ChangeChecklist

Phone stores and IT support

Phone and carrier switch intake

Before a customer switches carrier or phone: number transfer, authenticator apps and accounts that text codes.

Never write passwords, recovery codes, one-time codes, card numbers or account numbers on this form. Note where something is, not the secret itself.

Switch mobile carriers

Same questions as the mobile carrier plan, so the answers map straight onto a checklist.

About the switch

  1. Are you keeping your phone number?

    • [ ] Yes, I'm transferring it
    • [ ] No, I'm getting a new number

  2. What kind of phone do you use?

    • [ ] iPhone
    • [ ] Android
    • [ ] Something else

  3. Will you use a physical SIM or an eSIM with the new carrier?

    • [ ] A physical SIM card
    • [ ] An eSIM
    • [ ] I'm not sure

  4. Which phone will you use with the new carrier?

    • [ ] The phone I have now
    • [ ] A new phone from the new carrier
    • [ ] A new phone I bought elsewhere
Your current account

  1. Are you paying off a phone or on a contract with your current carrier?

    [ ] Yes   [ ] No   [ ] Not sure

  2. Are there other lines on the account, like a family or shared plan?

    [ ] Yes   [ ] No   [ ] Not sure

Services on your plan

  1. Do you use any of these from your current carrier?

    Pick all that apply.

    • [ ] Charging apps or purchases to the phone bill
    • [ ] An email address from the carrier
    • [ ] Saved voicemails I want to keep
    • [ ] Travel or roaming add-ons
    • [ ] A smartwatch or tablet with its own connection

  2. Do any accounts text you sign-in codes?

    [ ] Yes   [ ] No   [ ] Not sure

Replace your phone

Same questions as the new phone plan, so the answers map straight onto a checklist.

Your phones

  1. What kind of switch is it?

    • [ ] iPhone to iPhone
    • [ ] Android to Android
    • [ ] Switching between iPhone and Android

  2. Does your phone use a physical SIM card or an eSIM?

    If you're not sure, check your phone's mobile or cellular settings.

    • [ ] A physical SIM card
    • [ ] An eSIM
    • [ ] I'm not sure
Apps and accounts

  1. Do you use any of these authenticator apps?

    Apps that show six-digit sign-in codes.

    • [ ] Google Authenticator
    • [ ] Microsoft Authenticator
    • [ ] Authy
    • [ ] Duo Mobile
    • [ ] Another authenticator app

  2. Which messaging apps do you want to bring across?

    • [ ] WhatsApp
    • [ ] Signal
    • [ ] Telegram

  3. Do you use banking apps on the phone?

    [ ] Yes   [ ] No   [ ] Not sure

  4. Do you pay with your phone (Apple Pay, Google Wallet or Samsung Wallet)?

    [ ] Yes   [ ] No   [ ] Not sure

  5. Do you have a smartwatch, earbuds or other devices paired to the phone?

    [ ] Yes   [ ] No   [ ] Not sure

  6. Do you have work email or apps on the phone?

    [ ] Yes   [ ] No   [ ] Not sure

The old phone

  1. What will happen to the old phone?

    • [ ] Trade it in
    • [ ] Sell it or give it away
    • [ ] Recycle it
    • [ ] Keep it as a spare

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