What is a shared phone plan agreement?
Adding a sibling, adult child, partner or friend to your mobile plan is a common way to cut costs. But the plan stays in one person's name, and that person is on the hook for every bill. When a member falls behind, runs up roaming charges or wants to leave with their number, things can get awkward quickly.
This agreement records the plan, the member's number and their monthly share, plus any device being paid off through the account and shared subscriptions such as streaming. It sets who pays extra charges, says the account holder won't use account access to snoop, explains price changes and late payments, and how either side can end it — including the member keeping their number and paying any device balance or early-exit fee their line causes. One agreement per member.
- Best for
- Family plans, adult children on a parent's plan, friends splitting a group plan
- Signed by
- The account holder and one line member
- Covers
- Monthly share, device payments, extras, privacy, late payment, leaving and number transfer
- Length
- 2 pages
When to use a shared phone plan agreement
- An adult child staying on a parent's family plan
- Friends or housemates splitting a multi-line plan
- A partner joining your plan and paying off a new phone
- Siblings sharing a plan with streaming included
- Setting expectations before adding a teenager who has started earning
What you fill in
14 blanks, then the name and email of each person who signs: account holder, line member.
1 The plan
- Account holder's name*
- Line member's name*
- Mobile provider and plan*
- Member's phone number*
- Starts on*
2 Money
- Currency*
- Member's monthly share of the plan*
- Monthly device payment (if any)
- Device payments remaining (months)
- Paid by*
- How the member pays*
- Shared subscriptions included
3 Rules
- Extra charges run up by the member* paid in full by the member · shared equally by everyone on the plan
4 Leaving the plan
- Notice to leave the plan (days)*
5 Who signs
- Account holder signature and date · The person whose name the plan is in and who pays the provider.
- Line member signature and date · The person using a line on the plan. Send one agreement per member.
What the shared phone plan agreement covers
- The account
- What the Member pays
- Using the line
- Late payment
- Leaving the Plan
- Disagreements
Using the shared phone plan agreement, step by step
1 Plan and line
Your name fills in as account holder. Add the member, the provider and plan, the member's number and the start date.
2 The money
Enter the member's monthly share including taxes, any device payment and months remaining, the pay date and how they pay. List any shared subscriptions.
3 Rules and notice
Choose who pays extra charges from the member's line, and the notice period for leaving the plan.
4 Sign
Send it to the member; you both sign online and the agreement is filed in your FileIt vault.
Tips before you send it
- Check your provider's rules on transferring a number out of a family plan before you need to.
- Keep the monthly share including taxes and fees, so there are no surprises.
- Set up a recurring payment from the member to make on-time payment automatic.
- For a younger teen's phone rules, use the kids phone and screen time agreement instead.
Sign it online in minutes
- Fill in the blanks. Names, dates and amounts go straight into the agreement — the preview shows exactly where.
- Name who signs. Tick “This is me” for your own part. FileIt builds the PDF with every signature, date box on the right line, and you can check or move anything before sending.
- Send it. Each signer gets a secure link and signs from any device — no account needed. The signed PDF, with an audit trail and a Certificate of Completion, is filed in your vault and emailed to everyone.
Shared phone plan agreement: frequently asked questions
Who is responsible to the phone company?
The account holder. The agreement says so plainly — it sets up what the member owes the account holder, not the provider.
Can the member keep their number when they leave?
The agreement says the member keeps the right to their number and the account holder will provide what the provider needs for a transfer. Number transfer itself depends on the provider and local rules.
What if the member stops paying?
After a written reminder and a further two weeks, the account holder may have the line suspended or removed — after giving the member the chance to transfer their number.
Can I include streaming subscriptions?
Yes. List shared subscriptions and they're covered on the same terms.
Can we sign it electronically?
Yes. The member doesn't need a FileIt account to sign. The signed PDF includes an audit trail and a Certificate of Completion.