7. PROCESS AND DOCUMENTATION
Sales and Delivery Requirements
* The dealership may require the New Vehicle Purchase Program customer to make a deposit when placing a vehicle order. Some or all of this deposit may be retained by the dealership if the customer declines to accept delivery of the product ordered. An agreement in writing should be reached with the dealership concerning the amount of the deposit and the conditions under which it may be retained by the dealership if the transaction is not completed.
* Lease transactions may require a refundable security deposit. The security deposit is held until the end of the lease and is refunded, provided that the lease terms have been satisfied. The deposit is usually equal to one month's payment, rounded to the next $25.
* The dealership may charge any price negotiated (at or above dealer cost) between the dealer and the customer for undercoating, dealer installed options, extended service contracts and other items or services that add value to the vehicle, provided such items are priced separately and listed individually on the retail buyer's order and the AZXD-Plan Pricing Agreement.
* Dealerships will notify the customer as soon as the vehicle has been prepared for delivery. New Vehicle Purchase Program customers must accept delivery and make final settlement within five working days of notification by the dealership that the vehicle is available for delivery. Unless otherwise agreed to between the dealership and the New Vehicle Purchase Program customer, vehicle disposition becomes the sole responsibility of the delivering dealership on the sixth day.
What is a PIN?
A PIN (Personal Identification Number) is a unique numeric code required for each vehicle purchase under the AXZ-Plan. This PIN will be generated by the Ford employee/retiree (sponsor) for either themselves or an eligible family member or friend. The PIN holder will then take this PIN to an authorized Ford Motor Company dealership to secure the AXZ-Plan discount.
Using a PIN
* Provide your dealer the PIN along with the last 4 numbers of your Social Security Number.
* The dealer will enter your PIN and social security number into the computer to verify your eligibility. Once your eligibility has been verified, the dealer can lock in the approval to complete the transaction. (If you decide not to complete the transaction at that dealership, ask the dealer to cancel the locked-in approval so that you can use it elsewhere.)
PIN Generation
You have several options for generating a PIN.
* PINs can be generated for yourself, eligible family member or friend from our web site at
www.axz.ford.com. Select the "Generate a PIN" link from the home page or go to the "PINS & Members" tab.
* PINs can also be generated through our call center at AXZ-Plan Headquarters. However, we encourage all participants to use the web sites whenever possible as this helps to reduce program costs for Ford Motor Company. We do require all active salaried employees with Company-provided Internet service to use the web sites for PIN generation.
* PIN must be generated before the date of sale.
How Does a Qualified Plan Participant get a Vehicle
When Does Delivery Take Place?
If the Employee, Retiree, or Surviving Spouse is the customer...
* Identify yourself to the dealer as the employee, retiree, or surviving spouse.
* Give the dealer only the last four digits of your Social Security Number (SSN) and your seven digit Personal Identification Number (PIN). (This combination is your New Vehicle Purchase Program ID number).
* The dealer will enter your PIN into the computer to verify your eligibility. Once your eligibility has been verified, the dealer can lock in the approval to complete the transaction. (If you decide not to complete the transaction at that dealership, ask the dealer to cancel the locked-in approval so that you can use it elsewhere.)
* Ask for a copy of the vehicle invoice which shows the AZ-Plan price in the box labeled AZ-Plan located in the lower right hand corner (lower left for Volvo). This is always the correct AZ-Plan price.
NOTE: The Z-Plan price is exactly the same as the A-Plan price.
* The dealer will complete and ask you to sign the AZXD-Plan Pricing Agreement. After you have signed it, the dealer will provide you with a copy. This is your assurance that the price charged is the correct price. Do not sign this form if it is blank or if you do not understand how the price was calculated. All added items must be documented on this form, including negative equity on trade, and gifts. If you have any questions or concerns about the terms of your purchase or lease, ask your dealer for clarification before closing the transaction.
If an eligible family member or friend/neighbor is the customer...
* Obtain an approval PIN for your family member or friend/neighbor just as you would for yourself. You will need the correct spelling of the persons name, the last four digits of his/her Social Security Number, address, telephone number, email id (if available), and will be asked to verify his/her eligible family relationship to you. Ensure that the name name/address provided for PIN generation is accurate and verifiable using appropriate personal identification (i.e. driver license). The dealer will require the name/address on the PIN transaction to match the name/address of the purchaser identified on the sales transaction.
* Provide your family member or friend/neighbor with the PIN so that the dealer can determine eligibility.
* Please inform the family member or friend/neighbor that:
o The Plan privilege is for the eligible family member's or friend/neighbor’s personal use only.
o The PIN must not, under any circumstances, be provided to any other person, except the
dealer at the time of purchase or lease.
o Providing the PIN to any other person is a violation of the Plan's conditions.
* The family member or friend/neighbor must identify himself/herself as an eligible participant to the dealer and provide the dealer with the last four digits of his/her SSN and PIN for verification. The eligible family member will also be required to specify the relationship that exists with the Employee/Retiree or Surviving Spouse.
* Employee/Retiree/Surviving Spouse sponsors are responsible for how their Plan is used by other family members.
* For Friend or Neighbor X-plan only - the X-Plan approval PIN may also be issued in the name of a business owned by your friend or neighbor. PINs generated in the name of a business must be obtained through the AXZD Call Center (800) 348-7709. Do not use the web site to generate the PIN. Use the last four numbers of the business Federal Tax ID in lieu of the SSN where requested.
Members
As an AXZ-Plan sponsor, you can enroll individuals eligible for either the AZ or X Friends & Neighbors Program into an exclusive web site
www.myplan.ford.com. This web site provides many of the great features and functions you have in
www.axz.ford.com including: AXZ-Plan pricing, incentives, special offers, plan rules and the ability to request PINs electronically from you, their sponsor. Your members can also sign-up for email notification of the latest AXZ-Plan offers. This is a great way to introduce your family and friends to the outstanding product offerings available through you as a Ford employee/retiree.
How It Works
* Go to the PINs & Members tab of the
www.axz.ford.com web site. Select the link for "Tell Your Family and Friends!" You will be taken through a series of screens to enroll your family member or friend. You will be required to provide their name, mailing address and email address along with some product interest information.
* At the completion of the enrollment process, your enrollee will be sent an email invitation containing informative information about the Plans and steps to register with the
www.myplan.ford.com web site. Your enrollee must complete the registration process to gain access to this web site. Registered members may cancel their registration and/or opt-out of email notifications at any time.
* As the registered member's sponsor, you will also have the ability to cancel their registration at any time.
* You can also view/edit your enrollee's record from the PINs & Members tab of
www.axz.ford.com. Once your enrollee has officially registered, you will have limited edit capability to their record since the member will now be in control of this information.
* Registered members may "request" a PIN from you electronically and only for the plan which you have enrolled them in (AZ vs. X Friends & Neighbors). You will be notified of this PIN request through the email address you initially used to register for the
www.axz.ford.com web site. This email address can be view/edited through the "MYPROFILE" link in the upper right-hand corner of the home page. Additionally, you will receive a pop-up notifying you of pending PIN requests when you login to the web site.
* Responding to the PIN request is simple! The email will provide you the link to complete the process. Alternatively, you can go to the PINs & Members tab of
www.axz.ford.com and scroll to the bottom of the page where your members are listed in tabular form. Those with an active PIN request will be identified with two active links to select: "Accept" or "Deny". The member will be sent an email with the PIN if you choose "Accept" or a rejection note if "Deny". You will have the option to add a personal note to the email if you chose. In the case of a denial, we recommend a follow-up contact to assist the member with other alternatives. If your denial is due to a lack of available PINs, contact our call center to discuss possible options.
Note: You will no longer need to request the Social Security Number of your member either in part or whole. The member will provide the last four of their Social Security Number when requesting the PIN through
www.myplan.ford.com. When your member goes to the dealership, the sales consultant will require them to provide the PIN and the last four numbers of their Social Security Number to verify their eligibility through our secure PIN database.
8. FREQUENTLY ASKED QUESTIONS
If your question isn't covered here you can Contact Us with a specific concern (via email).
1. How do I get a PIN?
2. How long is a PIN valid?
3. How do I confirm the AXZ-Plan Price on the vehicle I want to purchase?
4. Can I purchase or lease my eligible vehicle?
5. Can I obtain a vehicle for my business or for another person?
6. How long do I have to keep an A-Plan vehicle?
7. I'm confused about how the Red Carpet Lease agreement was calculated. What should I do?
8. Am I eligible for other incentives?
9. Do Dealers make a profit on Plan purchases and/or leases?
10. May I purchase a used vehicle or dealer demonstrator on the AXZ-Plan?
11. Can I be charged a "document fee" (doc fee) by my dealer?
12. What happens if I obtain a PIN for my brother or sister to purchase or lease a new car and my niece or nephew, or some other ineligible person uses the PIN?
13. What vehicles are eligible for the Plan?
14. May I purchase/lease an E-Series or F-Series chassis on the AXZ-Plan?
15. Are SVT vehicles eligible?
16. What may happen to me if I don't follow the Plan's rules and abuse my privileges?
17. How long is the Plan in effect?
18. Information I've been given else where conflicts with the rules in this document. What should I do?
19. I'm a U.S. employee and have relatives in Canada. Can I sponsor an AXZ sale for them?
20. How do I enroll a family member or friend as a "member" in
www.myplan.ford.com?
21. My 'member' never receives the email invitation when I enroll them.
22. Can I find Plan prices and incentives before contacting a dealer?
23. What resources are available to obtain Auto Insurance?
24. What are the qualifications to be a Partner Organization?
25. Where can I find a list of eligible Partners in the Partner Recognition Program?
26. What's the difference between The Friends & Neighbors and the Partner Recognition Program?
1. How do I get a PIN?
Go to the PINs & Members section on our website or contact the AXZ-Plan Headquarters call center. Click here for contact information details. Due to cost considerations, all participants are encouraged to use the web site whenever possible. Active salaried employees with Company-provided Internet access are required to use the website (
www.axz.ford.com) for PIN generation.
2. How long is a PIN valid?
PINs remain active for 12 months from the date of issue.
3. How do I confirm the AXZ-Plan Price on the vehicle I want to purchase?
As an AXZ-Plan participant, you are authorized to see the dealer invoice for the vehicle you intend to purchase. Ask the dealer to show you this invoice and point out the AXZ-Plan price for your review. The A or Z-Plan price is the amount shown in the box labeled "AZ-Plan" near the bottom of the factory invoice. The New Vehicle Purchase Program price includes advertising, finance costs, transportation, dealer preparation and Company administrative fees. The dealership may not charge extra for these items. Click here to see an example of a Ford dealer invoice and where the AZ-Plan price is located on the document. Click here to see an example of a Ford dealer invoice and where the X-Plan price is located on the document.
4. Can I purchase or lease my eligible vehicle?
Yes. You can purchase or lease any qualified vehicle in the New Vehicle Purchase Program provided you are a qualified participant with a good credit rating. Purchase or lease financing may be obtained at the customer's discretion from any source.
5. Can I obtain a vehicle for my business or for another person?
AZ-Plan vehicles must be titled and registered in the eligible employee, retiree or eligible family member's name for a minimum of six months. However, X-Plan purchases may be titled in the name of a business. PINs must be generated using the last 4 digits of the company's federal tax identification number.
6. How long do I have to keep an A-Plan vehicle?
You must keep an A-Plan vehicle in your possession and registered in your name for at least six months from the date of purchase or lease.
7. I'm confused about how the Red Carpet Lease agreement was calculated. What should I do?
Ask your dealer to walk you through the steps used to calculate your lease. If you're still confused after the dealer explains it again, call the Ford Credit Customer Service Center for assistance. Click here for contact information.
8. Am I eligible for other incentives?
Yes. Plan participants are eligible for most public incentives and many incentives normally paid to the dealer. There are some offers that are not compatible with the Plan. Your dealer can best determine which incentives you are eligible for.
9. Do dealers make a profit on the New Vehicle Purchase Program?
Yes. Dealers receive a commission from Ford Motor Company on each New Vehicle Purchase Program transaction (including X-Plan).
10. May I purchase a used vehicle or dealer demonstrator on the AXZ-Plan?
The Plans are only for new vehicles. Used vehicles are not eligible for AXZ discount plan. New vehicle demonstrator units are available for sale at the new vehicle AXZ-Plan price, however, no additional discount is permitted beyond incentives compatible with an AXZ-Plan deal.
11. Can I be charged a "document fee" (doc fee) by my dealer?
Yes. Dealers will be permitted to assess up to $75 in documentary fees on each delivery to an eligible purchaser under the terms of the Plan, unless otherwise provided by state or local laws or regulation. Each dealer is responsible for complying with applicable laws or regulations.
* What if I am in a state that allows the dealer to charge more than $75?
Unless otherwise provided by state or local laws or regulation: In states where dealers are not permitted to charge as much as $75 for doc fees, dealers would be capped at the lesser amount as provided by the state. In states that permitted more than $75, dealers would be permitted to charge the Plan customer $75. In states that permitted more than $75 and also required that all customers be charged the same amount, dealers may charge the Plan customer $75 and indicate any additional fees have been paid by Ford Motor Company as part of the AXZD-Plan Program dealer reimbursement on the buyer's order.
* How does this change the $75 administration fee?
There is no change. The $75 administration fee covers costs of managing the New Vehicle Purchase Program.
12. What happens if I obtain a PIN for my brother or sister to purchase or lease a new car and someone else (ineligible participant) uses the PIN?
You are responsible for the allocation of your AXZ-Plan PINs and how they are used. It's up to you to let your relatives know who is eligible and who isn't. Note that an AXZ-Plan purchase using the PIN you provide should only be completed for the individual you designate on the PIN itself. If you are aware that a different individual has purchased a vehicle with this PIN, you should report the incident to AXZ-Plan Headquarters immediately. Please see the section "Who's Eligible" for details.
13. What vehicles are eligible for the Plan?
For a list of eligible vehicles, go to the Vehicles and Pricing tab. All Ford Motor Company vehicles are generally eligible with the exception a select few models that are listed in the Product Availability section. Exclusions are subject to change, so verify eligibility on the web site. Vehicles listed under Vehicles and Pricing that are not eligible for the Plan are denoted with an X next to the model name, a “mouse over” message stating the vehicle is not eligible and a line of text at the bottom of the image of that model. Additionally there will be no Plan price example next to the model image.
14. May I purchase or lease an E-Series or F-Series chassis on the AXZ-Plan?
Most F-Series and E-Series vehicles are eligible for AXZ Plan purchase. See our Product Availability section for further details.
15. Are SVT vehicles eligible?
Yes. However the Plan program is voluntary at participating dealerships.
16. What may happen to me if I don't follow the Plan's rules and abuse my privileges?
Disregard for the rules of the New Vehicle Purchase Program is a serious matter. Violations of the Plan's rules, as described in this document can result in:
* Having to re-pay the participating dealership's commission,
* Being suspended from participating in the Plan,
* Facing other disciplinary action up to and including termination of employment.
17. How long is the Plan program in effect?
There is no effective expiration date for this program, however, Ford Motor Company reserves the right to modify the program, remove eligibility, or cancel the program at any time.
18. Information I've been given elsewhere conflicts with the rules in this document. What should I do?
For clarification of Plan Rules, contact our call center with your concern before closing any sale or lease transaction. Remember, you are responsible for assuring that your Plan Eligibility is used according to the Rules. This includes sales and leases you sponsor for family members. Click here for call center contact information.
19. I'm a U.S. employee and have relatives in Canada. Can I sponsor an AXZ sale for them?
The short answer is yes! If you are a U.S. employee (as identified by your CDS record), retiree, or surviving spouse and you wish to sponsor an AXZ sale through a Canadian dealership, you will need to request an "exception" PIN from our call center. When you contact our call center, be sure to inform the call center representative that you are a U.S. employee and wish to request an "exception" AXZ PIN for use through a Canadian dealership. Generated PINs will count towards your overall yearly allocation of four (4) AZ PINs and four (4) X PINs. These same procedures apply to Canadian employees requesting PINs for use through a U.S. dealership. Note, Ford of Canada maintains their own set of rules for AXZ-Plan. While very similar, differences exist. Canadian rules apply to Canadian PINs. Click here to see our call center contact information.
20. How do I enroll a family member or friend as a "member" in
www.myplan.ford.com?
As an AXZ-Plan sponsor, you have the ability to enroll individuals eligible for either the AZ or X Friends & Neighbors Program into an exclusive web site
www.myplan.ford.com. This web site provides many of the great features and functions you have in
www.axz.ford.com including: AXZ-Plan pricing, incentives, special offers, plan rules and the ability to request PINs electronically from you, their sponsor. Your members can also sign-up for email notification of the latest AXZ-Plan offers. This is a great way to introduce you family and friends to the outstanding product offerings available through you as a Ford employee/retiree. Go to the "PINS & Members" section of our "How It Works" tab to learn more.
21. My 'member' never receives the email invitation when I enroll them.
In rare cases, some ISP's (Internet Service Providers) have spam filters that will block the invitation email broadcasted. If you have confirmed with your family member or friend that they want to receive the invitation, perform the following steps:
* Go to your member's table in the "PINs & Members" tab. Select the "edit profile"" link for the enrollee in question and then the "resend invite" link.
* When the email address prompt is displayed, enter your email address so you receive the invitation in your email in-box.
* When you receive this email in your in-box, forward the email to your enrollee's email address. Before you send the email, be sure to remove the characters, "ADV:" in the subject line of the note.
* This will allow your invitation email to be received by your family member or friend.
22. Can I find Plan prices and incentives before contacting a dealer?
Yes. We provide a number of sources for you to research pricing and incentives on specific vehicles. By going to the "Vehicles & Pricing" tab of
www.axz.ford.com, you will see a complete listing of all eligible Ford Motor Company vehicles under the Plan. Click your vehicle of choice and you will be provide several information sources. An "example price" of the displayed vehicle on this page is provided to give you an idea of MSRP and Plan pricing along with the savings you can achieve. You will also have three links at the bottom of this page that provide you detailed information on pricing, incentives and product information. For Ford/Lincoln/Mercury, you will be provided exclusive access to the actual Plan price of vehicles within a dealerships inventory down to a specific VIN. For all other brands, we provide you a pricing sheet that lists the various models, packages and options with the Plan prices. The incentives link for Ford/Lincoln/Mercury vehicles will also provide you most national and regional incentives for your vehicle of choice. Pricing and incentives information is updated regularly. However, due to timing considerations, some information may not reflect the latest status. Please see your dealer for the most current product, pricing and incentives information.
23. What resources are available to obtain Auto Insurance?
As a result of its innovative safety features, your new Ford Motor Company vehicle qualifies for auto insurance discounts. Discounts apply for such items as anti-lock brakes, driver and passenger-side air bags, and anti-theft devices. Call Ford Motor Company Insurance Services at 1-877-411-3673 or click on
www.fordautoinsurance.com to learn more the unique benefits of the Ford Motor Company Insurance Services program, and secure the insurance you need for your new Ford Motor Company car or truck.
24. What are the qualifications to be a Partner Organization?
We strive to keep the Partner Recognition Program an exclusive opportunity and therefore have the following minimum considerations for organization eligibility:
* Tier 1 suppliers in the United States and Canada as recommended by Ford Purchasing.
* Business marketing partners providing strategic services on behalf of Ford Motor Company and having a minimum of 50 employees.
* Fleet partners as recommended by the Fleet Department National Account Managers.
* Faculty and staff of selected colleges and universities where Ford Motor Company recruits.
* Select organizations with a special relationship to Ford Motor Company:
o Experimental Aircraft Association (30-day minimum membership required).
o Disabled American Veterans.
o National Society of Hispanic MBAs.
25. Where can I find a list of eligible Partners in the Partner Recognition Program?
Click HERE for a current list of eligible Partner companies and organizations. This list will be updated regularly with ongoing enrollments and deactivations.
26. What's the difference between The Friends & Neighbors and the Partner Recognition Program?
Both the Friends and Neighbors and Partner Recognition Programs offer the exact same X-Plan pricing on Ford Motor Company vehicles.
The only REAL difference between the programs is in the generation of vehicle purchase/lease PINs and eligibility.
Partner Recognition users are required to generate their own PINs through fordpartner.com (which will require them to get a Partner Code from their HR administrator.) Eligible participants include active employees or organization members, retirees, their spouses and members of their households of selected of tier 1 suppliers, business partners, fleet partners and special organizations having a unique relationship with Ford Motor Company.
The Friends and Neighbors Program requires Ford Employees/Retirees to generate PINs for interested Friends and Neighbors through this site (axz.ford.com). Anyone who can find a Ford Sponsor is eligible to take part in this program.
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