Strategy to obtain US Amex

Hope this process with Chase will help someone.

P2 is 3/24. P2 Already had Chase checking account in April, had CSP in May after recon 2 times.

Used my referrals and signed up for CIBP Thu last week. Waited until Tuesday morning, Called and automated phone system said they sent a letter. Pressed 0 to get transferred to C.S. They wanted to verify ITIN and P2 was asked to confirm/repeat 2 times (was asked the balance of checking account - purposely left 4.5K in there - as they could not send text to phone number ) and transferred to different department.

the next C.S asked P2 to confirm Business name (aka Real Name), Address , Phone number and Got approved without waiting for the physical letter that was notified at the beginning of the call.

Asked to expedite the card to Australia. Got transferred to card services dept. More verifying by receiving the text in phone - this time it worked. And card was approved to be expedited to Australia.

By now my P2 is feeling pretty good and more confident in talking to banks. Thanks God.
Card arrived today at my Australian Address
 

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