An eligible Ford or Lincoln-Mercury dealership employee may generate up to two (2) PINs per calendar year to be used towards the purchase/lease of a new vehicle for them or their eligible family members as noted below (see PIN Generation for details):
Blue Oval, Lincoln Premier and Mercury Advantage certified dealership employees and eligible family members. NOTE: Your eligibility will become effective within 3 days following your dealership's certification. NOTE: Your eligibility will become effective within 3 days following your dealership's certification.
Active Dealership employee participants must be entered in STARS.
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 stepchildren)
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 under A/Z-Plan)
Proof of Eligibility
The dealership must retain a copy in the deal jacket of the following:
A copy of the factory invoice showing the New Vehicle Purchase Program price on the line labeled "AXZD-Plan."
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.
Partner Recognition:
An eligible Partner Recognition employee or retiree may generate up to two (2) PINs per calendar year to be used towards the purchase/lease of a new vehicle for them or members of their households as noted below (see PIN Generation for details):
Employees (full time, part-time and contract), retirees and spouses of eligible Partner companies (suppliers, fleets, etc.) and members of specific organizations or groups.
Residents of the same household as listed above (drivers license required for proof of residency).
Participation is by invitation only as determined by Ford Motor Company. Not all suppliers, fleets, etc. are eligible.
Friends & Neighbors:
An eligible Ford employee or retiree may sponsor up to four (4) PINs per calendar year to be used towards 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.
Proof of Eligibility
The dealership must retain a copy in the deal jacket of the following:
Note: Business Cards, letterhead, invoices and Business phone listings from Yellow Page Advertisement are NOT acceptable proof of commercial customer eligibility.
Note: 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.
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 Mercury products.)
New prior model year vehicles may be purchased or leased at AXZD-Plan pricing from dealer stock only up to the date of "final pay".
Dealer demonstrator units (no mileage restriction). No additional discount is permitted beyond incentives compatible with an AXZD-Plan deal.
D-Plan Only - Only Ford, Lincoln, and 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 or Mercury 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 Mercury Dealership.
Ineligible Products
Obligations and Rules
Pricing Formula (*$275 Administration Fee for 2010MY vehicles)
The AXZD-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.
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.
AZ-Plan
Dealer Invoice - Holdback - Advertising Assessment + Administration Fee* + AZ Plan Surcharge (see sample invoice)
D-Plan
Dealer Invoice - Holdback - Advertising Assessment + Administration Fee* + Advertising Surcharge + D Plan Surcharge (see sample invoice)
X-Plan
Ford/Mercury
Dealer Invoice - 0.4% of Invoice + Administration Fee* (see sample invoice)
Lincoln
Dealer Invoice + 0.6% of Invoice + Administration Fee* (see sample invoice)
Dealer Commission Schedule (*$275 Administration Fee for 2010MY vehicles)
AZD-Plan Commission is 6.5% of adjusted AZD-Plan price.
X-Plan Commission is 2% of adjusted AZ-Plan price.
Vincent Payment Dealer Commission Calculation:
AZ-Plan
6.5% x (AZ Plan price - D&D - Administration Fee* - Finance Charge - AZ Plan Surcharge) + Advertising Refund - Administration Fee*
D-Plan
6.5% x (AZ Plan price - D&D - Administration Fee* - Finance Charge - D Plan Surcharge) + Advertising Refund - Administration Fee* - D Plan Supplemental Advertising Charge
X-Plan
2.0% x (AZ Plan price - D&D - Administration Fee* - Finance Charge - AZD Plan Surcharge) + Advertising Refund - Administration Fee* - D Plan Supplemental Advertising Charge
Administration Fee
The fee (currently $75 for 2009MY vehicles, $275 for 2010MY vehicles but subject to change) is included in the AXZD-Plan price collected from the customer on Ford's behalf at the time of vehicle sale. The dealer commission is reduced by the amount of the fee to represent the transfer of funds to Ford. The dealership should not add the fee into the transaction, as the AXZD-Plan vehicle price has already been "grossed-up" by the amount of the fee. The fee is paid by the customer and retained by the dealership; therefore, it does not reduce the dealer's total commission. This fee covers costs of managing the New Vehicle Purchase Program and is separate from the up to $75 document fee permitted as discussed in Section 5 above.
D-Plan Supplemental Advertising Charge
The Supplemental Advertising Charge (currently $100) is included in the D-Plan price collected from the customer on the FDAF's or LMDA's behalf at the time of the vehicle sale. The dealer commission is reduced by the amount of the fee to represent the transfer of funds to the FDAF or LMDA. The fee is paid by the customer and retained by the dealership; therefore, it does NOT reduce the dealer's total commission.
AZD-Plan Price Surcharge
The surcharge is included in the AZD-Plan price collected from the customer on all 2007 and newer model vehicles invoiced after August 28, 2006. The surcharge is equal to 0.25% of the vehicle line average base and option MSRP, at new model introduction.
Sale 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 customer 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 and/or acquisition fee based on lender's terms and conditions. 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 dealer is required to provide a true copy of the factory invoice showing the New Vehicle Purchase Program price on the line labeled "AZ-Plan," "D-Plan" or "X-Plan". The customer must be provided with a completed and signed AXZD-Plan Pricing Agreement showing each added item and its price.
The dealership may charge any price negotiated 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 AXZD-Plan Pricing Agreement. This sheet must be signed by the customer indicating the customer agrees and accepts the price(s) as listed.
Dealerships will notify the customer as soon as the vehicle has been prepared for delivery. The customer must accept delivery and make final settlement within five working days of the date of notification by the dealer. Unless otherwise agreed to between the dealer and the customer, vehicle disposition becomes the sole responsibility of the dealer on the sixth day.
PIN Generation
PIN Validation & Lock-In
Dealerships should use the following process to validate customer eligibility to participate in the New Vehicle Purchase Programs:
Obtain customer's PIN and last 4 digits of their Social Security Number
Select Option 4 - Vehicle Sales Menu
Select Option 2 - Automated AXZ-Plan Menu
Select Option 1 - Plan Eligibility and Lock-in
Enter Plan Type (A,X,Z), PIN (excluding the alpha character in the first position), last 4 of SSN and indicate whether Buyer's order has been signed (press enter) - Use A-Plan type for D-Plan
If valid, system will provide Customer Name, Program Name, Company/Organization Name (X-Plan Only) and Proof of Employment/Affiliation Required (X-Plan Partner Only)