01

Do not erase the old phone on arrival day

A new phone can look finished while apps are still downloading, photos are syncing, message history is incomplete, and security apps still need a separate transfer. Keep the old phone charged, on Wi-Fi, and in your possession until normal tasks work.

  • Calls, voicemail, text messages, and mobile data
  • Recent photos and videos
  • Contacts, calendars, notes, and files
  • Email, banking, health, work, and smart-home apps
  • Bluetooth devices, wearables, and vehicle connections
02

Confirm what the backup actually contains

Backups are important, but they are not identical copies of every app and account. Create a current backup and verify the information that matters before removing anything from the old device.

03

Give security apps their own transfer plan

Password managers, authenticator apps, passkeys, banking apps, and work profiles may require an export, device-to-device transfer, recovery code, or approval from the old phone. Confirm each one on the new device.

04

Move the phone number and connected devices

Confirm that calls and mobile data moved to the new device. Transfer or remove a physical SIM, complete any eSIM process, and disconnect or transfer smartwatches, hearing aids, headphones, vehicles, medical accessories, and smart-home controls.

05

Erase the phone through its settings

Once the replacement has passed your checklist, use the built-in factory erase process. Follow Apple or the Android device maker’s current instructions and make sure you know the relevant account credentials and screen-lock code before starting.

06

Inspect the handoff before the phone leaves

The phone should return to its welcome screen without your photos, messages, apps, or home screen. Remove the SIM, memory card, case, or accessories you plan to keep and retain trade-in or recycling records.