Volvo

XC90 Recharge Plug-In Hybrid

2.0L Direct-Injected Turbocharged Engine

8-Speed Geartronic Automatic Transmission

6,499 lbs GVWR

275/45R20 Tires

20" 5-Multi Spoke Black Diamond Cut Alloy Wheels

Heated Front Bucket Seats

Leather Upholstery

High Performance Audio System

Charcoal

Onyx Black Metallic

Plus Bright Theme

Individual


Ally is pleased to announce a capitalized cost reduction allowance (CCRA) on select new electric vehicles.
Ally will offer a CCRA on qualifying SmartLease ® or ComTRAC ® transactions for Volvo Dealers.

Ally Standard or Incentivized SmartLease® Agreements or ComTRAC® Lease Agreements on Eligible Vehicles dated during the Program Period

SmartLease®
- Prime and Non-Prime
- No Tier Restrictions
- 12 - 60 Month Terms
- Monthly and Single Payment Leases

ComTRAC®
- S – C Tier
- 12 – 60 Month Terms
- Monthly Payment Lease
- Contract Residual must be at least 20%
- Ally SmartLease CCRA must be disclosed on the Ally SmartLease Agreement in the same manner as OEM CCRA


- CCRA must be used entirely to reduce the capitalized cost of the lease and cannot be used for other upfront amounts due
- Ally CCRA must be disclosed properly on the SmartLease Agreement
- SmartLease CCRA must be disclosed on line 6b, “Rebates and Noncash Credits” and as part of the capitalized cost reduction disclosed on Lines 5a and Line 7b
- ComTRAC CCRA must be disclosed on the Cap Cost Reduction line and in the Initial Amounts Due section of the Schedule 1

Compatibility:
- Compatible with all other Ally promotions in the market (i.e., other CCRA promotions, Dealer Bonus Cash, etc.)
- Compatible with Reduced Admin Fee Promotions
- Compatible with Ally Dealer Rewards (Volume Targets & Reward)

Funding:
When dealer submits the draft, the draft amount should not include the amount of the CCRA. The dealer will receive the CCRA amount automatically through SmartCash as a “Misc. To Dealer” item after the contract is booked; when dealer does not submit a draft, dealer will receive the CCRA amount with the proceeds when the contract is booked.

Important Notes:
- When using NetQuote to estimate payments, manually enter the qualifying Ally promotional CCRA amount(s) in the “ Other Reductions ” field (if applicable)
- Standard DFI parameters apply
- A completed Contract Rate Verification form must be submitted with each contract package


Ally CCRA Program

EV Lease Bonus

• The EV Lease Allownce is for eligible customers who lease eligible plus-in vehicles through Volvo Car Financial Services.
• The EV Lease Allowance MUST be disclosed as a Cap Cost Reduction on the Contract and Buyer's Order at the time of delivery.
• The EV Lease Allowance MUST be listed as a Rebate on all Contracts and Buyer's Orders.


Promotion Category -- Customer Cash - Automatic Promotion 
Type of Sale -- Lease only
Requirement to apply for promotion on CVM -- no
Eligible on retired Demonstrators & Loaners -- yes
Eligible for Offer Protection -- No


Incentive Eligibility and Records Retention Disclaimer
It is the retailer’s responsibility to verify a customer’s eligibility by requesting and validating proof of name, address and ownership. Acceptable proof: U.S. registration, U.S. driver license, U.S insurance documents, marriage certificate, Business Articles of Incorporation, first class mail. Copies of validated documents must be retained in the Sales Deal jacket in accordance with VCUSA Records Retention Policy. All documents are subject to audit by Volvo Car USA to verify Retailers’ Sales Incentive claims. *NOTE - Retention time requirements may vary for each state based on respective state laws. Retailers are responsible to consult with their legal counsel to ensure that all records retained are compliant with state laws, should this timeframe supersede Volvo’s time requirements for records retention. If Volvo Car USA determines a customer is ineligible for incentive(s), chargeback(s) will occur.

EV Lease Allowance - National

Lease Bonus Cash - NER

• Purchase Allowance can be combined with Standard Rate Volvo Car Financial Services programs and cash purchases.
• This is not combinable with the Promotional APR Rates from Volvo Car Financial Services.

Promotion Exclusions: Retail Leases, Promotional APR financing (unless otherwise specified)
The Purchase Bonus can be combined with select Volvo Car Financial Services programs on all eligible APR or cash purchases.

Purchase Allowance-NorthEast


A-Plan Elite & VIP


A-Plan ELITE PINs beginning with                          B – C – H
A-Plan VIP PINs beginning with                             E – W -- F
Required to Validate in Affinity Tools: Yes 
Requirement to upload PDF document:    Yes (except CPO)
Requirement to apply for promotion on CVM: Yes (except CPO)
 Eligible for Offer Protection:         Yes
Eligible on retired Demonstrators:       Yes
Eligible on retired Courtesy Cars:    Yes
Promotion Exclusions:       Any of A-Plan or Public Affinity Offer
Retailer Eligibility       Retailers who have Opted-In to the A-Plan Retailer


A-Plan Offers | Customer Eligibility
A-Plan Offers
• A-Plan Elite (PIN Prefix: B) – Active employees at eligible corporate partner companies (A-Plan by Volvo | Partner Search (aplanbyvolvo.com)).
• A-Plan Elite | Cultural (Swedish) (PIN Prefix: C)
• A-Plan Elite | Group Programs (PIN Prefix: H) – Bank of America Preferred Rewards and Morgan Stanley Reserved Clients members.
• A-Plan VIP (PIN Prefix: E) – VCUSA Corporate Employees (personal PINs)
• A-Plan VIP (PIN Prefix: W) – Diplomats & Referrals
• A-Plan VIP (PIN Prefix: F) – Friends and family members of VCUSA corporate employees (sponsored PINs)


Key Points to the A-Plan by Volvo Program: Eligibility
? Additional purchase eligibility is extended to the eligible individual’s spouse and/or members of their immediate household. The buyer/lessee and the Volvo PIN Participant’s legal home address must match the sales or lease contract. Co-buyers or co-lessees are permitted.
PIN & Pricing Agreements
? Will be generated after completing the Volvo PIN validation process. Both the Customer and a Retailer representative are required to sign the agreement. PIN and Pricing Agreements must be filled out completely and signed.
Document Retention and upload
? All required documents must be uploaded and retained.

A-Plan Elite Customer Bonus


A-Plan Elite Retailer Employee Bonus

APlan reps beginning with: Q

Eligibility
? Offer and bonuses are applicable to VOLVO RETAILER EMPLOYEES only!
• Proof of employment (paystub or W2) is required documentation in order to claim this incentive.
? Employees from a Dealer Group have a separate offer and are required to register to the A-Plan Program under their Dealer Group.
? Additional purchase eligibility is extended to the eligible individual’s spouse and/or members of their immediate household. The eligible retailer employee must appear as a co-signer on the paperwork. The buyer/lessee and the Volvo PIN Participant’s legal home address must match the sales or lease contract.

PIN & Pricing Agreements
? Will be generated after completing the Volvo PIN validation process.
? Both the Customer and a Retailer representative are required to sign the agreement.
? PIN and Pricing Agreements must be filled out completely and signed.

Document Retention and upload
? All required documents must be uploaded and retained.



PLEASE NOTE:
- When completing an A-Plan sale with Retired Service Loaners/Courtesy Vehicles and Retailer Demonstrators, Retailers must email aplan@volvocars.com with the VIN #, PIN #, and and type of sale so our team can update the RDR accordingly and the incentive can be claimed.
- When submitting a claim in CVM, ALL required supporting documents must be uploaded for the associated PIN type to prevent a chargeback (PIN & Pricing Worksheet, and, if applicable, Buyers Order, proof of address, marriage certificate).

A-Plan Elite Retailer Employee Bonus 


A-Plan Elite & VIP


A-Plan ELITE PINs beginning with                          B – C – H
A-Plan VIP PINs beginning with                             E – W -- F
Required to Validate in Affinity Tools: Yes 
Requirement to upload PDF document:    Yes
 Eligible for Offer Protection:         Yes
Eligible on retired Demonstrators:       Yes
Eligible on retired Courtesy Cars:     Yes
Promotion Exclusions:       Any of A-Plan or Public Affinity Offer
Retailer Eligibility       Retailers who have Opted-In to the A-Plan Retailer

Key Points to the A-Plan by Volvo Program: Eligibility
? Additional purchase eligibility is extended to the eligible individual’s spouse and/or members of their immediate household. The buyer/lessee and the Volvo PIN Participant’s legal home address must match the sales or lease contract. Co-buyers or co-lessees are permitted.
PIN & Pricing Agreements
? Will be generated after completing the Volvo PIN validation process. Both the Customer and a Retailer representative are required to sign the agreement. PIN and Pricing Agreements must be filled out completely and signed.
Document Retention and upload
? All required documents must be uploaded and retained.
A-Plan Offers | Customer Eligibility
A-Plan Offers
• A-Plan Elite (PIN Prefix: B) – Active employees at eligible corporate partner companies (A-Plan by Volvo | Partner Search (aplanbyvolvo.com)).
• A-Plan Elite | Cultural (Swedish) (PIN Prefix: C)
• A-Plan Elite | Group Programs (PIN Prefix: H) – Bank of America Preferred Rewards and Morgan Stanley Reserved Clients members.
• A-Plan VIP (PIN Prefix: E) – VCUSA Corporate Employees (personal PINs)
• A-Plan VIP (PIN Prefix: W) – Diplomats & Referrals
• A-Plan VIP (PIN Prefix: F) – Friends and family members of VCUSA corporate employees (sponsored PINs)

A-Plan VIP Customer Bonus

Volvo Cars, in conjunction with Costco Wholesale Corp. (Costco) and Costco Auto Program (CAP), are pleased to announce the November-December private targeted offer to Costco members. This offer is intended for the primary Costco member and their information must appear first on the vehicle paperwork. Co-buyers outside the primary member’s household are not eligible to be on the vehicle paperwork (refer to the Customer Eligibility section below). The Costco Affinity Bonus is eligible with purchase or lease of a new eligible Volvo.

CUSTOMER ELIGIBILITY:
* Eligible buyer is defined as a Costco Member or a member of their household only, customer must have been a member on or before October 31, 2024.
* The eligible member must appear first on the vehicle paperwork.
* Customers who identify themselves as eligible will need to provide their valid Costco Membership card and their Volvo Limited-Time Special Certificate containing their Promotion Code (Volvo PIN) (example K123456).
* A-Plan customers are permitted to combine the A-Plan bonus with the Costco incentive if they are an eligible Costco member. A-Plan Elite and VIP rules apply when using the A-Plan bonus. When a customer is combining the Costco incentive and A-Plan bonus, the A-Plan PIN must be entered as secondary when validating the Costco PIN. A separate claim for the Costco Incentive and the A-Plan bonus must be made in Claims Variable Marketing (CVM). For an A-Plan and Costco Incentive customer, select the A-Plan/Affinity Sales Type (16G or 16H) or Online A-Plan/Affinity (19G or 19H) in VISTA, and enter the Costco PIN. In Claims Variable Marketing, make two separate claims for A-Plan and the Costco Incentive. Please refer to the instructions in this bulletin and the A-Plan Sales Bulletin 24-0003.
* Affinity customers (Military, First Responders, Healthcare Professionals, Teachers, and Additional Select Groups) are permitted to combine the Affinity bonus with the Costco incentive if they are an eligible Costco member. Affinity Program rules apply when using the Affinity bonus. When a customer is combining the Costco incentive and Affinity bonus, the Affinity PIN must be entered as secondary when validating the Costco PIN. A separate claim must made according to the instructions on the Affinity Programs Sales Bulletin 24-0005.

NOT ELIGIBLE:
* Co-buyers outside the Costco member’s household are not eligible for the Member-Only Incentive.
* Customers who have a Volvo PIN but cannot provide a valid Costco Membership card are not eligible until they can provide a valid Costco Membership card.
* Eligible Costco Members cannot transfer or share their PIN or eligibility status to anyone outside their immediate household.

Costco PTO


 Lease Retention Program

Volvo Car is pleased to announce the FWD to AWD Lease Retention Program for eligible customers that are currently in a VCFS lease contract with a FWD XC40, XC60 or XC90 and enter into a new VCFS lease contract of any AWD model.

Requirement to apply for promotion on CVM                             Yes
Requirement to upload PDF document                                      Yes
Eligible for Offer Protection                                                        Yes
Eligible on retired Demonstrators                                                Yes
Eligible on retired Courtesy Cars                                                 Yes
Promotion Exclusions                                                                 All Conquest & Loyalty Programs and Care By Volvo


Please note this bonus is combinable with VCFS Lease Pull Ahead Program and lease loyalty. For lease loyalty, please claim per the rules in the July Sales Program Guide. Lease loyalty must be a separate claim on Claims Variable Marketing (CVM) with the required proof per the sales program guide.

Additionally, this is combinable with Costco, Affinity, A-Plan and Private Loyalty, please see the corresponding bulletin for details regarding eligibility.

Customer eligibility:
• Individuals or members of the same household who are currently in a VCFS lease contract for a FWD XC40, XC60 or XC90 and enter a new VCFS lease of any AWD Model. Both leases MUST be VCFS to qualify.

Required supporting documentation:
Customer must provide the following:
1. Customer acknowledgment form found on Page 4 of this bulletin
2. U.S. registration or U.S. insurance documents showing VIN, name, address and expiration date.
3. For current VCFS leases, a copy of the lease contract may be used. For returning VCFS leases,
a completed Volvo Odometer Disclosure Statement may be used.
4. Proof of address when loyalty is eligible through a member of the same household.1
5. Copy of Business Articles of Incorporation when prior vehicle or new vehicle is registered to
the individual's business entity.


Required additional supporting documentation:
? Copy of Marriage Certificate when new vehicle is registered to spouse of prior owner.
? Copy of Business Articles of Incorporation when prior vehicle or new vehicle is registered to the individual’s business entity (requires the individual's majority ownership in the business entity) or copy of individual’s IRS Schedule K-1 (Form 11205) (requires individual’s majority ownership as indicated on Line F) for most recent tax year.
? Proof of address when loyalty is eligible through a member of the same household.

Retailer is required to scan copies of supporting documentation into one (1) PDF file** (see below) and upload when applying for promotion on CVM.

FWD to AWD Lease Retention Program


Loyalty Bonus

The Loyalty Bonus Program is for eligible customers that currently own or lease a Volvo or Saab vehicle.Loyalty must be listed as a rebate on the Contract or Buyer's Order.

Please note Loyalty Bonus is not combinable with VCFS Lease Pull Ahead Program.

Promotion Category                                             Claim Based Promotion 
Eligible for Offer Protection                                  Yes 
Eligible on retired Demonstrators                          Yes 
Eligible on retired Loaners                                   Yes 

Customer eligibility: Individuals or members of the same household who currently owns/leases any model year Volvo or Saab vehicle OR has owned/leased either within the last 6 months.

Required supporting documentation: Customer must provide one of the following: 
1> U.S. registration or U.S. insurance documents showing VIN, name, address and expiration date. Supporting documentation must be available at time of delivery, and must have been valid within 6 months of new vehicle contract date.

2> For current VCFS or US Bank V360 leases, a copy of the lease contract can be used. For returning VCFS or US Bank V360 leases, a completed Volvo Odometer Disclosure Statement may be used. The Volvo Odometer Disclosure Statement must be signed by the lessee. 

Retailer generated DMV printout, vehicle title, prior sales or international registration/insurance are not acceptable as supporting documentation as they may provide insufficient information to prove eligibility. Required additional supporting documentation: 

? Copy of Marriage Certificate when new vehicle is registered to spouse of prior owner. 
? Copy of Business Articles of Incorporation when prior vehicle or new vehicle is registered to the individual’s business entity (requires the individual's majority ownership in the business entity) or copy of individual’s IRS Schedule K-1 (Form 11205) (requires individual’s majority ownership as indicated on Line F) for most recent tax year. 
? Proof of address when loyalty is eligible through a member of the same household. Retailer is required to scan copies of supporting documentation into one (1) PDF file** (see below) and upload when applying for promotion on VRC2.

Rebate benefit The Loyalty Bonus is a customer rebate and retailers are required to display the bonus as a benefit to the customer on the separate rebate line on the sales or lease agreement. If a retailer is using a contract that does not have a separate rebate line the retailer has the option to subtract the rebate from the selling price of the vehicle and instead have the customer sign the customer benefit claim form (page 3). This form must be maintained in the deal jacket for a minimum of 2 years subject to a sales audit.

CONFIDENTIAL
Volvo reserves the right to cancel, amend or revoke any program at any time upon the written notification, and the Retailer agrees that it will make no claim for anticipated
benefits or lost opportunity under a cancelled program. Volvo also reserves the right to audit Retailers and make financial adjustments to any claim for program benefits
that do not comply with the terms and conditions stated herein or elsewhere in the "Retail Contest Incentive Program Standard Eligibility Rules" published separately.

NER Loyalty Bonus - Lease


Loyalty Bonus

The Loyalty Bonus Program is for eligible customers that currently own or lease a Volvo or Saab vehicle.
Loyalty must be listed as a rebate on the Contract or Buyer's Order.

Please note Loyalty Bonus is not combinable with VCFS Lease Pull Ahead Program.

Promotion Category                                             Claim Based Promotion 
Eligible for Offer Protection                                  Yes 
Eligible on retired Demonstrators                          Yes 
Eligible on retired Loaners                                   Yes 

Customer eligibility: Individuals or members of the same household who currently owns/leases any model year Volvo or Saab vehicle OR has owned/leased either within the last 6 months.

Required supporting documentation: Customer must provide one of the following: 
1> U.S. registration or U.S. insurance documents showing VIN, name, address and expiration date. Supporting documentation must be available at time of delivery, and must have been valid within 6 months of new vehicle contract date.

2> For current VCFS or US Bank V360 leases, a copy of the lease contract can be used. For returning VCFS or US Bank V360 leases, a completed Volvo Odometer Disclosure Statement may be used. The Volvo Odometer Disclosure Statement must be signed by the lessee. 

Retailer generated DMV printout, vehicle title, prior sales or international registration/insurance are not acceptable as supporting documentation as they may provide insufficient information to prove eligibility. Required additional supporting documentation: 

? Copy of Marriage Certificate when new vehicle is registered to spouse of prior owner. 
? Copy of Business Articles of Incorporation when prior vehicle or new vehicle is registered to the individual’s business entity (requires the individual's majority ownership in the business entity) or copy of individual’s IRS Schedule K-1 (Form 11205) (requires individual’s majority ownership as indicated on Line F) for most recent tax year. 
? Proof of address when loyalty is eligible through a member of the same household. Retailer is required to scan copies of supporting documentation into one (1) PDF file** (see below) and upload when applying for promotion on VRC2.

Rebate benefit The Loyalty Bonus is a customer rebate and retailers are required to display the bonus as a benefit to the customer on the separate rebate line on the sales or lease agreement. If a retailer is using a contract that does not have a separate rebate line the retailer has the option to subtract the rebate from the selling price of the vehicle and instead have the customer sign the customer benefit claim form (page 3). This form must be maintained in the deal jacket for a minimum of 2 years subject to a sales audit.

CONFIDENTIAL
Volvo reserves the right to cancel, amend or revoke any program at any time upon the written notification, and the Retailer agrees that it will make no claim for anticipated
benefits or lost opportunity under a cancelled program. Volvo also reserves the right to audit Retailers and make financial adjustments to any claim for program benefits
that do not comply with the terms and conditions stated herein or elsewhere in the "Retail Contest Incentive Program Standard Eligibility Rules" published separately.

NER Loyalty Bonus - Retail

Volvo Affinity Offers

Eligible customers under these programs should have a PIN beginning with “A, G, S, V, Z, Y, X, M, P, or R”

PLEASE NOTE:
- All claims for CPO vehicles will be paid automatically on Sundry (on a one-month lag) based on proper validation of PIN on A-Plan website and RDR in the Used Car App. Pins that are not validated will not receive payment.
- When completing an A-Plan/Affinity sale with Retired Service Loaners/Courtesy Vehicles and Retailer Demonstrators, please ensure the PIN # and type of sale are correct in the Used Car App/Vista so you can claim for the incentive. This is not paid automatically via Sundry.
- When submitting a claim in CVM, ALL required supporting documents must be uploaded for the associated PIN type to prevent a chargeback (PIN & Pricing Worksheet, and, if applicable, Buyers Order, proof of address, marriage certificate).

Key Points to Volvo Affinity Offers: Eligibility
? Additional purchase eligibility is extended to the eligible individual’s spouse and/or members of their immediate household. The buyer/lessee and the Volvo PIN Participant’s legal home address must match the sales or lease contract. Co-buyers or co-lessees are permitted.
PIN & Pricing Agreements
? Will be generated after completing the Volvo PIN validation process.
? Both the Customer and a Retailer representative are required to sign the agreement.
? PIN and Pricing Agreements must be filled out completely and signed.
Document Retention and upload
? All required documents must be uploaded and retained.


Affinity Offers | Customer Eligibility
Public Affinity Offers
• US Military personnel (PIN Prefix: V) – Veterans, Active Duty and Active Reserve US Military Personnel
• First Responders (PIN Prefix: V) – Eligible customers include 911 Operators, Police, Fire and EMT
• Medical Professionals (PIN Prefix: V) – Doctors, Nurses, Hospital Employees and more with an NPI number
• Teachers (PIN Prefix: V) – Classroom Teachers, Principals and Administrators
• American Medical Association (PIN Prefix: D) – Members of the AMA (launched 10/13/2022)
• American Dental Association (PIN Prefix: D) – Members of the ADA (launched 10/1/2022)
• American Bar Association (PIN Prefix: D) – Members of the ABA (launched 11/1/2022)
• Fleet Referral Program (PIN Prefix: G & S) – For active Volvo Fleet drivers of a recognized Volvo Fleet partner (not valid toward OSD)
• Lunar New Year | Volvo DTLA Studio Event (PIN Prefix: Y) – For guests who participate in a test drive at the Lunar New Year event on February 17 at Volvo Studio DTLA.
• Volvo Cars at Pebble Beach Food & Wine Festival (PIN Prefix: X) – For guests who participate in a test drive between April 4-7 at the Pebble Beach Food & Wine Festival
• Volvo Cars Best Buddies Challenge at Hyannis Port (PIN Prefix: A) – For runners/cyclists who registered and participated in the Best Buddies Challenge at Hyannis Port on 6/1/24.
• Volvo Cars EX30 & EX90 Affinity VIP Bonus (Pin Prefix: M) – For customers who preordered an EX30 and are currently waiting on their preorder, and EX90 customers who cancelled their preorder after June 26th, 2024.
• Volvo Cars at Philadelphia Magazine’s Best of Philly Soirée (PIN Prefix: P) – For registered attendees of the 2024 event (Best of Philly Soiree 2024 | August 7th at the Art Museum (phillymag.com))
• American Dental, Medical, and Bar Associations (PIN Prefix: R) – Between 10/1/24 and 1/2/25, active members of these associations will receive an enhanced offer of $2,000 across all models.

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3 Lease or Buy a VOLVO XC90 RECHARGE PLUG-IN HYBRID

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