As provided in s. 215.986(2)(e), a financial
  547  institution may not be required to offer any products or
  548  services relating to gold coin or silver coin, including, but
  549  not limited to, taking any of the following actions:
  550         (a)Receiving deposits consisting of gold coin or silver
  551  coin, whether in physical form or by electronic transfer.
  552         (b)Exchanging gold coin or silver coin for coin or
  553  currency of the United States or of another country.
  554         (3) A financial institution may not incur any liability for
  555  refusing to offer products or services relating to gold coin or
  556  silver coin as provided in subsection (1), except as
  557  specifically provided by contract.
  558         (4)To the extent that a financial institution accepts gold
  559  coin or silver coin deposits or otherwise holds such coin on
  560  behalf of its customers, members, or the public, the financial
  561  institution must do all of the following:
  562         (a)Except as provided in s. 560.214, maintain separate
  563  accounts for any gold coin or silver coin and not commingle such
  564  gold coin or silver coin with any other accounts that hold coin
  565  or currency of the United States or of another country.
  566         (b)Insure the gold coin or silver coin, if not otherwise
  567  insured by a custodian of gold coin or silver coin pursuant to
  568  s. 560.214(1)(i), for 100 percent of the full replacement value
  569  under an all-risk insurance policy issued by a nongovernmental
  570  operated insurer that is an authorized insurer or an eligible
  571  surplus lines insurer.
  572         (c)If a financial institution decides to contract with a
  573  custodian of gold coin or silver coin, securely store and
  574  safeguard all physical gold coin or silver coin with such
  575  custodian within this state. A financial institution that
  576  contracts with a custodian of gold coin or silver coin to store
  577  customer deposits must disclose to such customers the name and
  578  location of where the gold coin and silver coin are stored.
  579         (d)Comply, or be responsible and accountable for any
  580  third-party vendor that stores such gold coin or silver coin on
  581  its behalf to comply, with the requirements for a custodian of
  582  gold coin or silver coin as provided in s. 560.214. A financial
  583  institution regulated under the financial institutions code of
  584  this state which acts as a custodian is exempt from obtaining a
  585  separate license as a custodian pursuant to s. 560.204(1).
  586         (e)Ensure that any gold coin or silver coin purchased for
  587  use or circulation as legal tender is from an accredited refiner
  588  or wholesaler as prescribed by commission rule which certifies
  589  that the gold coin or silver coin being purchased meets the
  590  requirements of gold coin and silver coin.
  591         (f)Make disclosures to a customer at the inception of the
  592  relationship for providing products or services relating to gold
  593  coin or silver coin before a customer initially purchases or
  594  uses a product or service relating to such coin, prescribed on a
  595  form adopted by the commission. The commission must adopt rules
  596  to prescribe the general form of such disclosures. Such
  597  disclosures must include, at a minimum, all of the following:
  598         1. Notice that the value of gold coin or silver coin will
  599  fluctuate over time and that such customer should seek
  600  professional advice about whether transacting in gold coin or
  601  silver coin may incur a federal capital gains tax.
  602         2. Notice of potential fees that may be incurred for
  603  converting gold coin or silver coin to United States dollars or
  604  other currency, or any other transaction fees that may be
  605  incurred which can be incorporated by referencing the company’s
  606  terms and conditions.
  607         3. Any additional disclosures the commission deems
  608  necessary for the protection of any person or entity that
  609  tenders or accepts gold coin or silver coin for the payment of
  610  debts, taxes, charges, or dues.
  611         (g) Provide transparent contracts, products, services,
  612  storage terms, and fees, including, but not limited to,
  613  purchase, sale, conversion, storage, delivery, transaction, or
  614  other fees. The spot rate at which any gold coin or silver coin
  615  is converted must be disclosed at the time the gold coin or
  616  silver coin is converted.
  617         (h)Comply with chain of custody requirements, as
  618  prescribed by commission rule.
  619         (i)Comply with all other applicable state and federal
  620  regulations.
  621         (5) The commission must adopt rules to implement this
  622  section.
  623         Section 12. Effective July 1, 2026, upon legislative
  624  ratification of rules of the Financial Services Commission and
  625  the Chief Financial Officer as provided in section 17 of this
  626  act, subsection (2) of section 672.511, Florida Statutes, is
  627  amended to read:
  628         672.511 Tender of payment by buyer; payment by check.—
  629         (2) Tender of payment is sufficient when made by any means
  630  or in any manner current in the ordinary course of business
  631  unless the seller demands payment in legal tender and gives any
  632  extension of time reasonably necessary to procure it. As
  633  provided in s. 215.986(2)(e), this section may not be construed
  634  to compel a person to tender payment in gold coin or silver coin
  635  as defined in s. 215.986.
  636         Section 13. Effective July 1, 2026, upon legislative
  637  ratification of rules of the Financial Services Commission and
  638  the Chief Financial Officer as provided in section 17 of this
  639  act, section 731.1065, Florida Statutes, is amended to read:
  640         731.1065 Precious metals.—
  641         (1) For the purposes of the code, gold coin or silver coin
  642  that is legal tender pursuant to s. 215.986 is not tangible
  643  personal property. Precious metals in any tangible form, which
  644  are not legal tender pursuant to s. 215.986 and which are such
  645  as bullion or coins kept and acquired for their historical,
  646  artistic, collectable, or investment value apart from their
  647  normal use as legal tender for payment, are tangible personal
  648  property.
  649         (2) This section is effective on July 1, 2026, for
  650  decedents dying on or after July 1, 2026. Section 1 of chapter
  651  2020-67, Laws of Florida, applies to decedents dying before July
  652  1, 2026 intended to clarify existing law and applies
  653  retroactively to all written instruments executed before, on, or
  654  after July 1, 2020, as well as all proceedings pending or
  655  commenced before, on, or after July 1, 2020, in which the
  656  disposition of precious metals in any tangible form has not been
  657  finally determined.
  658         Section 14. Effective July 1, 2026, upon legislative
  659  ratification of rules of the Financial Services Commission and
  660  the Chief Financial Officer as provided in section 17 of this
  661  act, paragraph (a) of subsection (4) of section 559.952, Florida
  662  Statutes, is amended to read:
  663         559.952 Financial Technology Sandbox.—
  664         (4) EXCEPTIONS TO GENERAL LAW AND WAIVERS OF RULE
  665  REQUIREMENTS.—
  666         (a) Notwithstanding any other law, upon approval of a
  667  Financial Technology Sandbox application, the following
  668  provisions and corresponding rule requirements are not
  669  applicable to the licensee during the sandbox period:
  670         1. Section 516.03(1), except for the application fee, the
  671  investigation fee, the requirement to provide the social
  672  security numbers of control persons, evidence of liquid assets
  673  of at least $25,000 or documents satisfying the requirements of
  674  s. 516.05(10), and the office’s authority to investigate the
  675  applicant’s background. The office may prorate the license
  676  renewal fee for an extension granted under subsection (7).
  677         2. Section 516.05(1) and (2), except that the office shall
  678  investigate the applicant’s background.
  679         3. Section 560.109, only to the extent that the section
  680  requires the office to examine a licensee at least once every 5
  681  years.
  682         4. Section 560.118(2).
  683         5. Section 560.125(1), only to the extent that the
  684  subsection would prohibit a licensee from engaging in the
  685  business of a money transmitter or payment instrument seller
  686  during the sandbox period.
  687         6. Section 560.125(2), only to the extent that the
  688  subsection would prohibit a licensee from appointing an
  689  authorized vendor during the sandbox period. Any authorized
  690  vendor of such a licensee during the sandbox period remains
  691  liable to the holder or remitter.
  692         7. Section 560.128.
  693         8. Section 560.141, except for s. 560.141(1)(a)1., 3., 7.
  694  10. and (b), (c), and (d).
  695         9. Section 560.142(1) and (2), except that the office may
  696  prorate, but may not entirely eliminate, the license renewal
  697  fees in s. 560.143 for an extension granted under subsection
  698  (7).
  699         10. Section 560.143(2), only to the extent necessary for
  700  proration of the renewal fee under subparagraph 9.
  701         11. Section 560.204(1), only to the extent that the
  702  subsection would prohibit a licensee from engaging in, or
  703  advertising that it engages in, the activity of a payment
  704  instrument seller or money transmitter during the sandbox
  705  period.
  706         12. Section 560.205(1)(b) Section 560.205(2).
  707         13. Section 560.208(2).
  708         14. Section 560.209, only to the extent that the office may
  709  modify, but may not entirely eliminate, the net worth, corporate
  710  surety bond, and collateral deposit amounts required under that
  711  section. The modified amounts must be in such lower amounts that
  712  the office determines to be commensurate with the factors under
  713  paragraph (5)(c) and the maximum number of consumers authorized
  714  to receive the financial product or service under this section.
  715         Section 15. Effective July 1, 2026, upon legislative
  716  ratification of rules of the Financial Services Commission and
  717  the Chief Financial Officer as provided in section 17 of this
  718  act, the Division of Law Revision is directed to:
  719         (1) Add s. 560.155, Florida Statutes, as created by this
  720  act, to part I of chapter 560, Florida Statutes.
  721         (2) Add s. 560.214, Florida Statutes, as created by this
  722  act, to part II of chapter 560, Florida Statutes.
  723         (3) Rename part II of chapter 560, Florida Statutes,
  724  entitled “Payment Instruments and Funds Transmission” as
  725  “Payment Instruments, Funds Transmission, and Custodians of Gold
  726  and Silver Coin, consisting of ss. 560.203-560.214, Florida
  727  Statutes.
  728         Section 16. (1) The Department of Financial Services and
  729  the Office of Financial Regulation must submit a report by
  730  November 1, 2025, to the Governor, the President of the Senate,
  731  and the Speaker of the House of Representatives which contains
  732  all the following information:
  733         (a)The rules adopted by the Financial Services Commission
  734  and the rules adopted by the Chief Financial Officer to
  735  implement this act.
  736         (b) Whether the department intends to tender or accept gold
  737  coin or silver coin as payment of debts, taxes, charges, or
  738  dues.
  739         (c) Whether the department or office anticipates any
  740  unintended consequences that may harm Florida’s economy or its
  741  citizens by the implementation of this act.
  742         (d)If applicable, an explanation of any challenges that
  743  require additional legislation to enable the state to choose to
  744  accept gold coin or silver coin as legal tender for payment of
  745  debts, taxes, charges, or dues pursuant to s. 215.986, Florida
  746  Statutes. The department and office must provide proposed
  747  language for potential legislation to address any challenges
  748  identified.
  749         (e)Any other recommendations to implement this act. The
  750  department and office must provide proposed language for
  751  additional legislation that is needed to implement this act.
  752  Such additional legislation includes, but is not limited to,
  753  public records exemption language for the expanded exemption
  754  coverage under chapters 560 and 655, Florida Statutes, and
  755  language for the expanded application of fees to custodians of
  756  gold coin and silver coin in s. 560.141(1)(b), Florida Statutes.
  757         (2) This section is effective upon becoming a law.
  758         Section 17. (1)The Chief Financial Officer shall adopt
  759  rules to implement s. 280.21, Florida Statutes, as created by
  760  this act. The Financial Services Commission shall adopt rules to
  761  implement any provisions in chapter 560, Florida Statutes, or
  762  chapter 655, Florida Statutes, as created or amended by this
  763  act, including, but not limited to, ss. 560.155, 560.214, and
  764  655.97, Florida Statutes. Such rules must be adopted by November
  765  1, 2025, and submitted to the President of the Senate and
  766  Speaker of the House of Representatives on or before November 1,
  767  2025, in the report specified in section 16. Such rules may not
  768  take effect until they are ratified by the Legislature. The
  769  Chief Financial Officer and the Financial Services Commission
  770  shall notify the Division of Law Revision upon legislative
  771  ratification of such rules.
  772         (2)This section is effective upon becoming a law solely
  773  for the purpose of adopting the rules required under this
  774  section, but such rules may not be implemented until such rules
  775  are ratified by the Legislature and until such time that the
  776  provisions for which the rules are adopted become law.
  777         Section 18. (1)To avoid this act taking effect before the
  778  required rules have been adopted and ratified, this act shall
  779  stand repealed on June 30, 2026, unless reviewed and saved from
  780  repeal through reenactment by the Legislature after ratification
  781  of the required rules.
  782         (2)This section is effective upon becoming a law.
  783         Section 19. Except as otherwise expressly provided in this
  784  act and except for this section, which shall take effect upon
  785  this act becoming a law, this act shall take effect July 1,
  786  2026.
  787  
  788  ================= T I T L E  A M E N D M E N T ================
  789  And the title is amended as follows:
  790         Delete everything before the enacting clause
  791  and insert:
  792                        A bill to be entitled                      
  793         An act relating to legal tender; amending s. 212.05,
  794         F.S.; revising the sales and use tax exemption for
  795         certain coin or currency; specifying that a person who
  796         claims the sales tax exemption bears the burden for
  797         determining whether the gold coin or silver coin meets
  798         a specified definition; providing a presumption
  799         regarding the purity requirements of gold coin and
  800         silver coin; creating s. 215.986, F.S.; defining
  801         terms; specifying that gold coin and silver coin are
  802         recognized as legal tender for a specified purpose;
  803         prohibiting gold cold or silver coin recognized as
  804         legal tender from being imprinted, stamped, or
  805         otherwise marked in a specified manner; providing an
  806         exception; specifying that a gold coin or silver coin
  807         that does not meet certain requirements is not
  808         recognized as legal tender for a specified purpose;
  809         providing construction; prohibiting persons or
  810         entities from being required to offer or accept any
  811         legal tender for a specified purpose; prohibiting
  812         persons or entities from incurring liability for
  813         refusing to offer or accept legal tender; providing an
  814         exception; authorizing a governmental entity to accept
  815         gold coin or silver coin for a specified purpose and
  816         only in a specified manner; authorizing governmental
  817         entities to tender or accept gold coin or silver coin
  818         for certain purposes; authorizing governmental
  819         entities to tender or accept gold coin or silver coin
  820         by electronic transfer and not in physical form;
  821         requiring governmental entities to enter into
  822         specified written contracts under certain
  823         circumstances; requiring certain custodians of gold
  824         coin or silver coin to meet certain requirements;
  825         specifying that a governmental entity that tenders or
  826         accepts gold coin or silver coin under certain
  827         circumstances need not comply with certain provisions;
  828         creating s. 280.21, F.S.; requiring custodians of gold
  829         coin or silver coin which hold public deposits to meet
  830         certain requirements; requiring the Chief Financial
  831         Officer to adopt rules; amending s. 560.103, F.S.;
  832         revising definitions and defining terms; amending s.
  833         560.109, F.S.; requiring the Office of Financial
  834         Regulation to examine a custodian of gold coin or
  835         silver coin at least annually; amending s. 560.141,
  836         F.S.; authorizing the office to conduct an examination
  837         of certain applicants before issuing a specified
  838         license; creating s. 560.155, F.S.; prohibiting money
  839         services businesses from being required to offer
  840         certain products or services; specifying certain
  841         requirements if money services businesses offer
  842         certain products or services; requiring the Financial
  843         Services Commission to adopt rules; amending s.
  844         560.205, F.S.; requiring applicants seeking to operate
  845         as a payment instrument seller, money transmitter, or
  846         a custodian of gold coin or silver coin to provide
  847         specified information to the office; creating s.
  848         560.214, F.S.; requiring a custodian of gold coin or
  849         silver coin to meet certain requirements; defining the
  850         terms “fully allocated” and “undivided interest”;
  851         specifying that a custodian is a fiduciary to its
  852         customers; specifying that transmission of gold coin
  853         or silver coin in a specified manner is a two-party
  854         transaction; requiring the commission to adopt rules;
  855         amending s. 655.50, F.S.; revising the definition of
  856         the term “monetary instrument”; creating s. 655.97,
  857         F.S.; defining terms; prohibiting financial
  858         institutions from being required to offer certain
  859         products or services; prohibiting financial
  860         institutions from incurring liability for refusing to
  861         offer certain products or services; specifying certain
  862         requirements if financial institutions offer certain
  863         products or services; requiring the commission to
  864         adopt rules; amending s. 672.511, F.S.; providing
  865         construction; amending s. 731.1065, F.S.; specifying
  866         that gold or silver coin that is legal tender is not
  867         tangible personal property; specifying that certain
  868         provisions are effective for decedents on or after a
  869         specified date; providing applicability; deleting
  870         construction and applicability; amending s. 559.952,
  871         F.S.; conforming a cross-reference; providing
  872         directives to the Division of Law Revision; requiring,
  873         by a specified date, the Department of Financial
  874         Services and the Office of Financial Regulation to
  875         submit a specified report to the Governor and the
  876         Legislature; requiring the Chief Financial Officer and
  877         the Financial Services Commission to adopt rules;
  878         requiring that such rules be adopted by a specified
  879         date and submitted to the Legislature in a specified
  880         report; providing that such rules may not take effect
  881         until ratified by the Legislature; requiring the Chief
  882         Financial Officer and the Financial Services
  883         Commission to make a specified notification to the
  884         Division of Law Revision; prohibiting such rules from
  885         being implemented until a specified time; repealing
  886         certain provisions unless reviewed and saved from the
  887         repeal through reenactment; providing effective dates.