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X-Plan documents

pkh540

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Bought my truck late last year. provided x-plan pin at time of purchase. now dealer asking for additional xplan support documents. do i need to go searching for docs or just ignore.
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bmwhitetx

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What specifically are they asking for? If it's a generic X-Plan document, they should be able to get everything they need from Ford.

There are rule checks they are to do at time of purchase. For example, the name associated with the PIN is the name of the buyer or a member of their household. There are others. Maybe they didn't do those rule checks.

The complete X-Plan rules (Dec 2023) can be found here:
https://www.partnerrecognition.com/Home/Rules
 

astrand1

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Sounds like it’s the dealers issue now. You already bought the truck. I bet if you had an issue this long after purchase the dealer would be of no help. 🤣
 
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pkh540

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What specifically are they asking for? If it's a generic X-Plan document, they should be able to get everything they need from Ford.

There are rule checks they are to do at time of purchase. For example, the name associated with the PIN is the name of the buyer or a member of their household. There are others. Maybe they didn't do those rule checks.

The complete X-Plan rules (Dec 2023) can be found here:
https://www.partnerrecognition.com/Home/Rules
They’re asking for a copy of my membership card and an invoice with the date of membership. I just don’t want there to be a problem where they try to deny the discount or something.
 

RedTib

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They’re asking for a copy of my membership card and an invoice with the date of membership. I just don’t want there to be a problem where they try to deny the discount or something.
It's in their best interest to get approval from Ford. They could lose commissions on your sale, be fined by Ford, or lose the ability to take X-Plan sales. And they are responsible for verifying your eligibility prior to the sale.

But if they gave me any trouble or I heard any threats, I would just report them to my state's consumer affairs. They take that seriously.
 

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farmtruck

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How well do you like your dealer. I get along with mine pretty well and if they needed to confirm some missing documentation, I would do what I could to help them. If a dealer doesn't keep Ford happy, they may lose discretionary money to use when you buy the next vehicle.
 

flyct

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They’re asking for a copy of my membership card and an invoice with the date of membership. I just don’t want there to be a problem where they try to deny the discount or something.
What organization are you a member of that qualified for X-Plan?

That is normal. They are required to verify that you are a member of the organization for at least 90 days before delivery of the vehicle.

If you are applying as an employee or retiree of a Partner Company an employee badge or a recent pay stub is all that is required since there is no 90 day requirement.

Here is the "proof" that I provided for the last X-Plan purchase I made 2 months ago. I blacked out my name for this posting but the card had my name on it as provided to the dealership.

Ford F-150 Lightning X-Plan documents EAA_Membership_Card (1)
 

flyct

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They’re asking for a copy of my membership card and an invoice with the date of membership. I just don’t want there to be a problem where they try to deny the discount or something.
You signed the AXZD-Plans Pricing Agreement that states:

"Penalties for violation of Plan provisions may Include one or more of the following: termination of Plan privileges, disciplinary action up to and including termination (Ford employee) or requirement that the customer or employee reimburse the Company for the amount of any Dealer commission paid by the Company"
 

RickLightning

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They’re asking for a copy of my membership card and an invoice with the date of membership. I just don’t want there to be a problem where they try to deny the discount or something.
You signed the AXZD-Plans Pricing Agreement that states:

"Penalties for violation of Plan provisions may Include one or more of the following: termination of Plan privileges, disciplinary action up to and including termination (Ford employee) or requirement that the customer or employee reimburse the Company for the amount of any Dealer commission paid by the Company"
Yup.

Whatever membership you had has specific requirements for membership before the discount can be used, like 90 days with the Mustang Club of America or the Experimental Aircraft Association. If you violated that, you'll be paying back the discount.

The 90 day membership was added by Ford due to the abuse of this discount. People joined, and then bought the same day, and really weren't "members" of the respective organization. This requirement isn't in place for other X-Plan qualifiers, like relatives of an employee.

"Digital and Standard Members receive members-only discounts, including Ford X-Plan pricing on new Ford vehicles. Ford does not offer X-Plan discounts outside the USA. X-Plan pricing is not available on all models. Check with your preferred dealer for X-Plan discounts. You must be a member of MCA for a minimum of 90 days before you can use X-Plan.
 

John Becker

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If a customer would be purchasing a 2024 Lightning today, is the X-Plan or "employee pricing" better than what otherwise could be negotiated?
 

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RickLightning

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If a customer would be purchasing a 2024 Lightning today, is the X-Plan or "employee pricing" better than what otherwise could be negotiated?
X-Plan limits the documentation fee. Employee pricing likely does not.
 

astrand1

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X-Plan limits the documentation fee. Employee pricing likely does not.
X-plan also is quite strict on add on shit that’s some of these dealers do.
 

flyct

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X-Plan limits the documentation fee. Employee pricing likely does not.
Xplan, D Plan etc all have the same limits on Doc Fees. Currently $150. But if you are not purchasing with a valid plan you would not be limited to the cap on doc fees.
 

RickLightning

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Xplan, D Plan etc all have the same limits on Doc Fees. Currently $150. But if you are not purchasing with a valid plan you would not be limited to the cap on doc fees.
The "employee pricing" offer that Ford is promoting I don't think limits doc fees.
 

flyct

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If a customer would be purchasing a 2024 Lightning today, is the X-Plan or "employee pricing" better than what otherwise could be negotiated?
Employee pricing (A-Plan) is about 4% less than X-Plan pricing. BUT! when Ford announced Employee pricing for all they at the same time eliminated the huge incentives that were available for plan pricing in March.

Example, I leased my 2024 Platinum last day in March and the plan discount was $3550 and the incentives were $21,615 which shows as a down payment on the lease agreement., Today if I were to lease the same vehicle with Employee pricing the discount would be about $6,000 BUT no incentives.
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