The 12-point AI credit account transfer checklist
Treat an account transfer like an operational change, not a password swap. A clear sequence protects both parties and prevents avoidable access failures.
Before the handoff
Record the verified balance, account identifier, expiry, included services, agreed price, and acceptance window. Confirm which party handles taxes, fees, and provider communication.
Prepare the buyer email, recovery method, and any organization invitations without exposing secrets in advance.
During the handoff
Change ownership and recovery controls in an agreed order. Confirm access from the buyer's device, then rotate API keys and remove unnecessary members.
Capture a final balance snapshot and test only a minimal non-sensitive request.
After acceptance
Store the agreement, invoice, and proof of acceptance. Set a short support window for transfer-related issues and define what qualifies for replacement or refund.
Monitor usage and billing alerts immediately after the transfer.