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FAQ: Miles + Copay Upgrade / Upgrades (master thread)

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Old Jul 28, 2015, 12:06 pm
FlyerTalk Forums Expert How-Tos and Guides
Last edit by: Prospero
Mileage and copayment upgrades on American Airlines

As of May 20, 2017 upgrade prioritization is:
  1. Elite status
    1. Concierge Key
      • Executive Platinum
        • Platinum Pro
          • Platinum
            • Gold
    • Upgrade type
      1. Miles and copay award upgrades and systemwide upgrades (SWU)
        • 500 mile upgrades on purchased tickets (including EXP complimentary UDU)
          • 500 mile upgrades on upgrade eligible awards (including EXP complimentary UDU)
      • Elite qualifying dollars* in the past 12 months
        • Booking class (in order, J, D, I, W, P, Y, H, K, M, L, V, G, S, N, Q, O, T)
          • Time of request


Enjoy a higher cabin of service Link.

Use your AAdvantage miles to upgrade on flights marketed and operated by American Airlines or American Eagle for yourself or anyone you designate.

Upgrades are valid to the next cabin of service* and are valid for a single one-way trip with a maximum of three segments. Upgrades are subject to capacity controls. Excluding award tickets, the following eligible fare types can be upgraded:
  • Discount Economy with published fares booked in H,K,M,L,W,V,G,Q,N,O,S and
    • Military or Government fares booked in Y
      • Full-Fare Economy with published fares booked in Y
        • Discount Premium Economy with published fares booked in P
          • Full-Fare Premium Economy with published fares booked in W
            • Discount Business with published fares booked in I
              • Full-Fare Business with published fares booked in J, D or R
                • Basic Economy fares booked in B are not upgradable

*E.g. Economy to Business, Business to three class First. At this time Premium Economy is treated as Economy for upgrade purposes.

See the chart here for cost in miles and dollars.

NOTE: The most expensive fare classes, full fare Economy Y, full fare Premium Economy W, and full fare Business J, may be upgraded without copay and at a lower cost in miles. See here.

Taxes and carrier-imposed fees:

Co-payment is non-refundable and inclusive of U.S. excise tax where applicable.

Mileage upgrade award tickets are subject to applicable taxes and security fees and may incur additional taxes as a result of upgrading to a higher class cabin (includes higher U.K. Air Passenger Duty If Flight originates in the UK or is a connecting flight with a connection time of 24:00 or more)..)
  • Upgrading from Economy Class to Business Class or First Class may result in additional premium cabin taxes and carrier-imposed fees, including but not limited to flights originating in Great Britain and France.
    • If the ticket is priced in USD, the additional taxes and carrier-imposed fees will be converted to USD at the time of ticketing.
      • Please contact American Airlines Reservations to obtain applicable taxes and carrier-imposed fees for specific itineraries.


NOTE:

Miles and copay upgrades are to the next available cabin of service, are based on inventory being available, usable on AA marketed and operated flights (not codeshares operated by other airlines, not on other airlines' prime flights - BA and IB allow miles upgrades with AA miles but are very different and therefore not treated here).

See AA Participating Airline Upgrade Award - BA, IB, including codeshares (master thd), and note “one class of service” means Y to PE, PE to J, J to F where available on BA.

If the required inventory exists, they can be booked positively (i.e. upgraded immediately); if not, the request is wait listed. Wait list clearance is by status (EXP highest, no status lowest), and within status priority is by rolling 12 month EQD spend. Elites can have one traveling companion on the same PNR "borrow" their status for upgrade wait list purposes, until the request goes to the airport list, where you may want to assure your travel companion continues to hold your “borrowed” status for upgrade purposes.

Copays are waived for CK on all flights.
Frequently Asked Questions / FAQ:

Q. It says the upgrade fees are nonrefundable. Do I lose my miles and money if I'm not upgraded?

If your upgrade request does not go through, miles and copay are in fact refunded.

Q. If I am waitlisted, in what priority order are upgrades processed?

Upgrades are processed first by AAdvantage status tier, secondarily by type of upgrade, thirdly by the previous rolling 12 month EQD spend.

Q. Which has higher priority if all other preceding factors are the same? An upgraded with miles + copay, or an upgraded with SWU?

They have equal priority. A few reports state copay + upgrade have been given priority at some overseas stations.

Q. How soon will I know if my upgrade came through?

It can happen anytime inventory opens, from the time you book until the time you board. (Your request, including date and time of request, should carry over automatically to the airport list.)

Q. How soon will I know if my upgrade came through?

It can happen anytime inventory opens, from the time you book until the time you board. (Your request, including date and time of request, should carry over automatically to the airport list.)

Q. What happens to my booked seat whilst I'm waitlisted? If my upgrade doesn't come through, do I lose my reserved seat?

You normally retain your booked seat until (if) your upgrade comes through.

Q. How many flights can I upgrade with a single miles plus copay upgrade?

You may (assuming available inventory) upgrade up to three segments on the same ticketed itinerary (e.g. LHR-ORD-MIA-EZE, as long as they are on the same PNR).

Q. Can I look at AAnytime or MileSAAver award space to determine upgrade availability?

No. MileSAAver availability may be a good indication upgrade space may become available, but SAAver and upgrade inventories are separate.

Q. What fare inventory do I need to upgrade?

You need available "C" inventory to upgrade to two class domestic First and three class Business, "A" to three class First. These are not shown on aa.com, but some services (e.g. ExpertFlyer) do show them. The only way to reliably search for upgrade space on Expertflyer or other services is segment by segment. The reason for this is that by rule if C is available on the stand alone segment then the upgrade is allowed.

Q. I'm Executive Platinum. If I purchase an upgrade for someone without status, will they "borrow" my status for upgrade purposes?

They will if they are flying as your single traveling companion on the same flights. Otherwise, their status will determine their position on the upgrade wait list. This "borrowed" status was previously lost once the flight has gone to airport control; it doesn’t now, but it pays to check and see if it has been mismanaged by software - it can be restored when it has passed to airport control.

Q. Which miles earning and fare conditions will apply to my upgraded flights?

You will earn miles (award miles -- RDM -- and EQM) and EQ Dollars credit as determined by your originally purchased fare, and the applicable fare rules will also be determined by your originally purchased fare.

Older posts can be read in ARCHIVE: FAQ: Miles + Copay Upgrade / Upgrades (consolidated)





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FAQ: Miles + Copay Upgrade / Upgrades (master thread)

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Old Jan 10, 2021, 3:08 pm
  #796  
 
Join Date: Jun 2002
Posts: 553
FleyeSkyHigh and AAExecPlatFlyer thank you for the responses. I took the liberty of adding this information into the FAQ section of the wiki.

At this point, I have been waitlisted for a miles + copay upgrade on the return.

My wife has platinum status with plenty of 500 mile upgrades available. I have gold status. I am thinking of just splitting our PNRs. That way, on the outbound, we have a chance at an upgrade using her certs for two of us.

The AA phone rep advised against this, as she said it would impact the priority for the miles + copay upgrade on the return. While that is true, in my time using Expertflyer to monitor availability, its very rare that I ever see four seats open at a time. Rather its one or two at a time until closer in. When that happens, the party of four gets passed over and then others on the list with smaller parties get the upgrades. This happens all the way through check in. So I am inclined to go ahead and split. If we get split up, then my wife and daughter get the good seats.

Heck, if we don't clear an upgrade on the outbound, I might even take us off the miles + copay list and just buy the needed 500 mile certs (I would need to buy 11 of them),

Last edited by dc10forlife; Jan 10, 2021 at 3:14 pm
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Old May 24, 2021, 11:24 pm
  #797  
 
Join Date: Apr 2010
Location: LAX
Programs: AA EP, MUCCI, Proudly BA Blue,.
Posts: 888
Here’s a question - does already being on a waitlist effect your ability to request an upgrade to be processed manually? My situation:

bought a ticket in Economy plus, but no C-ups were available at the time, so I requested to be put on the wait list
set an upgrade alert on EF
got an alert saying there was upgrade availability, so called AA
AAgent said she didn’t handle upgrades, and had to wait until they went through waitlist

Just wonder if I’m better off setting a seat alert, NOT putting myself on waitlist, then calling when I get EF alert and just do manually?
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Old May 25, 2021, 12:17 am
  #798  
 
Join Date: Oct 2013
Location: SFO
Programs: UA 1K, AA EXP, Hyatt Glob, Hilton Diamond, Marriott Plat, Total Wine & More Reserve
Posts: 4,528
Originally Posted by matinicus rock
Here’s a question - does already being on a waitlist effect your ability to request an upgrade to be processed manually? My situation:

bought a ticket in Economy plus, but no C-ups were available at the time, so I requested to be put on the wait list
set an upgrade alert on EF
got an alert saying there was upgrade availability, so called AA
AAgent said she didn’t handle upgrades, and had to wait until they went through waitlist

Just wonder if I’m better off setting a seat alert, NOT putting myself on waitlist, then calling when I get EF alert and just do manually?
HUCA
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Old May 25, 2021, 4:27 am
  #799  
 
Join Date: Aug 2002
Location: WAS/TYO
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Originally Posted by matinicus rock
got an alert saying there was upgrade availability, so called AA
AAgent said she didn’t handle upgrades, and had to wait until they went through waitlist

Just wonder if I’m better off setting a seat alert, NOT putting myself on waitlist, then calling when I get EF alert and just do manually?
The agent was absolutely wrong. 100% of my waitlisted SWUs over the last two years have required me to call in when I receive the EF C alert to get the upgrade cleared. More and more agents are saying you need to wait for the system to process the upgrade - but that is simply not true. If you keep trying (HUCA) you'll eventually get an agent who will get it cleared. The alternative would be to remove the upgrade request and then simply re-request it which would yield the same result. I would still put myself on the waitlist because, in theory, the system should be capable of clearing the upgrade on it's own.

-FlyerBeek
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Old May 25, 2021, 4:47 am
  #800  
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Originally Posted by matinicus rock
Just wonder if I’m better off setting a seat alert, NOT putting myself on waitlist, then calling when I get EF alert and just do manually?
Yea, this has been an issue for years, HUCA as mentioned above.

Some agents will not process an upgrade request if you're already on the waitlist, others will.

Whenever I've had an agent refuse, I respond with something like "So if I just bought the ticket now you could process the upgrade, but because I bought it weeks ago you can't. That doesn't make any sense!". The agents don't have a good response and on more than one occasion I've had them change course and put it through.

In any event it's still best to get on the waitlist and not rely solely on EF alerts and calling in. I've had plenty clear straight off the waitlist. It's all timing, there's an equal chance AA could release C space and clear you in between EF sweeps, in which case you'd never receive an alert.
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Old May 25, 2021, 9:54 am
  #801  
 
Join Date: Mar 2017
Location: Chicago
Programs: AAdvantage EXP | United Silver | HH Diamond | Bonvoy Platinum | Hyatt Explorist
Posts: 718
Originally Posted by JJeffrey
Yea, this has been an issue for years, HUCA as mentioned above.

Some agents will not process an upgrade request if you're already on the waitlist, others will.

Whenever I've had an agent refuse, I respond with something like "So if I just bought the ticket now you could process the upgrade, but because I bought it weeks ago you can't. That doesn't make any sense!". The agents don't have a good response and on more than one occasion I've had them change course and put it through.

In any event it's still best to get on the waitlist and not rely solely on EF alerts and calling in. I've had plenty clear straight off the waitlist. It's all timing, there's an equal chance AA could release C space and clear you in between EF sweeps, in which case you'd never receive an alert.
Outside of HUCA - this works, asking them to put themselves in your shoes (politely) goes a long way. Also if you're talking to a superior saying "I am surprised someone at your level doesn't have the authority to make the situation right.
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Old Jun 6, 2021, 8:33 pm
  #802  
 
Join Date: Oct 2020
Programs: United 1K, Hyatt Globalist, HHonors Plat, Marriot Plat
Posts: 89
Hi all, I have a RDU-CLT-HNL flight I booked months ago that I was able to upgrade using 15K miles + $170 copay on both segments. I remember the agent confirming upgrade space was available on both segments and so I selected first class class seats on both. I can see those seats on the app and am able to switch to other first class seats. However, I noticed on the app that only the RDU-CLT segment is confirmed while the CLT-HNL segment is requested.

Is this expected? Is my upgrade not confirmed even though I have a first class seat selected?

If it’s not confirmed, I doubt this will clear as it’s a July 4th weekend Hawaii flight. This would be a huge waste of miles/cost to only have an upgrade on a 50 minute regional flight. Based on AA policies, it looks like I’m SOL on getting a refund of the copay. Am I missing something?
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Old Jun 7, 2021, 7:11 am
  #803  
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Originally Posted by whitecastle
Hi all, I have a RDU-CLT-HNL flight I booked months ago that I was able to upgrade using 15K miles + $170 copay on both segments. I remember the agent confirming upgrade space was available on both segments and so I selected first class class seats on both. I can see those seats on the app and am able to switch to other first class seats. However, I noticed on the app that only the RDU-CLT segment is confirmed while the CLT-HNL segment is requested.

Is this expected? Is my upgrade not confirmed even though I have a first class seat selected?

If it’s not confirmed, I doubt this will clear as it’s a July 4th weekend Hawaii flight. This would be a huge waste of miles/cost to only have an upgrade on a 50 minute regional flight. Based on AA policies, it looks like I’m SOL on getting a refund of the copay. Am I missing something?
What does your reservation look like when you check it online (not in the app)?

When you confirmed the upgrade months ago you should have received an email confirmation as well. I'm guessing this is just an issue with the app and not that your upgrade is somehow not confirmed now.
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Old Jun 7, 2021, 7:50 am
  #804  
 
Join Date: Oct 2020
Programs: United 1K, Hyatt Globalist, HHonors Plat, Marriot Plat
Posts: 89
Originally Posted by JJeffrey
What does your reservation look like when you check it online (not in the app)?

When you confirmed the upgrade months ago you should have received an email confirmation as well. I'm guessing this is just an issue with the app and not that your upgrade is somehow not confirmed now.
Thanks! The email confirmation and desktop website makes no mention of a pending waitlist and has "Class: First (C)" as for both flights so I'm inclined to agree with you. On the website, I was also able to pre-select an entree for the the CLT-HNL flight. Is there anything specific I should be looking for on the website?

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Old Jun 7, 2021, 11:00 pm
  #805  
 
Join Date: Apr 2014
Location: ROC
Programs: AA Exec Plat; NEXUS
Posts: 74
Originally Posted by whitecastle
Hi all, I have a RDU-CLT-HNL flight I booked months ago that I was able to upgrade using 15K miles + $170 copay on both segments. I remember the agent confirming upgrade space was available on both segments and so I selected first class class seats on both. I can see those seats on the app and am able to switch to other first class seats. However, I noticed on the app that only the RDU-CLT segment is confirmed while the CLT-HNL segment is requested.

Is this expected? Is my upgrade not confirmed even though I have a first class seat selected?

If it’s not confirmed, I doubt this will clear as it’s a July 4th weekend Hawaii flight. This would be a huge waste of miles/cost to only have an upgrade on a 50 minute regional flight. Based on AA policies, it looks like I’m SOL on getting a refund of the copay. Am I missing something?

I don't know about the app since I don't use a cell phone.

But, on my AA reservations online, just about every time I do mileage upgrades (which is every time we fly, at least 3 or 4 times a year) it still shows as "Requested" for each segment.

Scroll all the way down to the bottom, under your flights, under your meal selections, etc. Sometimes, the segments that have been confirmed will show as "Confirmed". But, lately at least, they just all stay as "Requested". My First/Business seat selections are still displayed next to my flight segments. And, I have never had a problem at the airports for those "Requested" flights; we always get our First/Bus seats that we had originally selected.

Oh, and I've never seen "Waitlisted" anywhere on an AA rez online. I guess that's where the "Requested" comes into play (even if they are Confirmed......).
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Old Jun 9, 2021, 5:54 pm
  #806  
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So, if I get an upgrade confirmed in advance, in which situations are the miles and copay refundable?

Also, are you sure it applies to three segments, I thought it only applied to one. So, if you have an international segment and two domestic, assuming the international is available, it applies to all three? What if the domestic legs are on the next day (same itinerary), are they still covered?
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Old Jun 9, 2021, 6:22 pm
  #807  
 
Join Date: Dec 2014
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Programs: American Airlines Executive Platinum, Marriott Bonvoy Ambassador Elite
Posts: 3,226
Originally Posted by nk15
So, if I get an upgrade confirmed in advance, in which situations are the miles and copay refundable?

Also, are you sure it applies to three segments, I thought it only applied to one. So, if you have an international segment and two domestic, assuming the international is available, it applies to all three? What if the domestic legs are on the next day (same itinerary), are they still covered?
IIRC, the miles are refundable at any time, if you cancel the reservation, but the co-pay is non-refundable unless there is a significant schedule change or cancellation.
Mileage and systemwide upgrades are valid for 3 segments and can even be used with stopovers.
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Old Jul 28, 2021, 3:00 pm
  #808  
 
Join Date: Mar 2017
Location: USA
Programs: AA Gold, Hyatt Globalist, Hilton Diamond
Posts: 311
Originally Posted by donotblink
IIRC, the miles are refundable at any time, if you cancel the reservation, but the co-pay is non-refundable unless there is a significant schedule change or cancellation.
Mileage and systemwide upgrades are valid for 3 segments and can even be used with stopovers.
Would an equipment change allow for a refund of the co-pay? I'm still learning about miles and co-pay upgrades and I'm feeling paranoid about the non-refundable part haha...
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Old Jul 28, 2021, 3:03 pm
  #809  
 
Join Date: Sep 2008
Location: AUS
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Posts: 7,043
Originally Posted by milesforhire
Would an equipment change allow for a refund of the co-pay? I'm still learning about miles and co-pay upgrades and I'm feeling paranoid about the non-refundable part haha...
No. When you a purchase a ticket (whether w/cash or miles) you are purchasing a class of service/cabin, not the guarantee of a specific plane or seat type.
[Edit] Sounds like I may be incorrect on this answer. Apologies if I created any confusion.

Regards

Last edited by scubadu; Jul 29, 2021 at 6:54 am Reason: Incorrect response
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Old Jul 28, 2021, 3:05 pm
  #810  
 
Join Date: Nov 2018
Posts: 1,285
Originally Posted by scubadu
No. When you a purchase a ticket (whether w/cash or miles) you are purchasing a class of service/cabin, not the guarantee of a specific plane or seat type.

Regards
when did this change? Pre covid equipment change for international tickets meant a full refund if requested.
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