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X Plan Rules

1. OVERVIEW


Ford Motor Company appreciates the loyalty of its employees, retirees and their spouses, families and friends. The New Vehicle Purchase Programs (AXZ-Plan) are offered to eligible individuals to drive eligible new Ford Motor Company products, especially those owning competitive products. Eligibility is based upon employment status to Ford Motor Company and their extended family members/friends (as defined under the Program Descriptions and Eligibility section).

If any of the terms or conditions contained in this document are inconsistent with any other existing descriptions of the New Vehicle Purchase Program, the terms of this document and, where appropriate the Red Carpet Lease Agreement, will control. The Company reserves the right to modify or discontinue the New Vehicle Purchase Programs at any time without notice and all provisions are subject to various state law requirements. You should consult with your counsel if you have any questions regarding such requirements. AXZ-Plans are not available in Puerto Rico and the Virgin Islands.



2. PROGRAM DESCRIPTIONS AND ELIGIBILITY


AZ-Plan

An eligible US Ford employee or retiree/surviving spouse, herein referred to as a “sponsor”, may generate up to four (4) A/Z-Plan PINs per calendar year to be used towards the purchase or lease of a new vehicle (see PIN Generation for details). Eligible sponsors are defined as:

Active hourly employees and regular salaried employees, including;
Fulltime
Part-time
Temporary Part-time (TPT)
Short Term Supplemental (STS)
Hourly and Salaried retirees
Hourly and Salaried Surviving Spouses
Employees on an approved leave of absence
Employees on layoff, for the first 12 months of the layoff
Former employees under certain separation packages (as defined in the employee’s separation packet)
Deferred Vested Eligible Retirees at age 55 years old or older
Terminated salaried employees who were hired on or after 1/1/2004 and were, at the time of separation;
at least 65 years of age with 5 or more years of service, or
at least 55 years of age with 10 or more years of service
Terminated hourly employees who were hired on or after 10/24/2011 and were, at the time of separation;
at least 65 years of age with 5 or more years of service, or
at least 55 years of age with 10 or more years of service, or
any age with 30 or more years of service
Employees of approved subsidiaries, affiliates, and organizations
All of the above may generate (i.e. sponsor) A/Z-Plan PINs for the following family members:

Spouse (opposite or same-sex)
Parents
Spouse's parents
Grandparents
Spouse's grandparents
Sons and daughters (including in-laws and step-children)
Grandchildren
Brothers and sisters (including in-laws, half and step)
Aunts .New!.
Uncles .New!.
Nieces .New!.
Nephews .New!.
When audited the sponsor must be able to prove a valid relationship through birth certificate and marriage certificate documents. Violations are subject to disciplinary action, including loss of AXZ-Plan privileges.

When both the employee/retiree and his/her spouse are deceased, the surviving family members are no longer eligible.



X-Plan

Friends & Neighbors:

An eligible Ford employee or retiree as noted below may sponsor up to four (4) PINs per calendar year to be used towards the purchase or lease of a new vehicle (see PIN Generation for details):

Selected individuals sponsored by a Ford Motor Company employee such as an extended family member (other than those identified as "immediate family members" referenced under Program Descriptions and Eligibility – AZ-Plan), friend or neighbor.
Sponsors must know the individuals they are sponsoring.
Dealership employees may not act as a broker by requesting a PIN for a customer from a sponsor.
Dealerships or anyone connected with or acting on behalf of the dealership cannot purchase or solicit PINS.
Partner Recognition Program:

The Partner Recognition X-Plan Pricing Program is offered by Ford Motor Company to active employees or organization members, retirees, their spouses and members of their households of selected US and Canadian Tier 1 suppliers, business partners, fleet partners and special organizations having a unique relationship with the Company.



3. PROOF OF ELIGIBILITY



Purchasers are not required to provide proof of eligibility at time of sale beyond providing their PIN and last 4 digits of Social Security Number. However, the Company reserves the right to perform audits of AXZ-Plan sales and may require employees or retirees to provide proof of relationship documentation.
A/Z-Plan audits will require birth certificate and marriage certificate documents which satisfactorily define a valid relationship as specified by the Plan.
Violations are subject to disciplinary action, including loss of AXZ-Plan privileges.
Audit Documentation Requirements

The chart below defines the minimum documentation requirements. The documents must prove a common genealogical or legal adoption relationship. Birth certificates must include parents’ names. Additional documentation may be required to prove a valid relationship, especially when names have changed through marriage/divorce.

4. PRODUCTS



Eligible Products

Current Ford, Lincoln model year and prior model year vehicles sold in the United States. See your local dealer for vehicle eligibility.
Vehicles may be ordered from production or, if the dealer agrees, may be selected from the inventory of the dealership. Dealers are not required to participate, but if they do, they must be an authorized Ford Motor Company dealer for the product sold and agree to abide by the New Vehicle Purchase Program guidelines set forth in this document.
Prior model year vehicles may be purchased or leased while supplies last for products under the AXZ-Plans. See your selling dealer for details.
Dealer demonstrator units. No additional discount is permitted beyond incentives compatible with an AXZ-Plan deal.
UAW represented hourly employees, retirees, surviving spouses and their immediately family members are eligible for Ford, Lincoln purchases or leases.


Ineligible Products

Certain commercial use or specialty products and certain "low-supply" vehicles as defined by Ford. Click here for Ineligible Products for specific models or model year vehicles.
Used vehicles.


5. PROGRAM POLICIES



Customer/Sponsor Obligations and Rules



Sponsors are responsible for managing their PIN allocation and making sure the customers follow the rules. If a customer fails to follow the rules (including the length of ownership requirements), the Sponsor’s Plan eligibility is at risk. Therefore, if Sponsors cannot answer all of the following questions, as indicated, it is advised that they do not sponsor the customer.


· Is the customer someone you feel you know and can trust? YES

· Did a dealership employee refer this customer to you? NO

· Are you receiving or being offered cash or gifts to sponsor an X-Plan customer? NO

· Is the customer a government employee or official whose use of the Plan may be construed as influencing a public official? NO

· Can my relative and I provide birth certificate and/or marriage certificate documents that prove a valid relationship as defined by A/Z-Plan rules? YES



It is a direct violation of the program rules to provide PINs to customers referred to the sponsor by a dealership employee or to use a dealership employee as a broker to locate AXZ-Plan customers. In other words, you may not use a dealership or dealership employee to find customers, and you may not sell PINs to a dealership or dealership employee. In fact, selling PINs to anyone is a violation of Plan rules and is strictly prohibited. Violations of these rules will result in suspension of AXZ-Plan eligibility and may result in termination of employment with the Company.
Vehicles purchased or leased by customers sponsored by an employee, retiree, or surviving spouse count against the number of vehicle sales which an employee, retiree or surviving spouse may sponsor during any calendar year.
Any solicitation or acceptance of money, items of value or discounts off the New Vehicle Purchase Program price not defined in this document from a dealership or anyone connected with or acting on behalf of the dealership in connection with the purchase or lease of a vehicle under the New Vehicle Purchase Program, is contrary to the Plan's provisions and to Company policy and is prohibited.
If after ordering a vehicle under the terms of the New Vehicle Purchase Program, the customer cannot take delivery from the designated dealership, the customer must promptly advise the proper dealership representative, and the customer must refrain from signing any dealership document indicating acceptance or delivery of the vehicle.
AXZ-Plan customers are required to arbitrate warranty-related disputes via the Dispute Resolution Program (DRP) before initiating or proceeding with legal action. Failure to seek resolution of warranty-related disputes via the DRP before initiating legal action may result in the suspension of Purchase Plan privileges for sponsor.
The Dispute Resolution Program (DRP) process is a cost-free program available to owners or lessees of qualifying Ford Motor Company vehicles. The program is independently owned administered by the Better Business Bureau (BBB). Service or product performance complaints involving Ford, Mercury, and Lincoln cars, vans, sport utilities and light trucks, which are within the terms of the New Vehicle Limited Warranty, are eligible for DRP review. The Warranty Guide provided with all new Ford, and Lincoln vehicles at delivery contains important information about customer assistance and the Dispute Resolution Program. For more information about the program, call the BBB Auto Line at 1-800-428-3718, or the Ford Customer Relationship Center at 1-800-392-3673.
Failure to seek resolution of warranty-related disputes via the DRP process before initiating legal action may result in the suspension of Purchase Plan privileges (as noted under "What if a Customer Ignores the Conditions?").


Dealership Obligations and Rules

Participating dealerships agree to comply with all of the terms outlined in this document, including the Red Carpet Lease Option provisions. Authorized Ford, and Lincoln dealerships are encouraged, but not obligated, to participate in the New Vehicle Purchase Program. Participating dealerships must sign a Dealer Agreement located on the AXZD-Plan Pricing Agreement on each New Vehicle Purchase Program sale or Red Carpet Lease.
Dealerships must be authorized dealers ("under their Sales and Service Agreement(s)") for the product being sold.
The AXZD-Plan Pricing Agreement must identify the AZ or X-Plan price, the price of each dealer-added option, negative equity on vehicle trade, gifts, and any other allowable fees and taxes. A copy of the factory invoice showing the New Vehicle Purchase Program price in the box labeled ”AZ-Plan" or “X-Plan" and a completed, signed copy of the AXZD-Plan Pricing Agreement must be given to the customer.
All commission claims are subject to future audit and possible charge back to the dealership. Participating Dealerships agree to make available such dealership records to the extent considered necessary by Ford Motor Company for audit of the transactions claimed under the New Vehicle Purchase Program. Dealers must retain all records and documents, including the AXZD-Plan Pricing Agreement, journals and ledgers, which relate in any way, in all or in part, to covered transactions- for at least two years.
All sales or lease contracts with Purchase Plan customers will be conducted by an employee of the participating dealership. Commissions to dealerships will be withheld or charged back if non-employees, including brokers, or agents are used to participate in Plan transactions in any capacity.


What if a Customer Ignores the Conditions?



The Company cannot ignore abuse of the New Vehicle Purchase Program. Plan abuse may cost the Company inappropriate dealer commission payments. Those unnecessary payments impact all Company employees because the payments detract from Company profits, which provide a basis for future product programs, capital expenditures and, of course, profit sharing.
The purchase, lease and disposal of vehicles under the New Vehicle Purchase Program are monitored regularly for abuse through a computerized system. Customers who do not comply with the requirements noted above will be contacted and asked to explain the circumstances involved.
The privilege to participate may be withdrawn or suspended if the Company determines that the employee, retiree or surviving spouse has violated the provisions of the New Vehicle Purchase Program or Company policy. The employee, retiree or surviving spouse may be required to reimburse the Company for the full amount of the dealer commission paid. In addition, the employee may be subject to disciplinary action, including termination of employment.


NOTE: Even if the customer who violates these provisions is not a Company employee, the sponsoring employee, retiree or surviving spouse is responsible and subject to the above sanctions.



Dealer-to-Customer Gifts and Fees

The following are guidelines regarding what is, and is not, permissible.

Nominal Gifts

Unless prohibited by your state law, Family AZ-Plan and/or Friends & Neighbors X-Plan customers may accept items or services of nominal value (i.e. $50 or less dealership cost) as a gift or reward in connection with an AZ- Plan and/or X- Plan sale or lease. All gifts or rewards offered by the dealership for sponsoring an AZ-Plan and/or X-Plan sale or lease must be comparable with gifts or rewards offered by the dealership on retail sales or leases, and may not exceed $50 in value (dealership cost).
Examples of acceptable gifts include a wall calendar, Motorcraft apparel, gas card, an oil change, a car wash, etc, provided the item or service does not exceed $50 in value (dealership cost).
Dealerships may not offer services or items below their market value (dealership cost) to stay within the $50 limit (i.e. $1 for rust proofing or $10 for a bed liner).
No service, accessory or items valued above $50 may be accepted by AXZ-Plan customers, even if the same offer is extended to non-Plan customers. The only exception would be an FDAF/LMDA promoting a limited time offer which covers an entire group of dealers in a market area (i.e. free bed liners with the purchase of an F-Series). Since all dealers participate this would not give one dealer a competitive advantage over another for Plan business.


Referral Fees

AZ-Plan

Family AZ-Plan sponsors may accept referral fees of $50 or less in connection with AZ-Plan sales. All referral fees offered by a dealership must be comparable with referral fees offered by the dealership on retail sales or leases.


X-Plan


Friends & Neighbors X-Plan sponsors may not accept referral fees.


Document Fees

Dealers will be permitted to assess up to $75 (AZ-Plan) or $100 (X-Plan) 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 Plan Rules, applicable laws and regulations.

Financing, Insurance, Titles and Taxes

Purchase/lease financing may be obtained at the customer's discretion from any source. To learn more about financial services offered through Ford Motor Credit Company, go to www.fordcredit.com
Each vehicle purchased or leased will be covered by the same warranty and policy as those offered to retail customers.
The customer is responsible for all federal, state, and local taxes, license and title fees.
Non-Eligible family members may appear as co-signers or co-makers of the loan or other financing agreement, and may also appear as co-owners on the Vehicle Title or Registration. However, the primary user of the vehicle must be the AZ or X-Plan eligible member.
New Vehicle Purchase Program customers are required to provide their own liability and collision insurance for both purchases and leases. For leases, there are specified coverage minimums. Lessees should request information about these amounts from the dealer prior to obtaining insurance and signing the final lease papers.
Titling eligibility is as follows:
Vehicles must be retained in the customer's possession and registered as provided
above for at least six months from the date of purchase or lease.
Individuals:
Vehicles must be registered or titled to the AXZ-Plan eligible individual.
Non-eligible members may appear as co-signers or co-makers of the loan or other financing agreement, and may also appear on the Vehicle Title or Registration. However, the primary user of the vehicle must be the AXZ-Plan eligible member.
Vehicles leased under the Red Carpet Lease Option will be titled in the name of Ford Credit or as directed by Ford Credit, but must conform to the above registration requirements.
Vehicles also may be registered in the name of a customer's trust provided that the customer's name is included in the name of the trust, i.e. "John Smith Trust.”
Commercial:
AZ-Plan vehicles may not be registered or titled in the name of a business. AZ-Plan
vehicles may not be purchased or leased for commercial use.
X-Plan vehicles may be registered or titled in the name of a business (excluding
automotive dealerships and their leasing companies). X-Plan vehicles may be
purchased or leased for commercial use.
6. PRICING AND INCENTIVES



The dealer is required to provide you with a true copy of the factory invoice showing the New Vehicle Purchase Program price on the line labeled AZ-Plan and/or X-Plan. You should also receive a complete and signed AZXD-Plan Pricing Agreement showing each item and its 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 vehicle trade, and gifts.
The AXZ-Plan price is the amount shown in the box labeled "AZ-Plan" or “X-Plan” near the bottom of the factory invoice. The New Vehicle Purchase Program price includes advertising, finance costs, transportation, fuel charges and Company administrative fees. The dealership may not charge extra for these items.
The New Vehicle Purchase Program customer is entitled to the price in effect at the time the vehicle was invoiced. Any money refunded to the dealer by Ford Motor Company for price increases occurring after the order is submitted, but before shipment to the dealer, must be refunded to the customer.
From time to time the Company may offer incentives or rebates. Unless specifically excluded by the Company, incentives or rebates are available to New Vehicle Purchase Program customers in addition to the Plan price. Ask your dealer for details.


Vehicle Trade-in Allowance

Vehicle Trade-in Allowance is not covered by the New Vehicle Purchase Program and must be negotiated with the dealership. However, this must be documented on the AZXD-Plan Pricing Agreement form.


Pricing Formula

The AZ-Plan price is the amount shown on the line labeled appropriately near the bottom of the factory invoice. The New Vehicle Purchase Program price includes advertising, finance costs, transportation, and Company Administration Fee.
AZ-Plan

Dealer Invoice - Holdback - Advertising Assessment + Administration Fee* (see sample invoice)


X-Plan is a pre-determined price based on dealer invoice or A-Plan price depending on brand. The X-Plan price is noted on the dealer invoice.
X-Plan


Ford

Dealer Invoice - (0.4% * Dealer Invoice) + Administration Fee* (see sample invoice)

Lincoln

Dealer Invoice + (0.6% * Dealer Invoice) + Administration Fee* (see sample invoice)

*$275 Administration Fee.



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

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. 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 vehicle 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:
The Plan privilege is for the eligible family member's or friend/neighbor’s personal use only.
The PIN must not, under any circumstances, be provided to any other person, except the
dealer at the time of purchase or lease.
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. 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).

How do I get a PIN?
How long is a PIN valid?
How do I confirm the AXZ-Plan Price on the vehicle I want to purchase?
Can I purchase or lease my eligible vehicle?
Can I obtain a vehicle for my business or for another person?
How long do I have to keep an A-Plan vehicle?
I'm confused about how the Red Carpet Lease agreement was calculated. What should I do?
Am I eligible for other incentives?
Do Dealers make a profit on Plan purchases and/or leases?
May I purchase a used vehicle or dealer demonstrator on the AXZ-Plan?
Can I be charged a "document fee" (doc fee) by my dealer?
What happens if I obtain a PIN for an eligible family member to purchase or lease a new car and some other ineligible person uses the PIN?
What vehicles are eligible for the Plan?
May I purchase/lease an E-Series or F-Series chassis on the AXZ-Plan?
What may happen to me if I don't follow the Plan's rules and abuse my privileges?
How long is the Plan in effect?
Information I've been given elsewhere conflicts with the rules in this document. What should I do?
I'm a U.S. employee and have relatives in Canada. Can I sponsor an AXZ sale for them?
How do I enroll a family member or friend as a "member" in www.myplan.ford.com?
My 'member' never receives the email invitation when I enroll them.
Can I find Plan prices and incentives before contacting a dealer?
What resources are available to obtain Auto Insurance?
What are the qualifications to be a Partner Organization?
Where can I find a list of eligible Partners in the Partner Recognition Program?
What's the difference between The Friends & Neighbors and the Partner Recognition Program?
Can a vehicle be purchased in one country and registered in another?

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.

Mark
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Last edited by Mark Kovalsky; 11-12-2018 at 07:52 PM. Reason: Updated rules on 11-12-2018
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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 (AZ-Plan) or $100 (X-Plan)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 (AZ-Plan) or $100 (X-Plan)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 (AZ-Plan) or $100 (X-Plan). 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 (AZ-Plan) or $100 (X-Plan) 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 $275 administration fee?
There is no change. The $275 administration fee covers costs of managing the New Vehicle Purchase Program.

12. What happens if I obtain a PIN for an eligible family member to purchase or lease a new car and some other ineligible person 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. 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.

16. 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.

17. 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.

18. 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. If you are buying a vehicle in a different country from which you reside or register the vehicle in, incentives will not be eligible for export-oriented sales transactions.

19. 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.

20. 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.

21. 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 to obtain starting MSRP and Plan pricing.

Additional links are provided Pricing to other Ford Motor Company websites,where you can obtain AXZ-Plan pricing on specific vehicles in dealer inventory,as well as current incentives and regional offers for eligible vehicles. 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.

22. 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.

23. 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:
· Experimental Aircraft Association (30-day minimum membership required).

· Disabled American Veterans.

· National Society of Hispanic MBAs.

24. 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.

25. 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.

26. Can a vehicle be purchased in one country and registered in another?

No. If you are buying a vehicle in a different country from which you reside or register the vehicle in, incentives will not be eligible for export-oriented sales transactions.

Mark
Former
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Automatic Transmission Engineer 1988-2007


“The good thing about science is that it's true whether or not you believe in it.” ― Neil deGrasse Tyson

Last edited by Mark Kovalsky; 11-12-2018 at 07:54 PM. Reason: Updated 11-12-2018.
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