Phone & Cell Plan
Steve's Phone
| Phone Number | [Phone number] |
| Carrier | [e.g., Verizon, T-Mobile, AT&T] |
| Account Holder | [Name on the account] |
| Account Number / PIN | [Account number and transfer PIN — or "see password manager"] |
| Plan Type | [Individual / Family plan] |
| Monthly Cost | [Amount] |
| How It's Paid | [Auto-pay from which card/account] |
| Device Payment? | [Still paying off the phone? How much remains?] |
Family Plan Members
[If it's a family plan, list who else is on it and their numbers. They'll need to know if the account holder changes.]
| Name | Phone Number | Notes |
|---|---|---|
| [Name] | [Number] | |
| [Name] | [Number] |
Why the Phone Number Matters
Steve's phone number is likely the recovery number for many accounts and receives 2FA text codes. Do not cancel this line immediately. Keep it active for at least several months while you transition accounts. Contact the carrier to transfer ownership of the account if needed.
Porting / Transferring the Number
[Steps to transfer the phone number to another person or device. You'll typically need: death certificate, account PIN, and to visit a store or call customer service.]
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