What information is always required?

Full legal name, losing carrier account number, the exact telephone number(s) to port, current carrier name, and an explicit authorization signature or verified eConsent. Missing or inconsistent account identifiers commonly cause rejection or manual verification requests.

Who must sign the form?

The account holder listed on the losing carrier’s account must sign, or an authorized representative with documented authority. For business accounts, include the signer’s role and contact information to reduce disputes over authority.

Can the form be signed electronically?

Yes. Electronic signatures that meet the ESIGN Act and state UETA requirements are generally acceptable. Ensure the eSignature workflow captures attribution, intent, and an audit trail to demonstrate valid consent.

How long will the port take?

Typical ports complete in 1–7 business days after validation; times vary by carrier and complexity. Notarization, manual validation, or inter-carrier coordination may extend timelines beyond the typical window.

What if the port is denied?

If denied, carriers usually provide a reason such as incorrect account details or insufficient authorization. Correct the identified issue, re-sign if necessary, and resubmit the port request promptly to avoid extended service interruptions.

How do I cancel or revoke a port request?

Contact the gaining carrier immediately to request cancellation; some carriers allow cancellation before the scheduled activation. Document the cancellation in writing and retain proof of the request for recordkeeping and potential disputes.

Electronic Signature
Templates
Miscellaneous
Customer Number Porting Form

Customer Number Porting Form

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Customer Number Porting Form

WHEREAS

WHEREAS, Customer Name: (the "Customer") is the current or registered subscriber of the telephone numbers listed below; and

WHEREAS, New Service Provider: (the "Recipient") and the Customer desire to effect transfer (port) of the Customer's telephone numbers from the Current Service Provider (Donor) to the Recipient pursuant to the terms set forth herein; and

WHEREAS, the parties intend that this form serve as both an authorization to the Donor to release account and routing information and as an agreement governing porting services between the Customer and the Recipient.

CUSTOMER INFORMATION

Customer Legal Name Entity Type (select all that apply)

Individual Business Government

Billing Address Service Address (if different) Primary Contact Name Contact Phone Contact Email

CURRENT SERVICE PROVIDER (DONOR)

Donor Provider Name Donor Account Number

NEW SERVICE PROVIDER (RECIPIENT)

Recipient Provider Name Recipient Account or Service Order Number

NUMBERS TO BE PORTED

List each Number. If more than three, attach a separate sheet with the same headings.

Telephone Number 1: Type: Donor Account No:

Telephone Number 2: Type: Donor Account No:

Telephone Number 3: Type: Donor Account No:

AUTHORIZATION AND CERTIFICATIONS

The Customer hereby authorizes the Donor to release any and all account, billing, routing, and other information necessary to facilitate the number porting described herein. Customer authorizes the Recipient to act as the Customer's designated agent for purposes of submitting porting requests and obtaining such information from the Donor.

The Customer certifies that the information provided on this form is true and correct, that the Customer is authorized to request porting for the listed numbers, and that the Customer accepts responsibility for any charges or penalties arising from early termination or other contractual obligations with the Donor unless otherwise agreed in writing.

Customer Authorization (check to confirm)

I authorize release of account information and porting of the numbers listed above.

SCOPE OF WORK

PORTING SCHEDULE

Preferred Port Date: Preferred Service Window:

If exact port date cannot be met by Recipient, Recipient shall notify Customer at least days prior to scheduled porting.

PAYMENT TERMS

Porting Fee (one-time): $ Billing Responsibility: Customer shall be responsible for applicable charges invoiced by Recipient. Recipient may invoice Customer upon completion of port or as otherwise provided below.

Payment Schedule / Terms Late Payment Fee

TERM AND TERMINATION

Effective Date: . This agreement shall remain in effect until all porting obligations are completed or until terminated as provided herein.

Termination for Convenience: Either party may terminate this agreement upon days' written notice to the other party. Termination shall not relieve Customer of payment obligations for completed work or for costs reasonably incurred by Recipient in reliance on scheduled porting activities.

CONFIDENTIALITY

Each party shall keep confidential and shall not disclose to any third party any non-public business, technical, or customer information obtained in connection with this porting action, except to the extent that disclosure is required by law, regulation, or to effectuate the porting process. Confidential information shall be used only for the purpose of performing obligations under this form.

GOVERNING LAW

This agreement and any dispute arising out of the porting process shall be governed by the laws of the State of without regard to conflict of laws principles.

ENTIRE AGREEMENT

This form constitutes the entire agreement between the Customer and the Recipient with respect to the porting services described herein and supersedes all prior or contemporaneous oral or written communications and proposals relating to the subject matter. Any amendment must be in a signed writing executed by both parties.

ADDITIONAL CERTIFICATIONS

Customer acknowledges that porting may result in temporary service interruption. Customer is responsible for confirming customer-premises equipment compatibility with the Recipient. Customer further acknowledges that any tax identification numbers or account information provided are accurate and authorizes verification where necessary.

Additional Remarks

Customer Name:

By:

Date:

Recipient Provider:

By:

Date:

What the Customer Number Porting Form Is and When It’s Used

A Customer Number Porting Form is a written authorization that lets a customer transfer an existing telephone number from one service provider to another. It collects account identifiers, the number(s) to be ported, current carrier information, and an explicit customer authorization signature or eConsent. Providers use the form to validate ownership, create a port order, and satisfy regulatory and carrier verification requirements. The form may be submitted on paper, via remote notarization, or electronically in compliance with U.S. e-signature laws such as ESIGN and state UETA statutes.

Why a Formal Porting Form Matters for Customers and Carriers

A clear, complete porting form reduces service interruption, documents consent for regulators and carriers, and establishes a record for dispute resolution while enabling faster processing when required fields are present and accurate.

Who Completes and Signs a Customer Number Porting Form

Ensure the signer’s authority is documented on the form to avoid delays, verification requests, or rejections from the losing carrier.

Individual account holders who own or are listed on the telephone account and authorize number transfer.
Business administrators or authorized agents with documented authority to act for the account.
Carrier porting teams or third-party porting agents who collect information and file the port order.

Step-by-Step: Complete and Submit a Porting Form

Follow these sequential tasks to prepare a complete porting request and minimize processing time.

01

Verify Eligibility: Confirm the number is portable and active with the losing carrier.
02

Gather Details: Collect account number, billing name, and exact carrier name.
03

Authorize Transfer: Obtain the holder’s signature or eConsent on the porting form.
04

Submit Order: Send the completed form to the gaining carrier per their upload or email instructions.

How to Configure an Online Porting Workflow

Set fields and authentication to match carrier and regulatory needs before sending the form for signature.

Field	Configuration
Authentication	Email link plus SMS code for signer verification
Optional Notarization	Enable RON or upload notarized PDF if required
Required Attachments	Upload ID or recent bill when carriers request proof
Retention	Store signed form and audit trail securely for regulatory retention

Typical Porting Process Flow — From Request to Completion

This sequence outlines the major stages carriers follow when processing a porting authorization.

Prepare Form: Complete customer details, numbers, account and signature.
Send to Gaining Carrier: Upload or attach the form to the new provider's porting system.
Validation: Gaining carrier validates details and submits to losing carrier.
Port Execution: Number is scheduled and moved; confirmation sent to customer.

Digital Submission and Platform Considerations

Confirm the gaining carrier’s preferred submission channel and keep copies of signed forms and the audit trail for dispute resolution and retention obligations.

File Formats: PDF and DOCX widely accepted
Authentication: Email, SMS, or ID check
Integrations: Link to CRM, ticketing, or carrier portals

Essential Components of a Professional Porting Form

A robust form collects identity, account authorization, and evidence needed to satisfy carrier checks and regulator expectations.

Customer Identity

Full legal name and contact information exactly as on the account, preventing mismatches during electronic validation and manual checks.

Account Identifiers

Losing carrier account number, billing address, and billing telephone number used to verify account ownership and speed acceptance.

Numbers to Port

Clear list of one or more DID numbers, formatted consistently and grouped by service or location when needed for multi-site businesses.

Carrier Details

Exact legal/trade name of the losing carrier and account plan or service type when carriers require it for lookups.

Authorization Clause

Explicit language authorizing the transfer and acknowledging any applicable fees or service disruptions during the port window.

Signature and Date

Handwritten, notarized, or eSigned signature with date; include signer capacity if signing on behalf of an organization.

Required Data Fields at a Glance

Customer Name: Full legal name

Account Number: Losing carrier account ID

Phone Number(s): Numbers to be ported

Carrier Name: Losing provider exact name

Authorized Signer: Signer name and role

Signature Date: MM/DD/YYYY format

Processing Times and What to Expect After Submission

Timing depends on carrier workflows and verification steps; allow extra time for manual verification or notarization requirements.

Submission Window:

Submit during business hours for fastest handling; weekends may delay processing.

Validation Period:

Carrier verification typically occurs within 24–72 hours but can be longer with manual checks.

Port Completion:

Most ports complete in 1–7 business days depending on carrier coordination.

Notarized Requests:

Allow extra days if a physical notary or RON recording and retention are required.

Dispute Resolution:

If contested, resolution may extend processing by several days to weeks.

Key Milestones From Request to Active Port

Track these milestones to set customer expectations and to escalate if the process stalls.

01

Request Submitted

Carrier receives the form and logs the port order.

02

Account Validation

Losing carrier checks account details and ownership.

03

Port Scheduling

A target date is set and communicated to both carriers.

04

Port Activation

Services switch and confirmation is sent to the customer.

Common Mistakes That Delay a Port

Incomplete account numbers or mismatched names that fail automated validation and require manual carrier follow-up.
Using a PO box for billing address when carriers require the physical street address on file.
Missing explicit authorization language or unsigned forms that carriers reject for lack of customer consent.
Uploading poor-quality ID or bill images that prevent identity verification and trigger re-submission requests.

Risks and Negative Outcomes from Incorrect Porting Forms

Service Interruption: Temporary loss of voice or data service

Unauthorized Transfer: Potential account takeover risk

Regulatory Complaint: Customer disputes to regulators or carriers

Data Mismatch: Verification failure and rework

Processing Delay: Extended downtime and support costs

Additional Fees: Carrier or notary charges may apply

Best Practices for Accurate, Efficient Porting

Adopt a checklist and digital workflow to minimize errors and keep an audit-ready record for all port requests.

Standardize Field Entry

Use a single format for names, phone numbers, and addresses across systems. Consistent data entry reduces validation failures, prevents manual lookups, and shortens the porting timeline.

Require Proof of Ownership

Attach a recent bill or account statement when required by the gaining or losing carrier. This reduces fraud risk and satisfies carrier lookup procedures while speeding acceptance.

Use Secure eSign Workflows

Employ eSignature methods that capture audit trails (IP, timestamp, authentication) and retain signed copies. Electronic records consistent with ESIGN and UETA provide admissible evidence of consent.

Confirm Post-Port

Verify service functionality after port completion and provide confirmation to the customer. Keeping a record of the confirmation supports troubleshooting and dispute resolution.

Real-World Examples of Porting Forms in Use

These short scenarios illustrate common situations and how a complete form helps resolve them.

Martin Properties

Property manager consolidates tenant phone lines for a building

Needed bulk port for 30 units
A fully completed form with account numbers and landlord authorization enabled coordinated scheduling and minimized tenant downtime while documenting consent for audit purposes.

Fertility Centers of Illinois

Healthcare provider moves clinic numbers to a cloud telephony platform

Required HIPAA-aware handling and patient-facing notifications
Including a HIPAA addendum and retaining signed porting forms under required retention schedules ensured compliance and uninterrupted patient communications.

eSignature Vendor Pricing and Feature Snapshot (signNow first)

Comparison of typical starting prices and key features relevant to completing and storing signed porting forms. Verify vendor details when selecting a plan.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Frequently Asked Questions About the Customer Number Porting Form

Answers to common questions about required fields, eSigning, timelines, and what to do if a port is delayed or denied.

Need help? Contact support

What information is always required?
Full legal name, losing carrier account number, the exact telephone number(s) to port, current carrier name, and an explicit authorization signature or verified eConsent. Missing or inconsistent account identifiers commonly cause rejection or manual verification requests.
Who must sign the form?
The account holder listed on the losing carrier’s account must sign, or an authorized representative with documented authority. For business accounts, include the signer’s role and contact information to reduce disputes over authority.
Can the form be signed electronically?
Yes. Electronic signatures that meet the ESIGN Act and state UETA requirements are generally acceptable. Ensure the eSignature workflow captures attribution, intent, and an audit trail to demonstrate valid consent.
How long will the port take?
Typical ports complete in 1–7 business days after validation; times vary by carrier and complexity. Notarization, manual validation, or inter-carrier coordination may extend timelines beyond the typical window.
What if the port is denied?
If denied, carriers usually provide a reason such as incorrect account details or insufficient authorization. Correct the identified issue, re-sign if necessary, and resubmit the port request promptly to avoid extended service interruptions.
How do I cancel or revoke a port request?
Contact the gaining carrier immediately to request cancellation; some carriers allow cancellation before the scheduled activation. Document the cancellation in writing and retain proof of the request for recordkeeping and potential disputes.

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