partnerperksmy GM

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VENTURE

ISC, IBS, and RSC Enrollment Job Aid

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Login Page

From the my GM Partner Perks login page, business owners will:

• Create a new account (first time)

• Be sent a verification email to move forward in creating an account

• Reset password

• Login for existing participants (once set up)

Password Page

• Participants will complete enrollment and create a password for the my GM Partner Perks platform

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GM Privacy Policy

• Upon first-time login, users must scroll through and read the GM Privacy Statement, then check the box indicating acknowledgement

• Once users have read and acknowledged the GM Privacy Policy, click ‘CONTINUE’

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User Account Information

• Users will input/confirm personal account information to complete their profile

• For known businesses, their information will be pre-populated

• Pre-populated information includes: » Name » Address » Phone number

• All business owners will need to fill in SSN fields or check the box indicating you will use an Employer Identification Number (EIN) and security questions, these areas will not be pre-populated for any users

• New users will enter in all information to complete their profile

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SSN Requirements

• As part of the profile set up, users must input either their SSN information or Employer Identification Number (EIN) for tax purposes and to be issued rewards

» Rewards earnings may or may not be subject toincome taxation depending on the source of the rewards:

* Rewards issued to your business directly from GM are not subject to taxation for your business, or your employees

* Rewards not directly issued to your business by GM (e.g., by an ACDelco Direct Account or GM Dealer in the context of a promotion) ARE subject to taxation

• For this reason, your business’ EIN OR owner’s SSN are required during enrollment

• Business EINs and SSNs are encrypted and securely stored per GM Legal requirements

• Users are able to opt out of including their SSN information, but will need to enter their Employer Identification Number (EIN) later in the process, if they want to be taxed at the business level

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Manage Business - Known Business

• As a portion of the my GM Partner Perks profile, business owners must include information regarding their business(es)

• If you are a known business, your info will be pre-populated

» Click review under the actions field to verify your business information

• If your business is unknown, go to page 8

Verify Standardized Address - Known Business

• After clicking review, you will see the ‘Verify Standardized Address’ screen (Note: A standardized address is an address recognized by the US Postal Service)

• First, confirm the correct address is displayed » If the address is correct select ‘VERIFY MY ADDRESS’

• A standardized address will populate below

• If the address populated is accurate, click ‘SELECT’

• If the address is not correct see page 11 for next steps

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Verify Standardized Address - Known Business

• After you click ‘SELECT’ your confirmed address and business information will appear

• Enter your Employer Identification Number (EIN) in the field provided

• Click ‘SAVE’ if you want to move forward with your EIN number

• If you decide to use your SSN instead of the previously listed EIN for tax and reward purposes, check the SSN option and see page 13 for further directions

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Manage Business - Unknown Business

• As a portion of the my GM Partner Perks profile, business owners must include information regarding their business(es)

• If you are not a known business, you need to add all business information

• The Add New Business screen allows you to search for your business by entering any of the information below:

» Business Location

» D-U-N-S Number

» SAD Code

• Once you have added your business information click ‘SEARCH’

• Search results will populate at the bottom of the screen, if this is the correct business address click ‘ADD

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Verify Standardized Address

• Once you have added the populated standardized address to your profile you will be asked to verify it

• Review the Business Name and Address and confirm it is complete and accurate

» If the address shown is correct, click ‘VERIFY MY ADDRESS’

* It’s important to verify your address is correct in order to ensure any parts purchases associated with your business are applied correctly

• If your address is incorrect and you need to edit it, see page 11

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Verify Standardized Address

• After selecting ‘VERIFY MY ADDRESS’, A standardized address will poplate (Note: A standardized address is an address recognized by the US Postal Service)

• If the correct address is displayed, choose ‘SELECT’

• If your address is incorrect and you need to edit it, see page 11 100

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Editing Standardized Address

• If any part of the address populated is inaccurate edit the information and click ‘VERIFY MY ADDRESS’

Editing Standardized Address

• Another address will populate once ‘VERIFY MY ADDRESS’ is selected

* If this address closely reflects your business address we suggest you select it

• If the address populated is still incorrect, re-edit your information and click ‘VERIFY MY ADDRESS’ again

• If you still do not receive a correct result, click the link at the bottom of the page and move forward with the address as-is

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*Click the appropriate field to edit the information

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Verify Standardized Address - Unknown Business

• After you click ‘SELECT’ your confirmed address and business information will appear

• Enter your Employer Identification Number (EIN) in the field provided

• Click ‘SAVE’ if you want to move forward with the business information and EIN number entered

• If you decide to use your SSN instead of the previously listed EIN for tax and reward purposes, check the SSN option and see page 13 for further directions

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Using SSN Instead of Employer Identification Number

• If you get to the end of the Verify Business Information section and decide to use a SSN instead of a Employer Identification Number (EIN) follow these steps:

1. Select the box next to ‘I want to use a Social Security Number for any tax purposes’

» Click ‘BACK’ to return to the previous Manage Business page

2. Select ‘USER ACCOUNT’ tab

3. Under User Account Information uncheck the box that says ‘I do not want to enter a Social Security Number. I will enter an EIN for each business that I enroll for any tax purposes’

4. Fields to enter and re-enter a SSN will appear. Fill in both fields with the SSN you would like to use

• Once the SSN is entered click ‘NEXT’ to return to the Verify Business Information screen

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Verify Business Information - Independent Service Center and Independent Body Shop

• As a portion of the my GM Partner Perks profile, business owners must include information regarding their business(es)

• The Verify Business Information section gives business owners the opportunity to:

» Select Business Type

» Specify if your business has a P.O. Box

» Confirm Hours of Operation

• Once all information is verified and completed click ‘SAVE’

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Verify Business Information - Regional Service Chain

• As a portion of the my GM Partner Perks profile, business owners must include information regarding their business(es)

• The Verify Business Information section gives business owners the opportunity to:

» Select Business Type

» Specify if your business has a P.O. Box

» Indicate if your location operates as a repair shop

» Confirm Hours of Operation

• Once all information is verified and completed click ‘SAVE’

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Manage My Business - Regional Service Chain

• Click the + sign next to the business name and more information will drop down

• Click ‘ADD BRANCH LOCATIONS’ to began adding branches to your profile

• All added branch locations will appear under the Manage My Business screen

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Manage Sellers

• Once your business information is confirmed you will need to add your seller(s) by clicking ‘ADD NEW SELLER’

* Matching your business with your sellers ensures that you receive rewards for all eligible purchases. It’s important to make sure the information in this tool is correct and up-to-date.

• View additional information about each seller by clicking the plus sign icon on the left hand side

Add New Seller• Users can search for sellers in the system by business name, address, business type, and/or to add them to their seller page

• Sellers will be populated based on the search criteria entered

• Click ‘ADD’ to save the business as one of your sellers

* This needs to be done for each seller you do business with

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Manage Sellers• Once Sellers are added to your profile you can view additional information about each seller by clicking the plus sign icon on the left hand side

• You can designate your primary distributors and dealers by selecting the circle next to the seller name

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Manage Sellers

• After sellers are added to your profile you must add an account number to each seller using the Add New Account number button

* Your account number is the number your seller uses to identify you when you make purchases. Check your invoices or receipts to ensure you’re entering the correct number

• Once you click the plus sign next to a seller a new row will pop up. Fill in the account number and click ‘ADD’

» Once you hit add, your seller will receive an email request to approve or deny the account number added for them

» Until the seller approves or denies the account number it will remain as pending

» Please give your seller at least a week to approve or deny the account number

* Note: you will not receive purchase credit from this seller until they’ve approved the account number

• Once all your sellers and their account numbers have been added click ‘NEXT’

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Manage Sellers

• After Sellers and their account numbers are added to your profile you must assign a Seller to each business being enrolled

• Under the Verify Account Information screen check the box next to the appropriate business name(s) that the Seller has a relationship with

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Program Enrollment• Select the program package you want to enroll in by checking the appropriate box

• To learn more about the program details of each level click the ‘VIEW ALL PROGRAM DETAILS BUTTON’

• Confirm if you would like to participate in the optional training. If you do not select optional training a notice box will pop-up with additional questions/instructions, see page 21.

» Businesses that qualify for program levels with free training will be automatically enrolled

• Identify if you are interested in the optional program features below » BuyPower Personal Card or Business Card

* Participants interested in the BuyPower Business card will receive an email with additional information » ACDelco Protection Plans & Prepaid Maintenance

* Participants who enroll will be contacted by their AMT with additional information

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Program Enrollment

• If you do not select to participate in the optional training a notice will pop up

» Users can purchase the training package at any time but if you do not select it during enrollment it will not be priced at the pro-rated rate associated with your program package

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Program Enrollment

• Verify the correct program enrollment package is selected

• If your enrollment level requires approval, your status will show as pending until approved

» Once action has been taken by the approver, you will receive an email informing you of your enrollment approval or denial

» If you are approved, the email will prompt you to log back into the portal to finalize the enrollment process

• If everything looks correct, continue to the next section. If you need to make changes, click ‘BACK’

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Review & Checkout

• Check the box certifying you are eligible to enroll the business in the program

• Review and sign the Program Agreement by clicking ‘eSIGN AGREEMENT’

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Program Agreement

• After selecting eSign Agreement your Program Agreement will pop up

• You must scroll all the way to the end of the agreement and select ‘Sign’ to activate

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Program Agreement

• After clicking sign, the ‘Adopt Your Signature’ window will appear

• Enter your first and last name

• A preview of your signature will show in the ‘Preview’ box

• Select ‘ADOPT AND SIGN’ to eSign the agreement

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Review & Checkout

• A green check mark will appear next to ‘AGREEMENT SIGNED’ once the program agreement is successfully signed

• Select ‘PAY NOW’ to proceed to the credit card payment screen

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Credit Card Payment

• Once you eSign the program agreement you will proceed to the payment screen

• Select your payment type by clicking the drop down arrow labeled ‘Select Credit Card’

» Payment can be split between two cards. If you are using your EY card, choose the Discover option

• Enter your credit card number, payment value, expiration date, and CVV number

• Confirm the billing address for the card you are using for payment

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Enrollment Confirmation

• Once you submit your payment you will see the final confirmation screen

» A green check mark will appear next to the word ‘PAID’ showing your payment is successfully submitted

• Click ‘ENTER MY GM PARTNER PERKS’ to go to the portal homepage and see your dashboard