Before beginning, please review this form in its entirety.
This form must be completed and submitted in one session (responses are not saved automatically), so we recommend gathering the required information in advance to ensure a smooth submission.
Please be prepared to provide:
- Facility contact information (primary operational + technical contacts)
- IT/technical details (fax routing method, porting vs. forwarding preference, existing fax number if applicable)
- SSO setup information (if applicable)
- Intake workflow preferences
- Any required compliance or approval contacts
- Relevant billing or corporate alignment details (if applicable)
This form typically takes approximately 10-15 minutes to complete.
This form takes approximately 8–10 minutes to complete and must be submitted in one session (responses are not saved automatically). We recommend gathering all required information in advance to ensure a smooth submission.
Frequently asked questions
How can I get my Customer Service Record (CSR)?
🔹 What We Need From You
Please upload a copy of your CSR from your current carrier.
If you do not have one yet, follow the steps below before submitting this form.
Upload field:
☐ Upload CSR (PDF preferred)
🔹 How to Obtain Your CSR
- Call your current telecom carrier’s customer support.
- Request a copy of your Customer Service Record (CSR).
- Ask for the full document via email (not just verbal confirmation).
- Upload it here once received.
🔹 Information That Must Match for Porting
Your port request will be validated against:
- Business name on the account
- Service address ZIP/postal code (may differ from billing address)
- Account number OR BTN/ATN
If this information does not match the CSR exactly, the port will be rejected.
🔹 Important Notes
- Carriers are not required to provide CSRs to other carriers.
- It is best that you request it directly.
- Canadian carriers typically do not release CSRs to other providers.