Perks per Share

NYSE: F

Ford

X-Plan vehicle pricing for shareholders

What shareholders got X-Plan vehicle pricing Discontinued 100 shares or more

This scheme has endedFord no longer offers X-Plan vehicle pricing to shareholders. Ford Authority reported that the shareholder programme ended on 1 June 2022 and that approval codes (PINs) already issued remained valid until 31 December 2022. We have not located Ford’s original notice confirming those dates.

History of the perk

Ford’s shareholder programme gave individual investors access to X-Plan vehicle pricing. The surviving documents record its terms and later withdrawal, but do not establish when it began.

  1. Removed from the investor FAQ

    By 26 November 2022, Ford had removed the shareholder X-Plan question from its investor FAQ.

  2. Shareholder programme listed in Ford’s FAQ

    Ford’s investor FAQ included a question explaining which shareholders qualified for X-Plan and how to apply.

  3. Terms in the surviving application form

    Ford’s letter and application form required shareholders to hold at least 100 shares for six months before applying. The offer covered individuals buying or leasing eligible Ford and Lincoln vehicles; companies and partnerships could not apply. The file was last revised on 11 May 2018, which dates this copy of the terms rather than the start of the programme.

What shareholders got

Qualifying shareholders could buy or lease an eligible new Ford or Lincoln at a price set by Ford through its Friends & Neighbors programme, known as X-Plan. The X-Plan price for each vehicle was printed on the dealer’s invoice.

Who qualified

You needed at least 100 shares of Ford common stock.

Minimum holding period: 6 months before applying.

The vehicle had to be registered in the shareholder’s own name.

Shares held through a broker

Shares held in your own name qualified.

Nominee holders had to provide proof of ownership.

Ford’s application form did not require shares to be registered in the applicant’s own name. We did not test whether Ford accepted any broker’s documents.

Other conditions

Excluded holders
Corporations, partnerships and other entities

Previous claim process

  1. 1. Apply to Shareholder RelationsShareholders applied by post, fax or email using Ford’s application form.
  2. 2. Receive an X-Plan PINFord issued successful applicants a PIN to use at a participating dealer.
  3. 3. Confirm eligibility at the dealerThe dealer checked the shareholder’s eligibility using their PIN and the last four digits of their Social Security number.

Applicants had to include documents showing that they had held at least 100 Ford shares for the previous six months.

Exclusions and limits

Usage limits: One X-Plan PIN per qualifying shareholder every 12 months.

Practical notes

Models could be excluded

Ford could exclude models from the programme when supplies were limited.

X-Plan continues under other eligibility rules

Ford still offers X-Plan pricing through its Partner Recognition programme, where eligibility depends on an employer or partner-company code. Owning Ford shares no longer qualifies you for X-Plan pricing.