I just tried to transfer an upgrade to keep unlimited data and was denied by a Verizon CSR.
Here was my situation...
1 Unlimited data line WITH upgrade eligible
1 tiered 2GB data line without upgrade
Online, I took the option to transfer my upgrade on the unlimited line to the 2GB line and purchased an HTC one with the upgrade. I chose store pickup for the delivery method.
When I went to pick up my phone, I was upfront with the CSR and told him I wanted to activate the phone on my 2gb line and then reactivate the existing Iphone so I can activate the new phone to my unlimited line and keep unlimited data. He told me there was no way he could do that. I then said I wanted to leave the store with the phone and activate it myself online, and he told me I couldn't leave the store with the phone I purchased unless activated tiered data on my unlimited line (because I transferred the upgrade from my unlimited line). He said even if I just activated the phone on my 2GB line, I would be renewing the contract on my unlimited line which would make it lose unlimited data.
The guy was really nice about it, but basically told me there was no way he could possibly do it in the store. Since he wouldn't let me take the phone home, I completely cancelled the order and walked out.