---
title: UHS Workflow Collection
---

![Screenshot 2026-07-29 at 12.46.21 PM](https://intake.transferall.com/hs-fs/hubfs/Screenshot%202026-07-29%20at%2012.46.21%20PM.png?width=400&height=88&name=Screenshot%202026-07-29%20at%2012.46.21%20PM.png "Screenshot 2026-07-29 at 12.46.21 PM")

##### **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.

> Each section 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)

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## 🔹 How to Obtain Your CSR

1. Call your current telecom carrier’s customer support.
2. Request a copy of your **Customer Service Record (CSR)**.
3. Ask for the **full document via email** (not just verbal confirmation).
4. Upload it here once received.

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## 🔹 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.

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## 🔹 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.