Sep 2, 2016, 8:22 am
Last edit by: serpens
Sapphire Reserve Annual Travel Credit
How are the dates calculated?
For cards issued prior to May 21, 2017 it was Reimbursed per Calendar year, not membership year. Purchases must be posted (not pending) by your December statement (dated any time Dec 1 through Dec 31) to be credited against current year's $300 credit. Any travel spend that posts after the December statement will credit against the next year's $300 credit.
For cards issued after May 21, 2017, it will be reimbursed by membership year.
But my 2nd annual fee is after May 21, 2017, why didn't my travel credit reset?
Because if you got your card before that date, your travel credit will continue to reset after your December statement.
Does the travel credit count as minimum spend?
Spend is spend, the credit is the credit. The $300 reimbursement is a separate item from spending requirements( the $300 reimbursement on travel, $100 Goes all count towards the $4,000 only the $450 yearly fee doesn't). You must spend $4000 for your signup bonus UR points. If part of that spend is categorized as travel, a credit will post to your account accordingly. They are separate items.
Even if you return a purchase after you've met your $4000 initial spend it will not count against your spend.
Can I get two travel credit fees if I apply in the middle of the year?
Not for applications after May 21, 2017.
What counts as Travel?
Gas Station and Grocery Store purchases will also count through 12/31/21. (See post 1521.)
The following items have been reimbursed.
Airline purchases, fees & gift cards:
What doesn't count as travel?
Here's a thread dedicated to the topic: https://www.flyertalk.com/forum/chas...rrect-mcc.html
The following items have NOT posted as travel/been reimbursed:
How are the dates calculated?
For cards issued prior to May 21, 2017 it was Reimbursed per Calendar year, not membership year. Purchases must be posted (not pending) by your December statement (dated any time Dec 1 through Dec 31) to be credited against current year's $300 credit. Any travel spend that posts after the December statement will credit against the next year's $300 credit.
For cards issued after May 21, 2017, it will be reimbursed by membership year.
But my 2nd annual fee is after May 21, 2017, why didn't my travel credit reset?
Because if you got your card before that date, your travel credit will continue to reset after your December statement.
Does the travel credit count as minimum spend?
Spend is spend, the credit is the credit. The $300 reimbursement is a separate item from spending requirements( the $300 reimbursement on travel, $100 Goes all count towards the $4,000 only the $450 yearly fee doesn't). You must spend $4000 for your signup bonus UR points. If part of that spend is categorized as travel, a credit will post to your account accordingly. They are separate items.
Even if you return a purchase after you've met your $4000 initial spend it will not count against your spend.
Can I get two travel credit fees if I apply in the middle of the year?
Not for applications after May 21, 2017.
What counts as Travel?
Gas Station and Grocery Store purchases will also count through 12/31/21. (See post 1521.)
The following items have been reimbursed.
Airline purchases, fees & gift cards:
- AA e-gift certificate
- Delta eGift Cards, in-flight food/drink purchases
- UA in-flight bev
- Moved from EC to EC+ on AA and credit posted 8/2017.
Southwest gift cards do work! Just purchased a $40 emailed gift card and received the travel credit 3/2018
- Airbnb & their GC
- Bellagio Las Vegas -- including restaurant charges signed to room (posted as BELLAGIO - FRONT DESK)
- hotels.com (NOT hotels.com e-gift cert!)
- Hotel restaurants not charged to room (verified at Renaissance LV)
- Marriott GC and hotel charges
- Priceline "opaque" hotel purchases
- Kruger National Park lodging reservation (booked on sanparks.org official site)
- Hilton Home2 Suites
- taxi fares: Uber, Lyft, Gett, Way2Ride, London taxi, RideAustin
- Transit fees: BART, MTA, FastTrac, MetroCard, DC Metro (WMATA) SmarTrip farecard and commemorative cards, NJ Transit, Oyster card, Ventra (Chicago), Las Vegas Monorail,Short term parking at LAS, London, STIB/MIVB (Brussels), UTA (Salt Lake City), TriMet (Portland, OR)
- Parking meters: Chicago; Portland, OR; San Francisco; Atlantic City; Seattle; Minneapolis; Raleigh; San Diego
- Public parking garages: San Francisco; Montgomery Co. MD; Saint Paul; UC San Diego
- Toll passes: E-Z Pass (MA, MD, NH, NJ, NY, PA), Sunpass prepaid tolls, Washington State GoodToGo tolls, RiverLink tolls, TxTag, IPass (Illinois), Houston EZ-Tag
- Train tickets: trainline (UK train tickets), Eurostar.com, Bahn.com (when using Paypal), Amtrak (cafe car purchases as well as tickets purchased from kiosks or the website), italirail.com, Train and bus travel in Scotland at ticket counter, SNCB/NMBS (Belgium--app or counter; chip-and-sign cards don't work in ticket machines), Euroshuttle (car train under the English Channel)
- Ferries: Cape May, NJ to Lewes, DE
- Shuttles: Jackson Hole WY Airport official shuttle to town
- Unlimted JR Pass for Japan purchased from japan-rail-pass.com
- Bikeshare membership/usage fees in Washington, DC
- Parking apps: ParkWhiz, SpotHero, ParkMobile
- Presidential Limousine service in Las Vegas
- Costco Travel
Disney theme park tickets physically purchased at Disney gateSee post #1203- Disney Vacation account funding
- Royal Caribbean drink package
- Cruise bookings
- Cruise Excursions Booked Prior to Cruise (and fully refundable)
- MIR Travel Agency
- ChargePoint for Electric Vehicle Charging
- MileagePlusX Uber GC
- undercovertourist.com
- Rental cars (verified Avis on page 7 of this thread)
- Lahaina Cruise Co. (Hawaii Ocean Project whale watch cruise)
- Interval International Exchange Fee + Upgrade Fee
- Aircraft title transfer registration fees with ICAO's International Registry of Mobile Assets (Cape Town Convention and Aircraft Protocol)
- Cooking class/experience booked through Viator
What doesn't count as travel?
Here's a thread dedicated to the topic: https://www.flyertalk.com/forum/chas...rrect-mcc.html
The following items have NOT posted as travel/been reimbursed:
e-gift card from Airline, except DeltaPlease list specifics.- AA in-flight food
- AAA membership
- Alaska Airlines: e-gift cards; in-flight food; Board Room membership (post 1152)
- Blink Charging (EV charging network): shows up as Bills & Utilities
- CLEAR -- annual membership fee and pro-rated $50 fee for adding a family member
- Points.com (Southwest)
- Not all parking meters - Michigan State University (MSU Police Dept. 1x), Phoenix
- Parking citation payment (SF MTA)
- Hotel parking fees (e.g. Fairmont SF)
- Walt Disney tickets directly from Disney.com
- Vacation Rental by Owner/HomeAway
- Airport landing, parking and ground handling fees for private jets
EZ-Tag (Houston, TX)now DOES count per post 1109- Georgia Peach Pass
- Hotels.com e-gift card
- Hyatt e-gift card
- Hyatt physical G.C. from Hyatt.com (coded as Online, Mail, or Telephone transaction or Card, Gift Novelty and Souvenir Stores) No manual adjustment.
- IHG Ambassador recognition program
- Southwest Airlines in-flight purchases
- Southwest Airlines Wi-Fi purchase ("Bills & utilities" in Chase online banking)
- Prince Resorts Hawaii Gift Card (Prince Hotel Waikiki, Mauna Kea Hotel, Hapuna Beach Hotel)
- Meal at Fairmont Hotel not charged to room
- Choice hotel Points + Cash reservation
- Delta in-flight Wi-Fi purchased through app
- MPX Amazon.Com
- Not all public transit: Lisbon metro
- Travel Insurance (Allianz)
Chase Sapphire Reserve $300 Annual Travel Credit (2016 - 2021)
Dec 6, 2020, 6:40 pm
#1471
Join Date: Jul 2016
Posts: 495
On the Chase web site, navigate to your Sapphire Reserve's statements page and select a month during which you bought groceries from walmart.com. (Do not select PDF statements.) When I look at current or former months' listings of transactions, the line with the charge shows a category.
But this is not definitive. For Freedom, my local Walmart shows "grocery" but it doesn't count for the bonus when grocery is a bonus category. For Sapphire Reserve, I bought from a shop that coded as restaurant or something that would reasonably be dining, but it did not earn the 3x associated with dining because the MCC was bakery or something similar. (It's been a while, and I don't recall the details.)
Probably your best move is to make a trial purchase and see what happens. Please report the result if you do. Good luck.
But this is not definitive. For Freedom, my local Walmart shows "grocery" but it doesn't count for the bonus when grocery is a bonus category. For Sapphire Reserve, I bought from a shop that coded as restaurant or something that would reasonably be dining, but it did not earn the 3x associated with dining because the MCC was bakery or something similar. (It's been a while, and I don't recall the details.)
Probably your best move is to make a trial purchase and see what happens. Please report the result if you do. Good luck.
Dec 6, 2020, 6:45 pm
#1472
FlyerTalk Evangelist
Join Date: Aug 2002
Location: Intermountain West
Programs: Too many to list
Posts: 12,071
All my Walmart food purchases, at 2 different stores, show as Grocery. The other category that qualifies is Gasoline.
Only these two!
Only these two!
Dec 6, 2020, 6:53 pm
#1473
FlyerTalk Evangelist
Join Date: Jul 2003
Location: Florida
Posts: 29,740
CSR purchases made at WalMart Neighborhood Market in my area qualify as grocery for the PYB purpose, so I assume it would also work for the travel credit purpose.
On top of that, PYB is only good till end of Apr, but travel credit substitutes are good till end of Jun. Why not make these the same deadline?
Freedom (both the regular and the unlimited) are specifically excluded in earning grocery bonus at both WalMart AND Target.
Chase is making these unnecessarily complicated and confusing for many cardholders, probably purposely so!
Dec 7, 2020, 4:10 am
#1474
Moderator
Join Date: Jun 2003
Location: Miami, Mpls & London
Programs: AA & Marriott Perpetual Platinum; DL & HH Gold
Posts: 48,952
Chase has a partial list. It is available online when groceries is a quarterly bonus category for Freedom cards, but they do not leave it up otherwise. I expect they would send you a copy if you ask.
Dec 7, 2020, 10:15 am
#1475
FlyerTalk Evangelist
Join Date: Sep 2006
Location: Toledo, OH
Programs: Delta DM & MM, Hilton DM, Marriott gold, Hyatt Globalist, Alaska 75K, Wyndham Diamond,
Posts: 15,397
I bought a Best Buy gift card for a purchase at Kroger and my travel credit posted against it. I was able to use PYB for the entire purchase so great way to double dip to cover the remaining annual fee plus I'm earning 3 points per $ for the first $1k at Grocery stores. My annual fee hasn't posted yet is the weird thing. I was thinking in the past the travel credit kicked in right after the annual fee posted.
Dec 7, 2020, 10:44 am
#1476
Join Date: Sep 2011
Posts: 1,857
I bought a Best Buy gift card for a purchase at Kroger and my travel credit posted against it. I was able to use PYB for the entire purchase so great way to double dip to cover the remaining annual fee plus I'm earning 3 points per $ for the first $1k at Grocery stores. My annual fee hasn't posted yet is the weird thing. I was thinking in the past the travel credit kicked in right after the annual fee posted.
Dec 10, 2020, 11:05 am
#1477
Join Date: Nov 2011
Location: Iowa
Posts: 721
What is the last day that I can cancel my CSR and get a refund on the annual fee? I don't think I'll be able to get the $300 spent by the date the annual fee is due. I swear that I read somewhere that cardholders have 3 months to cancel and get a refund on the annual fee but I can't find that now.
Dec 10, 2020, 11:18 am
#1478
Moderator
Join Date: Jun 2003
Location: Miami, Mpls & London
Programs: AA & Marriott Perpetual Platinum; DL & HH Gold
Posts: 48,952
Rules are different if you downgrade rather than cancel. See this thread: https://www.flyertalk.com/forum/chas...el-2020-a.html
Dec 10, 2020, 11:27 am
#1479
FlyerTalk Evangelist
Join Date: Aug 2002
Location: Intermountain West
Programs: Too many to list
Posts: 12,071
What is the last day that I can cancel my CSR and get a refund on the annual fee? I don't think I'll be able to get the $300 spent by the date the annual fee is due. I swear that I read somewhere that cardholders have 3 months to cancel and get a refund on the annual fee but I can't find that now.
Dec 10, 2020, 11:34 am
#1480
Join Date: Nov 2011
Location: Iowa
Posts: 721
I have bought gift cards at Walmart Superstore. They didn't apply to $300 travel credit (temporary grocery bonus) or the 3x grocery spend bonus.
Dec 10, 2020, 11:54 am
#1481
FlyerTalk Evangelist
Join Date: Sep 2006
Location: Toledo, OH
Programs: Delta DM & MM, Hilton DM, Marriott gold, Hyatt Globalist, Alaska 75K, Wyndham Diamond,
Posts: 15,397
Does your grocery store you use sell gift cards to their store? Just buy a $300 gift card if they do, you'll use the balance eventually.
Dec 10, 2020, 4:32 pm
#1482
FlyerTalk Evangelist
Join Date: Jul 2003
Location: Florida
Posts: 29,740
FWIW you only get 30days to get annual fee reversed from the date the AF is billed, though some said it actually was from the statement date of the cycle the AF being billed (always on 1st business day of the month).
Dec 10, 2020, 5:24 pm
#1483
Moderator
Join Date: Jun 2003
Location: Miami, Mpls & London
Programs: AA & Marriott Perpetual Platinum; DL & HH Gold
Posts: 48,952
Dec 26, 2020, 9:38 am
#1484
Join Date: Jan 2009
Location: LHR (sometimes CLE, SFO, BOS, LAX, SEA)
Programs: UA 1K
Posts: 5,892
Oops, we didn't use the $300 annual travel credit on two cards (I'm confused b/c I bought a LOT of groceries on one card).
But I see that
> Purchases must be posted (not pending) by your December statement (dated any time Dec 1 through Dec 31) to be credited against current year's $300 credit.
Should we buy something and hope the fact that it was before 12/31 can help us talk someone into crediting it for 2020?
But I see that
> Purchases must be posted (not pending) by your December statement (dated any time Dec 1 through Dec 31) to be credited against current year's $300 credit.
Should we buy something and hope the fact that it was before 12/31 can help us talk someone into crediting it for 2020?
Dec 26, 2020, 9:49 am
#1485
Moderator
Join Date: Jun 2003
Location: Miami, Mpls & London
Programs: AA & Marriott Perpetual Platinum; DL & HH Gold
Posts: 48,952