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Posting Date: October 13, 2018

 

Table of Contents

 

Section

  1. Overview

  2. Program Descriptions and Eligibility

  3. Proof of Eligibility

  4. Products

  5. Program Policies

  6. Pricing and Incentives

  7. Process and Documentation

  8. FAQs

  9. Contact Information

 

Key Document Links

AXZD-Plan Pricing Agreement*

Ineligible Products

 

 

1. OVERVIEW

 

Ford Motor Company appreciates the loyalty of its employees, retirees and their spouses, and eligible family members. The New Vehicle Purchase Programs (AZ-Plan) are offered to eligible individuals to drive eligible new Ford Motor Company products, especially those owning competitive products.

 

2. PROGRAM DESCRIPTIONS AND ELIGIBILITY

 

AZ-Plan

An eligible Ford employee (A-Plan) or retiree/surviving spouse (Z-Plan) as noted below may generate 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):

* 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 relationship between two people who meet ALL of the following criteria:

 

3. PROOF OF ELIGIBILITY

 

 

4. PRODUCTS

 

Eligible Products

 

Ineligible Products

 

 

5. PROGRAM POLICIES

 

Customer/Sponsor Obligations and Rules

 

 

Dealership Obligations and Rules

 

 

What if a Customer Ignores the Conditions?

 

       

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

 

 

Referral Fees

 

AZ-Plan

 

Document Fees

 

 

Financing, Insurance, Titles and Taxes

 

6. PRICING AND INCENTIVES

 

Vehicle Trade-in Allowance

 

Pricing Formula

AZ-Plan

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

 

*$275 Administration Fee for 2010MY vehicles, $75 Administration Fee for 2009MY and prior vehicles.


 7. PROCESS AND DOCUMENTATION

 

Sales and Delivery Requirements

 

 

What is a PIN?


A PIN (Personal Identification Number) is a unique numeric code required for each vehicle purchase under the AZ-Plan. This PIN will be generated by the Ford employee/retiree (sponsor) for either themselves or an eligible family member. The PIN holder will then take this PIN to an authorized Ford Motor Company dealership to secure the AZ-Plan discount.

 

PIN Generation

 

Sponsors

Your sponsor is an active or retired Ford Motor Company employee or their surviving spouse who has registered you as an eligible Family AZ-Plan member. You may have multiple sponsors at Ford Motor Company for the Family AZ-Plan each of which may register you for the Family AZ-Plan. Your sponsor(s) are responsible for approving/denying your PIN request. Because your sponsor has a limited supply of PINs, your request may not be approved.

Requesting a PIN

You may request a PIN from your sponsor through www.myplan.ford.com and select the "Request A PIN" link. The PIN Request process is an email notification to your sponsor to approve a PIN for you. Once the sponsor has responded to your email request, you will receive either an email back approving the PIN request (including your unique PIN code) or an email denying the PIN request. The status of your PIN request will also be displayed on the web site home page when you log-in. Please allow your sponsor at least 24 hours to respond to your PIN request.

The PIN Request Process is completed in five easy steps:

1. Confirm your profile information including name, address and email address. Be sure to use the exact name and address as shown on your driver license or other proof of identity you will use for the purchase of the vehicle.

2. Select a sponsor. (Only if you have multiple sponsors to choose from.)

3. Enter the last four (4) digits of your Social Security Number.*

4. Identify your vehicle and contact preferences.
5. Verify information and submit your PIN request.

 

*The last four (4) digits of your social security number are used strictly for verification with the dealer when you present your PIN. This protects you and your sponsor from someone else potentially using your PIN for a purchase. You will be required to provide the PIN and last four (4) digits of your SSN when you visit the dealership. Your sales consultant will need both these pieces of information to lock-in your PIN and complete the sale. This information will not be used for any other purpose and as with all your personal information is protected as stated under the privacy policy of this web site.

 

Approving/Denying a PIN

Your sponsor is responsible for approving/denying your PIN requests. The number of PINs remaining for the sponsor at the time of your request may impact approval/denial.

Using Your PIN

To learn more about using your PIN for the purchase of an eligible vehicle, see our section below on "Obtaining a Vehicle".

 

Obtaining a Vehicle

 

8. FREQUENTLY ASKED QUESTIONS

 

 

 

  1. How does the AZ-Plan work?
  2. How do I get a PIN?
  3. How does the PIN Request process work?
  4. How long will it take for my Sponsor to approve (or deny) my PIN request?
  5. How many PINs can I request and have approved (per Sponsor) each year?
  6. What if I don’t use the PIN that my Sponsor generates for me?
  7. How long is a PIN valid?
  8. How can I obtain my PIN if I forget or misplace it?
  9. Once I receive my PIN, how do I procure a vehicle and obtain the plan discount?
  10. What vehicles are eligible for the Plan?
  11. Are SVT vehicles eligible?
  12. Can I receive the special Plan price at any dealer?
  13. Can I purchase or lease my eligible vehicle?
  14. Can I trade-in a vehicle in combination with this program?
  15. Are dealer demonstrators or used vehicles included in the Plan?
  16. Are prior model year vehicles eligible?
  17. Can I obtain a vehicle for my business or for another person?
  18. Are any other items covered through the Plan?
  19. Am I eligible for other incentives?
  20. What is AZ-Plan pricing and how do I know if I’m getting a good deal?
  21. What is X-Plan pricing and is it better than AZ-Plan pricing?
  22. How long is the Plan program in effect?
  23. Can I be charged a “document fee” (doc fee) by my dealer?
  24. Do Dealers make a profit on Plan purchases and/or leases?
  25. How do I change the personal information contained in “My Profile”?
  26. When I use my browser "Back and/or "Forward button, why do I lose all the data I just entered?
  27. What is "Unsubscribe"?
  28. How do I confirm the A Plan Price on the vehicle I want to purchase?
  29. Can I find Plan prices and incentives before contact a dealer?
  30. Are Mercury vehicles still eligible for AXZD-Plans?

 

 

 

1. How does the AZ-Plan program work?

Plan participants are authorized to purchase a vehicle at the AZ-Plan Price using a unique personal identification number (PIN) which is generated by their sponsoring Ford employee or retiree. For details, including Plan rules go to the "How it Works" tab of www.myplan.ford.com.

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2. How do I get a PIN?

Go to the Request a PIN page or click on the “Request a PIN” button on the Home Page. Follow the five easy steps to request a PIN from your Sponsor.

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3. How does the PIN Request process work?

The PIN Request process is an email notification from you to your Ford Motor Company employee or retiree (your Sponsor) asking them to approve a PIN for you. They will also receive a “pop up“ notification on their web site when they log in. If your sponsor approves the PIN request, an email will be sent back to you including the actual seven digit PIN. The PIN will also appear on your website within the PIN Request table (on the Home Page). Similarly if your Sponsor denies the PIN request (they may be out of PINs for the year) an email will be sent back to you and a denied message will appear in your PIN Request table.

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4. How long will it take for my Sponsor to approve (or deny) my PIN request?

Timing will vary depending on the employee/retiree. Plan rules request that sponsors respond to a PIN request within 24 hours. If you have not received a response please contact your Sponsor directly.

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5. How many PINs can I request and have approved (per Sponsor) each year?

Each active or retired Ford Motor Company employee receives four (4) PINs each calendar year. The PINs they distribute to their eligible members, as well as those they use themselves all count against the four they are allocated. Note: Members are not aware of the number of PINs remaining for their Sponsor and thus you may be denied a PIN request because the Sponsor is out of PINs for the current year.

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6. What if I don’t use the PIN that my Sponsor generates for me?

If you request a PIN and your Sponsor approves it but you end up not using it, please let your Sponsor know. He or she can cancel that PIN and have another to use for that year. In addition, you cannot transfer the PIN to any other person except yourself and the vehicle you acquire through the Plan must be registered in your name.

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7. How long is a PIN valid?

PINs remain active for 12 months from the date of issue.

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8. How can I obtain my PIN if I forget or misplace it?

Your last 3 PIN Requests and their status (approved/denied) are listed on the home page of www.myplan.ford.com. If the PIN was not issued through the PIN Request process of this web site, you will need to contact your Sponsor.

 

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9. Once I receive my PIN, how do I procure a vehicle and obtain the plan discount?

Provide the dealer with your PIN, last name and last four (4) digits of your Social Security Number. The dealer can confirm with this data that you are an eligible Plan participant and can buy or lease an eligible vehicle at the AZ-Plan price.

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10. 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 Eligibility 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.

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11. Are SVT vehicles eligible?

Yes. However the Plan program is voluntary at participating dealerships. (see below).

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12. Can I receive the special Plan price at any dealer?

The Plan program is available through all participating dealers in the U.S. Dealer participation is voluntary. You should inform the dealer of Plan eligibility during your first contact with your dealer. If for some reason your dealer elects not to participate, you may visit another dealer. Eligible vehicles that are in limited supply, like most SVT models, may be difficult to obtain through the Plan.

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13. Can I purchase or lease my eligible vehicle?

Yes, either form of obtaining a vehicle is valid.

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14. Can I trade-in a vehicle in combination with this program?

Yes, however this program does not cover trade-in allowances. When evaluating your trade-in, dealerships may consult value books or local auction value guides for similar vehicles, assess your vehicle condition, mileage and current used vehicle market climate, to determine its value. Many Internet sites, including edmonds.com and kbb.com (Kelly Blue Book), will give you an approximate trade-in value, but will not buy your vehicle. Only the dealer will buy the vehicle from you and, therefore, sets the actual value/price based on these factors. You are also free to sell your vehicle yourself.

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15. Are dealer demonstrators, driver training or used vehicles included in the Plan?

The Plan is only for new vehicles. Used vehicles are not eligible. New vehicle demonstrator units are available for sale at the new vehicle AZ-Plan price.

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16. Are prior model year vehicles eligible?

Yes. Prior model year vehicles may be purchased or leased while supplies last for products under AZ-Plans.  See your selling dealer for details.

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17. Can I obtain a vehicle for my business or for another person?

No. Vehicles must be titled and registered in the eligible employee, retiree, eligible family member or sponsored friend or neighbor’s name for a minimum of six months.

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18. Are any other items covered through the Plan?

No. Dealer installed options, conversion packages, extended warranties, accessories, etc., are not covered by the Plan and must be agreed upon between you and the dealer.

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19. Am I eligible for other incentives?

Yes, for most. Plan participants are eligible for all 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.

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20. What is AZ-Plan pricing and how do I know if I’m getting a good deal?

AZ-Plan prices are dealer net wholesale, essentially what the dealer paid Ford Motor Company for the vehicle.

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21. What is X-Plan pricing and is it better than AZ-Plan pricing?

X-Plan pricing is +/-1% of dealer invoice depending on the vehicle.  Although both X Plan and AZ-Plan offer very competitive pricing on Ford Products, AZ-Plan pricing offers superior savings.

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22. 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.

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23. 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.

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.

There is no change.  The $275 administration fee covers costs of managing the New Vehicle Purchase Program.

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24. Do Dealers make a profit on Plan purchases and/or leases?

Yes. Dealers receive a commission from Ford Motor Company on each Plan transaction.

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25. How do I change the personal information contained in “My Profile”?

Click on the “My Profile” link in the upper navigation bar on almost every page of the web site. From there you can choose to edit your profile, change your password and unsubscribe from the site.

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26. When I use my browser "Back" and/or "Forward" button, why do I lose all the data I just entered?

This is a common occurrence with browsers. We recommend you use the Back button on this site in lieu of your browser buttons.

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27. What is "Unsubscribe"?

By "unsubscribing" you are requesting that Ford not contact you via email about AZ-Plan promotions or survey request about your Plan and web site experiences. See our privacy policy for further details.

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28. How do I confirm the A Plan Price on the vehicle I want to purchase?

As an AZ-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 AZ-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 Plan price includes advertising, transportation, fuel charges 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.

 

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29. Can I find Plan prices and incentives before contact 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.myplan.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 to other Ford Motro 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.

 

30. Are Mercury vehicles still eligible for AXZ-Plans?

No. Effective January 3, 2011 all Mercury vehicles are no longer eligible for AXZ-Plans. Ford will continue to provide existing and future Mercury owners with parts and service support at Ford and Lincoln dealers, and honor current warranties and Ford's Extended Service Plans.

 

 

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9. CONTACT INFORMATION

 

Website

Information

Plan Information

 

 

 

img1

 

 

 

www.myplan.ford.com

 

 

1-800-348-7709

 

Product Information

 

 

img3

 www.ford.com

 1-800-392-3673

img5

 www.lincoln.com

 1-800-521-4140

 

Financing Resources

 

 

 

fordcredit

 

 

www.fordcredit.com

 

 

1-800-727-7000

 

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