I am considering an upgrade of my CSP to a CSR. What is involved in the process? - It's a very simple call. Takes maybe 10 minutes because they have to go over all the legal stuff.
Are there limitations on the process (ie. Branch or Phone)? - I've never done it in branch. I would just call.
Will it impact my 5/24? - No
Do they do a credit check? - No, as long as your CSP has a $10k credit limit or you can move credit from other cards.
Anything else to consider? - If you need the card now ask them to expedite before you end the call. When you PC to a different card the AF is delayed by a few months. You'll immediately be able to use the $300 travel credit and then you'll be able to use it again in a year before paying the AF a second time. So you'll get $50 out of the card without doing anything else. If you have a P2 you can rotate who PC's to the CSR and basically always keep the card and at worst you'll get $50.
If it is relevant, the CSP was opened 7/21 - You're good it only needs to be open a year in order to PC.
Thanks in advance