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AXZD Plans
AZ - Plan
An eligible Ford employee (A-Plan) or retiree/surviving spouse (Z-Plan) may generate up to 4 (four) PINs per calendar year to be used toward the purchase/lease of a new vehicle for them or their eligible family members as noted below (see PIN Generation for details):
- All active full-time hourly employees & regular salaried employees, beginning with date of hire.
- All hourly retirees receiving a normal, early (regular or special) or disability retirement benefit, as long as any medical benefits are being received.
- Salaried retirees who retired under the General Retirement Plan, including salaried employees who terminate between the ages of 50-55 and who are eligible to receive certain deferred retirement benefits, are eligible while they are receiving benefits.
- Surviving spouses of employees who died while actively employed and surviving spouses of retirees who retired under the General Retirement Plan, or who are receiving benefits under the Ford-UAW Retirement Plan.
- All U.S. Temporary Part-Time employees (TPTs) and Long Term Supplemental (LTS) employees are eligible for A-Plan in the U.S.
- Employees on an approved leave of absence, for the duration of the leave or until expiration of any medical benefits.
- Employees on layoff, for the first 12 months of the layoff.
- Employees taking a separation package, complete details on their AXZ-Plan privileges are included in their separation packet.
- All regular part-time hourly and salaried employees who are eligible to receive medical benefits.
- Deferred Vested Retirees while they are receiving a Ford pension check.
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Members of the immediate family of the above. "Immediate family" means the following relatives of the employee or retiree:
- Spouse
- 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)
- Same-sex domestic partners of eligible active employees"
- Immediate family members of eligible same-sex domestic partners"
- Employees of approved subsidiary companies and approved affiliated companies as eligibility is defined at the time of approval.
- When both the employee/retiree and his/her spouse are deceased, the surviving family members are no longer eligible.
"When audited, the employee must provide a notarized affidavit, dated prior to the sale date, that a same- sex domestic partnership exists. The Company defines a same-sex domestic partnership as a relationship between two people who meet ALL of the following criteria:
- Are the same sex.
- Have shared a continuous committed relationship with each other for no less than 6 (six) months, intend to do so indefinitely, and they have no such relationship with any other person.
- Are jointly responsible for each other's welfare and financial obligations.
- Reside in the same household.
- Are not related by blood to a degree of kinship that would prevent marriage from being recognized under the laws of their state of residence.
- Must reside in a state where marriage between persons of the same sex is not recognized as a valid marriage, or, if residing in a state which recognizes same-sex unions, enter into such union as recognized by state.
- Each over age of 18, of legal age, and legally competent to enter a contract.
- Neither is married to a third party.
Proof of Eligibility
The dealership must retain a copy in the deal jacket of the following:
- A completed and signed AXZD-Plan Pricing Agreement listing the eligible sponsor or company.
- A copy of the factory invoice showing the New Vehicle Purchase Program price on the line labeled "AXZD- Plan."
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Proof of Eligibility:
- AZ-Plan - no proof of eligibility required. While the dealerships are not responsible for verifying A/Z-Plan eligibility, the sponsors may be audited and will be required to provide proof of relationship between sponsor and customer.
D - Plan
D-Plan Privileges Program
The Blue Oval Certified and Lincoln Mercury Elite Programs are cancelled effective July 8, 2011 and replaced by the new D-Plan Privileges Program. Dealerships that achieve a Voice of Customer target will be eligible for D-Plan.
- Current BOC/LME Voice of Customer targets will be maintained in the D-Plan Privileges Program
- Training and Internet Certification requirements and annual anniversary dates are dropped
- Certification will be determined monthly
- D-Plan dealership employee requirements and administrative guidelines remain in effect
- Your dealership must have a D-Plan Coordinator identified in STARS.
An eligible Ford or Lincoln dealership employee may generate up to 2 (two) PINs per calendar year to be used toward the purchase/lease of a new vehicle for them or their eligible family members as noted below (see PIN Generation for details):
- D-Plan Privileges Program certified dealership employees and eligible family members. NOTE: Your eligibility will become effective within 3 days following your dealership's certification.
- Active Dealership employee participants must be entered in STARS.
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The following family members are eligible to participate:
- Spouse
- Parents (including stepparents)
- 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)
- Same-sex domestic partners covered under the health care plan
- Immediate family members of eligible same-sex domestic partners (as defined above)
The dealership must retain a copy in the deal jacket of the following:
- A completed and signed AXZD-Plan Pricing Agreement listing the eligible sponsor or company.
- A copy of the factory invoice showing the New Vehicle Purchase Program price on the line labeled "AXZD-Plan."
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Proof of Eligibility:
- D-Plan - the dealership employee must be entered in STARS. A copy of proof of the customer's relationship to the sponsor provided by the eligible certified dealership employee, the D-Plan Checklist, and a dealership paycheck stub from the eligible dealership employee at the time of pin generation.
X-Plan
Partner Recognition:
An eligible Partner Recognition employee or retiree may generate up to 2 (two) PINs per calendar year to be used toward the purchase/lease of a new vehicle for them or members of their households as noted below (see PIN Generation for details):
Friends & Neighbors:
An eligible Ford employee or retiree may sponsor up to 4 (four) PINs per calendar year to be used toward the purchase/lease of a new vehicle for a friend or neighbor as noted below (see PIN Generation for details):
- Selected individuals sponsored by a Ford Motor Company employee or retiree such as an extended family member, 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.
The dealership must retain a copy in the deal jacket of the following:
- A completed and signed AXZD-Plan Pricing Agreement listing the eligible sponsor or company, if appropriate.
- A copy of the factory invoice showing the New Vehicle Purchase Program price on the line labeled "AXZD-Plan."
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Proof of Eligibility:
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Partner Recognition -
- Employee - the dealership must retain a copy of proof of employment from the eligible company. Anyone of the following: a pay stub, company 10 badge, healthcare card or W-2, print out from www.theworknumber.com.
- Member - the dealership must retain a copy of proof of membership - valid membership card (60-day membership requirement). Membership cards are only accepted from the X-Plan Partner Membership Organizations listed on FMC Dealer, C&I Resources.
- Household - driver's license as verification of the same household as the sponsor, plus proof of sponsor employment or membership as noted above.
- Business - Proof of Business Ownership as noted below, plus proof of residence and sponsor employment or membership as noted above.
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Friends & Neighbors -
- Business - Proof of Business Ownership as noted below.
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Partner Recognition -
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Proof of Business Ownership Documents - Dealers are required to verify customer eligibility & retain a copy of at least ONE of the following acceptable proofs of eligibility in the sales jacket:
- Business License (not occupational license)
- Copies of "DBA" or assumed name documentation
- Articles of Incorporation
- Business Incorporation Documents
- Sales Tax License
- Commercial General Liability Insurance Policy/Public Liability Insurance Policy and/or Workman's Compensation Insurance Policy
- State or Federal forms showing a Federal 1.0. Number
- Verifiable D&B Listing (linking owner name to business name)
- FIN Code is only proof required for customers who have a FIN code
- Individual state authorized business / corporate websites, e.g. Sunbiz in Florida
- Note 1: Business Cards, letterhead, invoices and Business phone listings from Yellow Page Advertisement are NOT acceptable proof of commercial customer eligibility.
- Note 2: Evidence of a listed individual's name in specific profession is NOT an acceptable proof of business.
Vehicle Giveaway Process
Please reference the Contests and Incentives Standard Eligibility Rules for Retail Programs regarding Dealership processing for Ford Motor Company Vehicle Sweepstakes and Giveaway's.
Products
Eligible Products:
- Current model and prior model year vehicles sold in the United States. See fmcdealer.com or VINCENT 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. (For example, Ford dealers may not sell Lincoln products.)
- New prior model year vehicles may be purchased or leased at AXZD-Plan pricing from dealer stock while supplies last.
- Dealer demonstrator units (no mileage restriction). No additional discount is permitted beyond incentives compatible with an AXZD-Plan deal.
- AXZD-Plans sales for all Mercury vehicles in dealer stock will continue while vehicles are available. However, no additional retail orders will be taken for AXZD-Plans for Mercury starting with the 2011 model year.
- D-Plan Only - Only Ford, Lincoln, and remaining Mercury vehicles are available for purchase under D- Plan.
- Cross-buying/leasing is allowed. For example, an employee of a Ford dealership may obtain a Lincoln product and vice versa. Vehicles should be purchased/leased from the sponsoring employee's dealership. If this is not practical, however, eligible relatives may purchase/lease their vehicle from any participating Ford or Lincoln Dealership.
Ineligible Products:
- Certain commercial use or specialty products and certain "low-supply" vehicles as defined by Ford (see fmcdealer.com or VINCENT for vehicle eligibility). See the website for a list of Ineligible Products.
- Used vehicles.
- Driver training vehicles.
- D-Plan only - Volvo vehicles are not available for purchase under D-Plan.
Program Policies
Obligations and Rules:
- It is a direct violation of the program rules to refer a customer to a sponsor for the purposes of requesting a PIN or to act as a broker to locate AXZD-Plan customers for a sponsor. In other words, dealership employees may not find customers for sponsors and may not solicit or purchase PINs from a sponsor to give to a customer. In fact, purchasing PINs for anyone is a violation of Plan rules and is strictly prohibited.
- Participating dealerships agree to comply with all of the terms outlined in this document, including the Red Carpet Lease provisions, if leased through Ford Credit.
- 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 lease.
- Dealerships must be authorized Ford or Lincoln dealers ("under their Sales and Service Agreement(s)") for the product being purchased or leased.
- All sales or lease contracts with Program customers will be by an employee of the participating dealership. Commissions to dealerships will be withheld or charged back if non-employees, including brokers and agents, are used to participate in Plan transactions in any capacity.
- As with any retail sale, dealership personnel may prospect outside their market area boundaries. But they are not permitted to display vehicles outside their assigned trade area (PMA) unless an exception is pre-approved by the Regional Office. Contact your Regional Office for exception requests.
- Dealerships agree that no one connected with or acting on behalf of the dealership shall solicit New Vehicle Purchase Program business on Ford Motor Company property. Solicitation includes the distribution of business cards or advertising "fliers" and the placement of notices on Company bulletin boards. In addition, solicitation via telephone, email, fax, or U.S. mail is also prohibited. Dealer advertising in Ford publications (e.g. Ford World) will be permitted so long as such advertisements are institutional in content.
- Dealer advertising must be clear in stating that Plan pricing is available to eligible customers only. It is improper for a dealer to make the express or implied claim to the general public that Ford has authorized the dealer to offer the Plans or the Plans' pricing to ALL potential customers. Refer to eFC #0700411 dated May 2, 2007 and titled Appropriate Use of the AXZ-Plan Trade Name.
- AXZD-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 (as noted below).
What if a Customer Ignores the Plan Rules?
- 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 Ford or Dealership employee has violated the provisions of the New Vehicle Purchase Program or Company policy. The employee/retiree may be required to reimburse the Company for the full amount of the dealer commission paid, and/or have their Plan privileges suspended or revoked. 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 survivinq spouse is responsible and subject to the above sanctions.
