After activating the note on the line with the upgrade or the new line, simply take the micro sim from your old phone and place it into the new phone. The note would now be working on your line. Then, take the sim that you just took out of the note and place it into the old phone, assuming both phones have micro sim.or, I believe you are planning to add a line and etf, so just skip that step. After putting your sim into the note, call Verizon and etf the line.
Note that if your old phone does not have a micro sim,then you would need a micro sim. Best buy should be able to give you one, if not, a Verizon corporate store could, or just call Verizon, and they will mail it to you. Some third party retailers may charge money for a sim, but Verizon would never charge you.