Who's Eligible?
· All active full-time hourly employees and regular and supplemental salaried employees, beginning with their 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.
· 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.
· 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.
· Members of the immediate family of the above. "Immediate family" means the following relatives of the employee or retiree:
o Spouse
o Parents
o Spouse's parents
o Sons and daughters (including in-laws and step-children)
o Grandchildren
o Brothers and sisters (including in-laws, half and step)
o Same-sex domestic partners of eligible active employees *
o Immediate family members of eligible same-sex domestic partners *
* 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 the state
· Each is over the age of 18, of legal age, and legally competent to enter a contract
· Neither is married to a third party
NOTE: When both the employee/retiree and his/her spouse are deceased, surviving family members are no longer eligible.
Who's Not?
· UAW represented hourly employees, retirees, surviving spouses and their immediate family members are ineligible for Jaguar, Volvo, Land Rover, and Mazda* purchases or leases.
*Mazda Products built in UAW assembly plants are eligible for purchase.
· Non-employees, including agency or contract personnel
· Employees who terminate, effective with the date of termination
· All other family members not mentioned above as eligible, including but not limited to:
o grandparents
o cousins
o uncles
o aunts
o nephews
o nieces
· Family members of Surviving Spouses after the Surviving Spouse is deceased
· All others not specifically mentioned as eligible in the preceding section
NOTE: Employees, Retirees and Surviving Spouses may be asked to document the eligibility of family members they sponsor. Submission of birth certificates, marriage licenses etc., may be required by Plan Administration. Failure to provide adequate documentation may result in
suspension of the Sponsor’s Plan privileges and/or the Sponsor having to re-pay any dealer commissions and the Sponsor being subject to disciplinary action, up to and including termination (see Conditions).
