Confidential — transfer credentials only via approved secure method. Do not email passwords in plain text.
Evolve Computer
Managed IT · Cybersecurity · Help Desk
MSP Transfer Packet · Form Rev 2026.1

Outgoing provider handoff packet for a smooth, secure Evolve onboarding.

Please complete any information available and attach supporting documentation if you have it. No field is required, and unavailable items may be left blank or marked N/A. Credentials should be transferred only through an approved secure method, never by plain email. We'll handle the rest. 🛡

Form
MSP Transfer · 16 sections
Time to complete
~ 45 minutes
Submit to
[email protected]
Questions?
(203) 433-2042
A
Client & Transition Overview

Who's transferring, when the cutover happens, and how credentials will move.

SECTION 01

Client & Transition

SECTION 02

Handoff Contacts

SECTION 03

Secure Credential Transfer & Authorization

Never email credentials in plain text. Evolve will provide a one-time secure vault on request — reach out to [email protected] for a sharing link.
B
Administrative Access & Core Platforms

Owner / admin access, MFA status, tenant info, and critical portals.

SECTION 04

Global Administrative Portals & Identity

SECTION 05

Domains, DNS, Email & Web Presence

C
Network, ISP, Firewall, Switching & Wi-Fi

Enough detail for Evolve to support and safely redesign the network.

SECTION 06

Internet Service Providers & Public IPs

SECTION 07

Firewall, Routing, VPN & DHCP / DNS

D
Switching, Wi-Fi, Diagrams & Physical Layout

Physical locations, uplink paths, VLAN membership, and device labels.

SECTION 08

Switches, Patch Panels & Cabling

SECTION 09

Wireless Network

E
Servers, Endpoints, Printers & Voice

Key local systems, shared resources, and communications.

SECTION 10

Servers, NAS, Storage & Shared Drives

SECTION 11

Workstations, Printers, VoIP & Peripherals

F
Security, Backup, Licensing & Monitoring

Existing protection stack, recoverability, renewals, and monitoring tools.

SECTION 12

Security Stack

SECTION 13

Backup, Disaster Recovery & Licensing

G
Business Applications, Vendors & Sign-Off

Final handoff details for line-of-business systems, recurring issues, and provider attestation.

SECTION 14

Line-of-Business Applications & Vendor Accounts

SECTION 15

Documentation & Attachments Checklist

Tick what you're including, then upload any supporting files below before submitting. Missing items may be left unchecked or noted as N/A.

Upload network diagrams, asset lists, backup reports, vendor exports, screenshots, PDFs, spreadsheets, or other handoff documents. You may click Attach multiple times; new selections will be added to the list below instead of replacing previous files. Do not upload plaintext password files.

No files selected.
SECTION 16

Outgoing Provider Attestation

Sign above with mouse, trackpad, or finger
Encrypted submission Form is transmitted over TLS to [email protected]