compensation program guidelines
TRANSCRIPT
T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
COMPENSATION PROGRAM
GUIDELINES For Dealers Selling Metro by T-Mobile Equipment and
Services
January 2022 v.7
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January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
Contents
STANDARD COMPENSATION .............................................................................. 3
ADD-A-LINE SPIFF ............................................................................................... 7
DEALER SOURCED INVENTORY (DSI) SPIFF ...................................................... 8
WHOLESALER DSI SPIFF .................................................................................... 9
PORT-IN SPIFF .................................................................................................. 10
AUTOPAY SPIFF ................................................................................................ 11
SERVICE PAYMENT SPIFF ................................................................................ 13
SERVICE PAYMENT SPIFF – WHOLESALE DEALER ......................................... 13
HIGH COST MARKET ACTIVATION INCENTIVE ............................................... 15
DEVICE TRADE-IN PROGRAM ........................................................................... 16
DEVICE REBATE PROGRAM - Effective 1/27/2022 ........................................... 18
RMA BUSINESS RULES ..................................................................................... 27
SOC APPENDIX .................................................................................................. 31
Version History Version Program Change
January v.1 1) AutoPay SPIFF 2) Device Rebate Program
1) Qualifier remains 10% for the AutoPay attachment rate. 2) New section for Joy Tab 2 offer starting 12/23.
January v.2 1) Device Rebate Program 1) Updated rebates for the iPhone SE effective 12/30.
January v.3 1) Device Rebate Program 1) Updated rebates for the iPhone SE and Joy Tab 2 effective 1/4.
January v.4 1) Add-a-Line SPIFF 2) Device Rebate Program
1) Add-a-Line SPIFF extended. 2) Updated rebates for the Samsung Galaxy A12, OnePlus Nord N200 5G,
Moto G Stylus 5G, and Nokia X 100, effective 1/6. Added devices to Port and Trade offer rules.
January v.5 1) Device Rebate Program 1) New rebates for the Samsung Galaxy A03s, A13 5G, and S21 FE.
January v.6 1) Device Rebate Program 1) Updated rebate for the Samsung Galaxy A12, effective 1/13.
January v.7 1) Device Rebate Program 2) SOC Appendix
1) Updated for promotion reset on 1/27. 2) SOC Appendix updated with the new $30 5GB data plan.
1)
Terms and Conditions:
T-Mobile reserves the right to cancel, change or extend the program(s) at any time. T-Mobile may audit Authorized Dealers to ensure the
Authorized Dealer is not engaging in business practices inconsistent with the spirit of the program(s). Compensation, rebate, and other payments
are subject to a charge back under Section 5.7.3 of the Indirect Dealer Agreement. All other terms of the Indirect Dealer Agreement are
incorporated herein and shall remain in full force and effect.
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STANDARD COMPENSATION
Standard Compensation is the primary compensation program for Metro by T-Mobile equipment and services. Payment rates and rules are as follows:
Initial Activation and Feature Compensation
Product Type Amount Subject to Charge Back
New Activations and Reactivations 60% of MRC Yes
Feature Activations and Feature Adds 60% of MRC Yes
Retention Compensation
Product Type
New Activations, Reactivations, Feature Activations, Feature Adds
Retention Qualification Date Amount
35 Days 35% of MRC
65 Days 35% of MRC
95 Days 35% of MRC
125 Days 35% of MRC
155 Days 60% of MRC
Upgrade Compensation
Product Type Amount Subject to Charge Back
Handset Upgrades and BYOD Upgrades $60 N/A
Definitions
1. Used vs. New Definition: If a Subscriber ID, IMEI, or SIM was assigned to a subscriber at the end of the prior day or earlier, then the data attribute is considered “Used”. Assignment is regardless of subscriber status.
2. New Activations: Subscribers with a New line of service, New IMEI, New SIM, and no prior device history on the T-Mobile network. Includes BYOD and BTS devices. Excludes Migration port-in Activations from T-Mobile or Sprint plans.
a. Device Origin Rule: Excludes Activations with a Walmart device or a Walmart SIM kit on a BYOD device. 3. Reactivations: Subscribers with a Used line of service, or a Used IMEI, or a Used SIM, or prior history on the T-Mobile
network. If any of these attributes are Used, then subscriber is a Reactivation. Includes BYOD and BTS devices. Excludes Migration port-in Reactivations from T-Mobile or Sprint plans.
4. Features:
a. Feature Activations: Eligible for features added to New Activations and Reactivations.
b. Feature Adds: Eligible for features added to existing subscribers.
c. Features added to Port-ins from T-Mobile and Sprint plans on the day of Activation or Reactivation are excluded.
d. For device protection bundles, the MRC for handset protection features will be based on the non-insurance portion of the MRC only. Insurance only features are excluded. See the SOC Appendix for rate plan and feature MRC.
e. Features added to Activations, Reactivations or existing subscribers with a Walmart device or Walmart SIM kit are eligible.
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5. Activation Retention Compensation:
a. Subscriber Tenure Rule: The subscriber must remain active as of the retention qualification date to be eligible for each payment. If the subscriber is suspended or canceled on the day of the qualification date following activation, then the payment is disqualified. Retention Compensation is eligible for True-Up. Transactions disqualified for this rule will not be displayed in Callidus.
• Example: The subscriber must remain active for 95 days following the activation date for the third Retention payment. If the subscriber is suspended or canceled on the 95th day following activation, then the third payment is disqualified.
• Example: If the subscriber is suspended at the time of the 35 day qualification date, and is active by the 65 day qualification date, the 65 day payment will pay and the 35 day payment is disqualified.
• True-Up Example: If the subscriber is suspended at the time of the 35 day qualification date, and is unsuspended on day 40 (during the 7 day true up period), the 35 day payment is qualified.
b. In order for retention payments to qualify, the initial Activation, Reactivation, or Feature must meet all applicable business rules.
c. Retention qualification dates are measured from the original activation date. For example, Activations on 10/1/20, will be eligible for a retention payment if the subscriber is active on 11/5/20.
6. Handset Upgrades: Existing subscriber that activates a new device. Excludes BYOD devices.
a. Device Origin Rule: Excludes Upgrades with a Walmart device. 7. BYOD Upgrades: Existing subscriber that activates a new or used BYOD device. Excludes former devices purchased
by a Dealer for Metro by T-Mobile plan activations.
a. Device Origin Rule: Excludes Upgrades with a Walmart SIM kit.
8. Charge Back:
a. New Activations, Reactivations, Feature Activation compensation and SPIFFs are subject to Charge Back if a subscriber is cancelled within 14 days of the Activation or Reactivation.
b. Subscribers activating or reactivating on the $5 First Month BYOD/Reactivation offer must be active as of day 65 to be eligible for compensation. Any paid amounts will be charged back if the subscriber deactivates prior to day 65 or is not active on day 65.
• Example: Subscriber activates on the $50 rate plan with BYOD $5 First Month free and cancels on Day 55. Dealer will be charged back $30 (60% X $50) and $17.50 (35% X $50) payments.
Business Rules
1. Compensation is qualified based on the subscriber’s end of day status, device, and rate plan. MRC for retention compensation is based on the MRC at the time of the qualification retention date. For example, if a subscriber activates and changes to a higher MRC plan on Day 60, the higher MRC is used for the 65-day retention payment. If a subscriber activates and changes to a lower MRC plan on Day 60, the lower MRC is used for the 65-day retention payment.
2. MRCs for tiered family plans will use the incremental MRC amount added to the BAN. See the SOC Appendix for MRC by rate plan.
3. Future-dated features and rate plans will be measured using the effective date of the feature or rate plan. For example, on day 30, a rate plan is changed from a $50 plan to a $60 plan with an effective future date of day 60. The 35-day payment will use the $50 MRC and the 65-day payment will use the $60 MRC.
4. Payments occur daily, 5 business days following the activation or retention qualification date.
Rule 01 Active Sub Rule: Subscriber must retain active status in the Metro by T-Mobile billing system through midnight on the transaction or retention qualification date. Subscribers in canceled or suspended status are disqualified. Applies to: New Activations, Reactivations, Feature Activations, Feature Adds, Handset and BYOD Upgrades, Retention Compensation Rule 02 Prior History Rule: The device associated with the transaction must not have prior history as recorded on the Metro by T-Mobile billing system. History is defined as a device that is assigned to a subscriber at the end of any previous date. Note that history may be archived in the billing system lookup tool, but history is not archived in the Dealer Compensation system. Applies to: Handset Upgrades only. New subscribers activated with an IMEI or SIM that has prior history are classified as transaction type Reactivation (see Definitions). Rule 06 Account Balance Rule:
• Subscriber’s Due Immediately balance must be $0.99 or less. Applies to: New Activations, Reactivations, Feature Activations, Feature Adds, and Retention Compensation.
• Subscriber’s Due Immediately balance must be $3.00 or less. Applies to: Handset and BYOD Upgrades.
Account Balance Rule True-Up: If the subscriber’s payment is posted within 7 calendar days, then the transaction will be compensated. The subscriber must also be active on the 7th calendar day following the transaction date. The True-Up occurs 2x per week, at the same time as the Rebate True-Up payment. See the monthly payment calendar for details.
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Rule 07 Same Day Upgrade Rule: A Handset Upgrade cannot occur on the same day as a New Activation for the same subscriber. Additionally, only one Handset Upgrade is commissionable per subscriber per day and only the last Upgrade transaction will be eligible. Applies to: Handset and BYOD Upgrades Rule 08 Multi-Upgrade Rule: The Handset Upgrade cannot occur within the first 30 days from the date of subscriber New Activation. Handset Upgrades after the first 30 days will be eligible for compensation. Additionally, only one BYOD upgrade is commissionable per subscriber per 180-day period. Applies to: Handset and BYOD Upgrades Rule 11 Reactivation 3-day Rule: Subscriber reactivation must occur at least 3 full days following device deactivation. Reactivations that occur within 3 calendar days of device deactivation are disqualified. The chart below illustrates this rule. For example, if a device is canceled on Monday, then the first date it is eligible for Reactivation compensation is Friday. Applies to: Reactivations, Feature Activations added to Reactivations
Disconnect Date
3-Day React Qualifying Date
Monday Friday
Tuesday Saturday
Wednesday Sunday
Thursday Monday
Friday Tuesday
Saturday Wednesday
Sunday Thursday
Reactivation 3-day Rule Exception: If the deactivated device is activated on a new subscriber within 3 days from deactivation, but the original subscriber remains active, then the Reactivation will qualify for compensation. At the end of the transaction date, there must be 2 subscribers active in the billing system (whereas prior to the reactivation transaction date there was only one active subscriber). Rule 13 SOC Eligibility Rule: The subscriber’s rate plan must be eligible for compensation. The following SOC types are not eligible for compensation: 1) Dealer employee Rate Plans, 2) $0 MRC Test Rate Plans Applies to: New Activations, Reactivations, Feature Activations, Feature Adds, Handset and BYOD Upgrades Rule 14 Same Day React Rule: Reactivations are disqualified if a commissionable Handset Upgrade occurs on the same day for the same subscriber. Applies to: Reactivations, Feature Activations added to Reactivations Feature Limit Rule: Feature compensation is limited to one (1) of each feature per subscriber, per 60-day period. If a feature is activated, removed, and the same feature is activated again within a 60-day period, then only the first feature activation is qualified and will continue to be eligible for Retention payments if within 155 days of the original feature activation. Features disqualified for this rule will not be displayed in Callidus. Applies to: Feature Activations, Feature Adds SOC Grouping: Feature compensation is limited to one (1) of the same type of feature per subscriber, per 60-day period. If a feature is activated, removed, and a similar feature is activated within a 60-day period, only the first feature activation is qualified. Features disqualified for this rule will not be displayed in Callidus. See the SOC Appendix for feature grouping. Applies to: Feature Activations, Feature Adds
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Audits and Standard Compensation: Audit Failures will result in the following Standard Compensation changes:
• 1st failure: Warning notification from Account Manager.
• 2nd failure: Warning notification from Account Manager and reduction from 60% to 50% for Activation MRC compensation for 30 days.
• 3rd failure: Warning notification from Account Manager and reduction from 60% to 50% for Activation MRC compensation for 90 days.
• 4th failure: Legal notice and reduction from 60% to 50% for Activation MRC compensation until 4 consecutive audits are passed.
• Compensation reduction will begin in the month following the month of failure.
• Results are on a 12 month rolling period. Passing four consecutive audits will reset a location. Examples:
Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022
Financial Impact
Fail
Warning Letter (no financial impact)
Fail Pass
None
Fail Pass Fail
Warning Letter and 10% MRC reduction for 30 days
Fail Pass Fail Fail
Warning Letter and 10% MRC reduction for 90 days
Fail Pass Fail Fail Fail
Warning Letter and 10% MRC reduction for 90 days
Fail Pass Fail Fail Fail Pass
Warning Letter and 10% MRC reduction for 90 days
Terms and Conditions:
T-Mobile reserves the right to cancel, change or extend the program(s) at any time. T-Mobile may audit Authorized Dealers to ensure the
Authorized Dealer is not engaging in business practices inconsistent with the spirit of the program(s). Compensation, rebate, and other payments
are subject to a charge back under Section 5.7.3 of the Indirect Dealer Agreement. All other terms of the Indirect Dealer Agreement are
incorporated herein and shall remain in full force and effect.
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ADD-A-LINE SPIFF
Product Type SPIFF Amount Subject to Charge Back
Reactivations on 2GPROMO $10 at Day 65 $10 at Day 155
No
Business Rules
1. SPIFF period is effective for transactions 1/1/22 - 1/31/22.
2. Excludes Reactivations with Dealer Sourced Inventory or BTS devices. Excludes Migration port-in Reactivations from T-
Mobile or Sprint plans.
3. Transactions must meet the following standard Callidus compensation business rules.
a. Active Sub Rule
b. Account Balance Rule (True-Up applies)
c. SOC Eligibility Rule
d. Termination Rule
e. Subscriber Tenure Rule
4. See the payment calendar for details.
5. Disputes will not be permitted.
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DEALER SOURCED INVENTORY (DSI) SPIFF
Product Type
DSI New Activations and DSI Upgrades
Qualification Date SPIFF Amount Subject to Charge Back
35 Days $20 Yes
65 Days $20 Yes
95 Days $20 Yes
Business Rules
1. SPIFF period is effective for transactions 1/1/22 - 1/31/22.
2. Eligible for Dealer Sourced Inventory New Activations (Non-Metro by T-Mobile Device and new SIM on the T-Mobile network
for the first time). DSI Activations will be qualified using POS data.
3. Eligible for Dealer Sourced Inventory Upgrades (Existing subscriber that activates a new DSI device). DSI Upgrades will be
qualified using POS data.
4. Activations, and Upgrades on the $25 Unlimited plans (PBYOD25, PBYODAL, PRTT25, PRTTAAL) are excluded.
5. Activations, and Upgrades on the Up to 50% Add-a-Line promotion (NEU151, NEU152, and NEU153) are excluded.
6. Excludes BTS devices. Excludes Migration port-in Activations from T-Mobile or Sprint plans.
7. New Activations and Upgrades will not be eligible for the SPIFF if a subscriber is cancelled within 14 days of the
Activation or Upgrade.
8. Transactions must meet the following standard Callidus compensation business rules.
a. Active Sub Rule
b. Prior History Rule
c. Account Balance Rule (True-Up applies)
d. Same Day Upgrade Rule
e. SOC Eligibility Rule
f. Termination Rule
g. Subscriber Tenure Rule
9. Payments will occur weekly to the location, upon qualification. See the payment calendar for details.
10. Disputes will not be permitted.
Terms and Conditions: T-Mobile reserves the right to cancel, change or extend the program(s) at any time. T-Mobile may audit Authorized Dealers to ensure the Authorized Dealer is not engaging in business practices inconsistent with the spirit of the program(s). Compensation, rebate, and other payments are subject to a charge back under Section 5.7.3 of the Indirect Dealer Agreement. All other terms of the Indirect Dealer Agreement are incorporated herein and shall remain in full force and effect.
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WHOLESALER DSI SPIFF Product Type SPIFF Amount Subject to Charge Back
DSI New Activations and DSI Upgrades at Day 35 $5 Yes
Business Rules
1. SPIFF period is effective for transactions 1/1/22 - 1/31/22.
2. This SPIFF is for activations of Exclusive SubDealer locations only.
3. This SPIFF is paid to the Wholesale Dealer of the location that processed the activation. Activations for locations directly
owned by the Wholesale Dealer are excluded.
4. Eligible for Dealer Sourced Inventory New Activations (Non-Metro by T-Mobile Device and new SIM on the T-Mobile
network for the first time). DSI Activations will be qualified using POS data.
5. Eligible for Dealer Sourced Inventory Upgrades (Existing subscriber that activates a new DSI device). DSI Upgrades will be
qualified using POS data.
6. Activations, and Upgrades on the $25 Unlimited plans (PBYOD25, PBYODAL, PRTT25, PRTTAAL) are excluded.
7. Activations, and Upgrades on the Up to 50% Add-a-Line promotion (NEU151, NEU152, and NEU153) are excluded.
8. Excludes BTS devices. Excludes Migration port-in Activations from T-Mobile or Sprint plans.
9. New Activations and Upgrades will not be eligible for the SPIFF if a subscriber is cancelled within 14 days of the
Activation or Upgrade.
10. Transactions must meet all standard Callidus compensation business rules.
a. Active Sub Rule
b. Prior History Rule
c. Account Balance Rule (True-Up applies)
d. Same Day Upgrade Rule
e. SOC Eligibility Rule
f. Termination Rule
g. Subscriber Tenure Rule
11. Payment will occur monthly. See the payment calendar for details.
12. Disputes will not be permitted.
Terms and Conditions: T-Mobile reserves the right to cancel, change or extend the program(s) at any time. T-Mobile may audit Authorized Dealers to ensure the Authorized Dealer is not engaging in business practices inconsistent with the spirit of the program(s). Compensation, rebate, and other payments are subject to a charge back under Section 5.7.3 of the Indirect Dealer Agreement. All other terms of the Indirect Dealer Agreement are incorporated herein and shall remain in full force and effect.
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PORT-IN SPIFF
The Port-in SPIFF provides a SPIFF for Dealers that port-in lines from T-Mobile or Sprint plans.
Product Type SPIFF Amount Subject to Charge Back
Migration New Activations $25 Yes
Migration Reactivations $25 Yes
Business Rules
1. SPIFF period is effective for transactions 1/1/22 - 1/31/22.
2. Migration New Activations and Reactivations are transactions where a new subscriber ports-in from T-Mobile or
Sprint plans on the same day as activation.
3. These transactions are excluded from all other compensation and SPIFFs, except the Device Rebate Program and
the AutoPay SPIFF.
4. Charge Back: Migration New Activations and Reactivations are subject to Charge Back if a subscriber is cancelled
within 14 days of the Activation or Reactivation.
5. New Activations and Reactivations must meet all standard Callidus compensation business rules.
a. Active Sub Rule
b. Prior History Rule
c. Account Balance Rule (True-Up applies)
d. 3-Day React Rule (exception applies)
e. Same Day React Rule
f. SOC Eligibility Rule
g. Termination Rule
6. These activations will be displayed on the Transaction report as Migration New Activation and Migration
Reactivation.
7. Payments occur daily, 5 business days following activation.
8. Disputes will not be permitted.
Terms and Conditions:
T-Mobile reserves the right to cancel, change or extend the program(s) at any time. T-Mobile may audit Authorized Dealers to ensure the
Authorized Dealer is not engaging in business practices inconsistent with the spirit of the program(s). Compensation, rebate, and other payments
are subject to a charge back under Section 5.7.3 of the Indirect Dealer Agreement. All other terms of the Indirect Dealer Agreement are
incorporated herein and shall remain in full force and effect.
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AUTOPAY SPIFF
Product Type Qualification Date SPIFF Amount Subject to
Chargeback
New AutoPay enrollments for all New or Existing BANs
First autopay payment, 35 Days
$5
N/A
AutoPay Retention
SPIFF amount if Location attains below
10% January 2022 AutoPay attachment
SPIFF amount if Location attains 10% or higher
January 2022 AutoPay attachment
35 Days $1 $2
65 Days $1 $2
95 Days $1 $2
125 Days $1 $2
155 Days $1 $2
185 Days $1 $2
215 Days $1 $2
245 Days $1 $2
275 Days $1 $2
305 Days $1 $2
335 Days $1 $2
365 Days $1 $2
Business Rules 1. SPIFF period is effective for transactions 1/1/22 - 1/31/22.
2. Customer Tenure Rule: The subscriber BAN must remain active for the qualification period following the activation date to
be eligible for each SPIFF payment. If the BAN is suspended or canceled on the last day of the qualification period
following activation, then the SPIFF payment is disqualified.
3. AutoPay Draft Rule: The autopay must successfully draft for each SPIFF to be eligible.
4. Dealer Assignment: SPIFF is assigned to the first Dealer to register autopay for a subscriber’s account (BAN). If AutoPay
is added, removed and added again, only the first AutoPay add is eligible.
5. Limit Rule: AutoPay SPIFF is limit 1 per subscriber account (BAN).
6. An Activation or Upgrade does not need to occur at the time of AutoPay enrollment for the AutoPay to be eligible for the
SPIFFs.
7. If a subscriber is migrated to a new BAN and AutoPay is added, that enrollment is not eligible for the SPIFF.
8. Migrations from T-Mobile and Sprint plans are eligible for this SPIFF.
9. Disputes will not be permitted.
Auto Pay Attachment Rate:
1. AutoPay attachment rate formula:
Number of new or existing BANs with an AutoPay enrollment
Number of new or existing BANs with BAN Activity
2. BAN Activity is defined as an Activation, Reactivation, Upgrade, or Device Swap.
a. All Upgrades and swaps, including Metro by T-Mobile devices, BYOD devices and FRU exchanges are included.
b. Includes activity within and outside of 180 days.
3. AutoPay enrollments on new or existing BANs will count toward the attainment even if there is no BAN Activity.
a. Example: Location A adds AutoPay with a bill payment on 1/1. That enrollment will count toward the numerator.
The denominator will have an opportunity added to achieve 100% (1/1) for that enrollment.
4. Opportunity Group Rule: BAN activity will count as an opportunity once per BAN, per location, per day.
a. Examples:
i. Location A completes 2 Activations on 1/1. This will count as one opportunity in the denominator on 1/1.
ii. Location A completes 2 Activations on 1/1. Location B completes 1 Activation for the same BAN on 1/1.
Each location will have one opportunity counted in the denominator on 1/1.
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5. Opportunity Attainment Rule: Once a BAN has added AutoPay, that BAN will no longer count as an opportunity for the
attachment rate after the date of enrollment.
a. Example: Location A completes an AutoPay enrollment and an Activation on 1/1. Location B completes 1
Activation for the same BAN on 1/10. Location A will have one enrollment and opportunity counting toward the
attachment rate. Location B will not have an opportunity counting toward the rate as the BAN already has an
enrollment.
6. If the AutoPay is canceled, the BAN will not count again toward the attachment rate until 12 months after the first
enrollment. Each BAN can contribute to the attachment rate once per 12 months.
7. New accounts created due to move subscriber activity are not considered new accounts. If an account is migrated to a
new account and AutoPay is added, that enrollment does not count toward attainment.
8. The AutoPay attachment rate for the month of AutoPay enrollment will be used for the AutoPay retention payments. For
example, if the January AutoPay attachment rate is 12% and the AutoPay enrollment occurs on 1/10, the retention
payments for that AutoPay enrollment will be $2 at each retention interval.
9. Migrations from T-Mobile and Sprint plans will count toward the AutoPay attachment rate.
10. For newly opened locations, the location will have 3 full months of a guaranteed AutoPay attachment rate.
a. Examples:
i. If a location opens on 4/1, the location will have a 100% AutoPay rate used for April, May and June.
ii. If a location opens on 4/15, the location will have a 100% AutoPay rate used for April, May, June, and
July.
11. Standard Compensation rules apply to transactions included in the AutoPay attach rate calculation.
a. Active Sub Rule
b. 3-Day React Rule (exception applies)
c. Same Day React Rule
d. Termination Rule
e. 30 Day Upgrade Rule
Terms and Conditions: T-Mobile reserves the right to cancel, change or extend the program(s) at any time. T-Mobile may audit Authorized Dealers to ensure the Authorized Dealer is not engaging in business practices inconsistent with the spirit of the program(s). Compensation, rebate, and other payments are subject to a charge back under Section 5.7.3 of the Indirect Dealer Agreement. All other terms of the Indirect Dealer Agreement are incorporated herein and shall remain in full force and effect.
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SERVICE PAYMENT SPIFF
Product Type Payment Qualifier SPIFF Amount Subject to
Charge Back
Service payments of $25 or higher for Existing and Reactivation BANs
December 2021 AutoPay attachment rate of 10% at the location level
$1.00 N/A
Business Rules 1. SPIFF period is effective for transactions 1/1/22 - 1/31/22.
2. This SPIFF is paid to the location that processes the QPay payment.
3. Payments must be a minimum of $25 or higher and processed in QPay. Payments taken via metrobyt-mobile.com or
the MyMetro app are not eligible.
4. Payments at the time of a New Activation are excluded.
5. Limit one SPIFF Payment per BAN per 30 days.
6. This SPIFF will be paid twice a week at the door level through QPay. See the payment calendar for payment dates
7. For February service payments, this SPIFF will have a qualifier of a 10% January AutoPay attachment rate at the
location level.
8. Disputes are not permitted.
SERVICE PAYMENT SPIFF – WHOLESALE DEALER
Product Type Payment Qualifier SPIFF Amount Subject to
Charge Back
Service payments of $25 or higher for Existing and Reactivation BANs processed by a Sub-Dealer location
December 2021 AutoPay attachment rate of 10% at the location level
$0.25 N/A
Business Rules 1. SPIFF period is effective for transactions 1/1/22 - 1/31/22.
2. This SPIFF is paid to the Wholesale Dealer of the location that processes the QPay payment. Locations directly
owned by the Wholesale Dealer are excluded.
3. Payments must be a minimum of $25 or higher and processed in QPay. Payments taken via metrobyt-mobile.com or
the MyMetro app are not eligible.
4. Payments at the time of a New Activation are excluded.
5. Limit one SPIFF Payment per BAN per 30 days.
6. This SPIFF will be paid monthly at a Dealer level through QPay. See the payment calendar for payment dates.
7. For February service payments, this SPIFF will have a qualifier of a 10% January AutoPay attachment rate at the
location level.
8. Disputes are not permitted.
Auto Pay Attachment Rate:
1. AutoPay attachment rate formula:
Number of new or existing BANs with an AutoPay enrollment
Number of new or existing BANs with BAN Activity
2. BAN Activity is defined as an Activation, Reactivation, Upgrade, or Device Swap.
a. All Upgrades and swaps, including Metro by T-Mobile devices, BYOD devices and FRU exchanges are
included.
b. Includes activity within and outside of 180 days.
3. AutoPay enrollments on new or existing BANs will count toward the attainment even if there is no BAN Activity.
a. Example: Location A adds AutoPay with no other transaction on 1/1. That enrollment will count toward the
numerator. The denominator will have an opportunity added to achieve 100% (1/1) for that enrollment.
4. Opportunity Group Rule: BAN activity will count as an opportunity once per BAN, per location, per day.
a. Examples:
i. Location A completes 2 Activations on 1/1. This will count as one opportunity in the denominator on
1/1.
ii. Location A completes 2 Activations on 1/1. Location B completes 1 Activation for the same BAN on
1/1. Each location will have one opportunity counted in the denominator on 1/1.
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5. Opportunity Attainment Rule: Once a BAN has added AutoPay, that BAN will no longer count as an opportunity for
the attachment rate after the date of enrollment.
a. Example: Location A completes an AutoPay enrollment and an Activation on 1/1. Location B
completes 1 Activation for the same BAN on 1/10. Location A will have one enrollment and
opportunity counting toward the attachment rate. Location B will not have an opportunity counting
toward the rate as the BAN already has an enrollment.
6. If the AutoPay is canceled, the BAN will not count again toward the attachment rate until 12 months after the first
enrollment. Each BAN can contribute to the attachment rate once per 12 months.
7. New accounts created due to move subscriber activity are not considered new accounts. If an account is migrated to
a new account and AutoPay is added, that enrollment does not count toward attainment.
8. Migrations from T-Mobile and Sprint plans will count toward the AutoPay attachment rate.
9. For newly opened locations, the location will have 3 full months of a guaranteed AutoPay attachment rate.
a. Examples:
i. If a location opens on 4/1, the location will have a 100% AutoPay rate used for March, April, and
May.
ii. If a location opens on 4/15, the location will have a 100% AutoPay rate used for March, April,
May, and June.
10. Standard Compensation rules apply to transactions included in the AutoPay attach rate calculation.
a. Active Sub Rule
b. 3-Day React Rule (exception applies)
c. Same Day React Rule
d. Termination Rule
e. 30 Day Upgrade Rule
Terms and Conditions: T-Mobile reserves the right to cancel, change or extend the program(s) at any time. T-Mobile may audit Authorized Dealers to ensure the Authorized Dealer is not engaging in business practices inconsistent with the spirit of the program(s). Compensation, rebate, and other payments are subject to a charge back under Section 5.7.3 of the Indirect Dealer Agreement. All other terms of the Indirect Dealer Agreement are incorporated herein and shall remain in full force and effect.
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HIGH COST MARKET ACTIVATION INCENTIVE
Type Amount Subject to Charge Back
New Activations and Reactivations $3 Yes
Business Rules
1. This incentive is for Exclusive Dealers in the following markets only: Seattle, Los Angeles, San Diego, San Francisco, New
York.
2. Eligible for New Activations and Reactivations, including BYOD and BTS devices. Excludes Migration port-in
Activations from T-Mobile or Sprint plans.
3. Charge Back: New Activations and Reactivations are subject to Charge Back if a subscriber is cancelled within 14 days of the Activation or Reactivation.
4. New Activations and Reactivations must meet all standard Callidus compensation business rules.
a. Active Sub Rule
b. Prior History Rule
c. Account Balance Rule (True-Up applies)
d. 3-Day React Rule (exception applies)
e. Same Day React Rule
f. SOC Eligibility Rule
g. Termination Rule
5. This incentive will display on the Transaction report as Market SPIFF.
6. Payments occur daily, 5 business days following activation.
Terms and Conditions: T-Mobile reserves the right to cancel, change or extend the program(s) at any time. T-Mobile may audit Authorized Dealers to ensure the Authorized Dealer is not engaging in business practices inconsistent with the spirit of the program(s). Compensation, rebate, and other payments are subject to a charge back under Section 5.7.3 of the Indirect Dealer Agreement. All other terms of the Indirect Dealer Agreement are incorporated herein and shall remain in full force and effect.
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DEVICE TRADE-IN PROGRAM Customers that Trade-In an eligible device can receive a Trade-In amount to apply to the purchase of a new device.
Type Amount Subject to Charge Back
New Activations and Upgrades with a customer Trade-In amount applied to the purchase of a new device
Trade-In amount applied Yes
1. Business Rule 70: Fully reimbursed Trade-In
Dealer will be reimbursed for any Trade-In Value discount(s), as applicable. The Trade-In value will be reimbursed first,
and any promotional rebates will be reduced based on the Trade-In value applied to the device sale.
Example 1: Trade-In is stacked with Rebate. Trade-In is reimbursed in full, with no change to Rebates. The
Rebates do not change because the Total Customer Price is not less than $0 (the “floor”) when Trade-In and Rebates
are stacked.
OnePlus Nord N10: Upgrade with stackable Trade-In
Customer Full Retail Price $299.99
Customer Applied Trade-In ($150.00)
Customer Price After Trade-In $149.99
Applied Upgrade Savings ($70.00)
Total Customer Price after Trade-In & Rebate
$79.99
Dealer Trade-In Reimbursement $150.00
Dealer Rebate Reimbursement $50.01 (no change)
Example 2: Trade-In is stacked with Rebate. Trade-In is reimbursed in full, and Rebates are reduced. Dealers
are still kept whole on the total customer discount. The Rebates do change because the Total Customer Price is
less than or equal to $0 (the “floor”) when Trade-In and Rebates are stacked. The Excess amount of the Trade-In is
applied first, and therefore reduces the Rebate.
Regular Rebate Reimbursements, with no Trade-Ins:
Model SKU New Act/Upgrade New Line Plus
OnePlus Nord N10 5G 610214666802 $50.01 $120.00
Rebate Reimbursement, when excess Trade-In covers a portion of the rebate discount:
OnePlus Nord N10: New Line Plus with stackable Trade-In
Customer Full Retail Price $299.99
Customer Applied Trade-In ($150.00)
Customer Price After Trade-In $149.99
Applied New Line Plus Savings ($149.99)
Total Customer Price after Trade-In & Rebate
$0.00
Dealer Trade-In Reimbursement $150.00
Dealer Rebate Reimbursement $130.00
($50.01 + $120 - $40.01 excess)
New Line Plus Promo Savings
$190.00
Applied New Line Plus Savings
$149.99
Excess Rebate covered by Trade-In
($40.01)
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Example 3: Trade-In is stacked with Port & Trade Rebate. Trade-In is reimbursed in full, and the remaining
Rebate amount is reduced to keep Dealers whole on the total customer discount. The Excess amount of the
Trade-In is applied first, and therefore reduces the Rebate.
Regular Rebate Reimbursements, with no Trade-Ins:
Model SKU New Act/Upgrade
Samsung A52 5G 610214669063 $81.01
Rebate Reimbursement:
Samsung A52 5G: Port & Trade with stackable Trade-In
Customer Full Retail Price $499.99
Customer Applied Trade-In ($50.00)
Customer Price After Trade-In $449.99
Applied Port & Trade Savings ($300.00)
Total Customer Price after Trade-In & Rebate
$149.99
Dealer Trade-In Reimbursement $50.00
Dealer Rebate Reimbursement $281.01
($81.01 + $200)
2. Business Rule 71: Trade-In not received at Assurant.
Charge back of the Trade-In Value will occur if Dealer does not return Trade-In Program Devices within 30 days of
Trade-In transaction.
3. Business Rule 72: Trade-In value actual (as determined by Assurant) is less than amount given to customer
A charge back of a portion of the Trade-In Value will occur if the assessed amount of the initial Trade-In Value is lower
than the Trade-In Value given to customer at the time of the Trade-In.
Charge back of the Trade-In Value may occur for any failure to follow the requirements of the Trade-In Program, which
may be modified by Company from time-to-time, including, but not limited to, if any Trade-In Program Device:
a. Is determined to be the wrong model as compared to what was initially indicated by the Dealer or Customer
b. Has additional damage of any kind, whether visible or invisible including, but not limited to:
i. Screen damage
ii. Liquid Damage Indicator (LDI) Damage
iii. The device will not power on or stay on without being connected to a charger
c. Has an incorrect IMEI/SN or related error
d. Does not have Anti-Theft features disabled. Anti-Theft features, including Find My iPhone (FMiP), must be
disabled on all Apple and Android devices
e. Is found to be lost or stolen.
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DEVICE REBATE PROGRAM - Effective 1/27/2022 The Device Rebate Program provides Dealer reimbursement for all device margin and promo rebates.
▪ The Handset Margin and 180-day Upgrade rebates reimburse the Dealer to be paid a $2 margin based on the Upgrade pricing. The iPhone SE2 is excluded from margin payments.
▪ The Promo rebates reimburse the subscriber discount related to the promo, to keep the Dealer whole on the discount provided to the subscriber.
▪ Rebates prior to January 27 can be referenced in the January Program Guidelines v.6.
Handset Margin Reimbursement Promo Reimbursement
Model SKU New Act/ Upgrade
180-day Upgrade/ Free Line of Service/ Save $15/2GPROMO
New Line New Line
Plus Switcher
Switcher Plus
BYOD (No Switcher Limit) BYOD NA NA N/A NA $10.00 NA
T-Mobile Hotspot (BTS) 610214671158 ($31.74) ($31.74) $79.99 - - -
Pintrac Pet Tracker (BTS) 610214661340 ($28.99) ($28.99) $99.99 - - -
Samsung Chromebook Go (BTS) 610214671066 ($14.00) ($14.00) $110.00 - - -
Samsung Galaxy A7 Lite (BTS)
610214669919 ($14.99) ($14.99) $120.00 - - -
Alcatel JOY TAB (BTS) 610214662705 $42.01 $42.01 $50.00 - - -
Alcatel JOY TAB 2 (BTS) 610214666321 ($5.49) ($5.49) $90.00 - - -
Alcatel JOY TAB 2 (BTS) 610214666338 ($5.49) ($5.49) $90.00 - - -
LG G Pad (BTS) 610214665379 ($18.99) ($18.99) $150.00 - - -
Timex Family Connect (BTS)
610214661357 ($0.99) ($0.99) $159.99 - - -
MetroSMART Ride 600MHZ (BTS)
610214659552 ($8.99) ($8.99) $99.99 - - -
Alcatel Linkzone 2 (BTS) 610214664679 ($1.99) ($1.99) $79.99 - - -
Alcatel Linkzone (BTS) 610214655387 $11.01 $11.01 $49.99 - - -
Alcatel Go Flip 4 610214670458 $18.30 ($31.70) $49.99 - $49.99 -
Alcatel Go Flip 3 610214661470 $24.01 ($25.99) $49.99 - $49.99 -
Alcatel 7 610214657398 $165.00 $15.01 - - - -
LG Aristo 5 610214663887 $53.01 ($36.99) $69.99 - $69.99 -
LG Aristo 3 610214659460 $121.00 ($18.99) - - - -
LG Stylo 5 610214660770 $107.01 ($12.99) $119.99 - $119.99 -
LG Stylo 6 610214663658 $33.01 ($26.99) $199.99 - $199.99 -
LG K30 610214658623 $161.00 $11.01 - - - -
LG K51 610214663719 $30.01 ($29.99) $129.99 - $129.99 -
Moto G Power 610214671189 $39.01 ($30.99) $80.00 $119.99 $119.99 -
Moto G Pure 610214671042 $50.01 ($29.99) $79.99 - $79.99 -
Moto One 5G Ace 610214667052 $51.01 ($8.99) $100.00 $130.00 $130.00 $190.00
Moto G Play 610214667021 $56.01 ($33.99) $69.99 - $69.99 -
Moto e 610214663467 $51.01 ($38.99) $69.99 - $69.99 -
Moto G Stylus 5G 610214669261 $36.01 ($23.99) $100.00 $199.99 $199.99 -
Moto G Stylus 610214663474 $31.01 ($28.99) $100.00 $130.00 $130.00 $179.99
Nokia X100 610214671028 $53.01 ($26.99) $80.00 $179.99 $179.99 -
OnePlus Nord N100 610214666796 $23.01 ($26.99) $129.99 - $129.99 -
OnePlus Nord N10 5G 610214666802 $50.01 ($19.99) $90.00 $180.00 $180.00 $229.99
OnePlus Nord N200 610214669612 $49.51 ($30.49) $80.00 $149.99 $149.99 -
T-Mobile REVVL V 610214670502 $76.01 n/a $19.99 - $19.99 -
T-Mobile REVVL V+ 5G 610214669254 $36.01 ($33.99) $90.00 $129.99 $129.99 -
T-Mobile REVVL 4 610214664884 $47.01 ($22.99) $49.99 - $49.99 -
T-Mobile REVVL 4+ 610214664877 $32.01 ($27.99) $100.00 $129.99 $129.99 -
T-Mobile REVVL 5G 610214665966 $72.01 ($27.99) $60.00 $90.00 $90.00 $120.00
T-Mobile REVVLRY 32GB 610214667458 $66.01 ($43.99) $39.99 - $39.99 -
Samsung Galaxy A13 5G 610214672940 $51.01 ($28.99) $80.00 $189.99 $189.99 -
Samsung Galaxy A03s 610214672964 $46.01 ($33.99) $80.00 $99.99 $99.99 -
Samsung Galaxy A02s 610214669308 $51.01 ($38.99) $69.99 - $69.99 -
Samsung Galaxy A02s 610214669087 $51.01 ($38.99) $69.99 - $69.99 -
Samsung Galaxy A01 610214663306 $61.01 ($38.99) $59.99 - $59.99 -
Samsung A11 610214664365 $26.01 ($33.99) $129.99 - $129.99 -
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Model SKU New Act/ Upgrade
180-day Upgrade/ Free Line of Service/ Save $15/2GPROMO
New Line New Line
Plus Switcher
Switcher Plus
Samsung A12 610214668899 $26.01 ($33.99) $129.99 $129.99 $129.99 -
Samsung A12 610214669025 $26.01 ($33.99) $129.99 $129.99 $129.99 -
Samsung A20 610214661197 $111.01 ($8.99) $119.99 - $119.99 -
Samsung A21 610214664389 $31.01 ($28.99) $199.99 - $199.99 -
Samsung Galaxy A32 5G 610214668905 $61.01 ($28.99) $70.00 $100.00 $100.00 $199.99
Samsung Galaxy A32 5G 610214669049 $61.01 ($28.99) $70.00 $100.00 $100.00 $199.99
Samsung A51 5G 610214664754 $131.01 ($18.99) $150.00 $250.00 $250.00 $250.00
Samsung Galaxy A52 5G
610214669063 $81.01 ($18.99) $60.00 $200.00 $200.00 $300.00
Samsung Galaxy S21 FE
610214670267 $41.01 ($18.99) $100.00 $130.00 $130.00 $200.00
TCL 20 XE 610214670649 $54.85 ($35.15) $69.99 - $69.99 -
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Model SKU New Act/ Upgrade
180-day Upgrade/ Free Line of Service/ Save $15/2GPROMO
New Line
New Line Plus
Switcher Switcher
Plus
iPhone XR 64G BLUE (Shipped 11/3/20 or later) 190198776501 $70.01 $20.01 $100.00 $100.00 $100.00 $400.00
iPhone XR 64G WHITE (Shipped 11/3/20 or later) 190198776426 $70.01 $20.01 $100.00 $100.00 $100.00 $400.00
iPhone XR 64G WHITE (Shipped 11/3/20 or later) 194252140413 $70.01 $20.01 $100.00 $100.00 $100.00 $400.00
iPhone XR NP 64G BLACK (Shipped 11/3/20 or later) 190198776402 $70.01 $20.01 $100.00 $100.00 $100.00 $400.00
iPhone XR NP 64G BLACK (Shipped 11/3/20 or later) 194252140390 $70.01 $20.01 $100.00 $100.00 $100.00 $400.00
iPhone XR 64G BLUE (Shipped 9/20/19-11/2/20) 190198776501 $170.01 $120.01 $100.00 $100.00 $100.00 $400.00
iPhone XR 64G WHITE (Shipped 9/20/19-11/2/20) 190198776426 $170.01 $120.01 $100.00 $100.00 $100.00 $400.00
iPhone XR 64G BLACK (Shipped 9/20/19-11/2/20) 190198776402 $170.01 $120.01 $100.00 $100.00 $100.00 $400.00
iPhone XR 64G BLUE (Shipped before 9/20/19)
190198776501 $320.01 $270.01 $100.00 $100.00 $100.00 $400.00
iPhone XR 64G WHITE (Shipped before 9/20/19)
190198776426 $320.01 $270.01 $100.00 $100.00 $100.00 $400.00
iPhone XR 64G BLACK (Shipped before 9/20/19)
190198776402 $320.01 $270.01 $100.00 $100.00 $100.00 $400.00
iPhone SE2 64GB Black (Shipped 11/3/20 or later) 194252145319 $50.01 $.01 $100.00 $100.00 $100.00 $349.99
iPhone SE2 64GB Black 190199503526 $50.01 $.01 $100.00 $100.00 $100.00 $349.99
iPhone SE2 64GB Red 190199503564 $50.01 $.01 $100.00 $100.00 $100.00 $349.99
iPhone 11 BLACK (Shipped 10/1/21-forward) 194252096710 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 11 BLACK (Shipped 9/23/21-forward) 190199220539 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 11 PURPLE (Shipped 9/23/21-forward) 190199220614 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 11 GREEN (Shipped 9/23/21-forward) 190199220638 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 11 RED (Shipped 9/23/21-forward) 190199220577 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 11 BLACK (Shipped 11/3/20-9/30/21) 194252096710 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 11 BLACK (Shipped 11/3/20-9/22/21) 190199220539 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 11 PURPLE (Shipped 11/3/20-9/22/21) 190199220614 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 11 GREEN (Shipped 11/3/20-9/22/21) 190199220638 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 11 RED (Shipped 11/3/20-9/22/21) 190199220577 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 11 BLACK (Shipped before 11/3/20) 190199220539 $270.01 $220.01 $50.00 $50.00 $50.00 $150.00
iPhone 11 PURPLE (Shipped before 11/3/20) 190199220614 $270.01 $220.01 $50.00 $50.00 $50.00 $150.00
iPhone 11 GREEN (Shipped before 11/3/20) 190199220638 $270.01 $220.01 $50.00 $50.00 $50.00 $150.00
iPhone 11 RED (Shipped before 11/3/20) 190199220577 $270.01 $220.01 $50.00 $50.00 $50.00 $150.00
iPhone 11 PRO GREY (Shipped 9/23/21-forward) 190199392526 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 11 PRO GREEN (Shipped 9/23/21-forward) 190199392588 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 11 PRO GREY (Shipped before 9/23/21) 190199392526 $270.01 $220.01 $50.00 $50.00 $50.00 $150.00
iPhone 11 PRO GREEN (Shipped before 9/23/21) 190199392588 $270.01 $220.01 $50.00 $50.00 $50.00 $150.00
iPhone 11 PRO MAX GREY (Shipped 9/23/21-forward) 190199380677 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 11 PRO MAX GREEN (Shipped 9/23/21-forward) 190199380738 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 11 PRO MAX GREY (Shipped before 9/23/21) 190199380677 $270.01 $220.01 $50.00 $50.00 $50.00 $150.00
iPhone 11 PRO MAX GREEN (Shipped before 9/23/21) 190199380738 $270.01 $220.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 64G Black (Shipped 9/23/21-forward) 194252028698 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 64G White (Shipped 9/23/21-forward) 194252028704 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 64G Red (Shipped 9/23/21-forward) 194252028711 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 64G Blue (Shipped 9/23/21-forward) 194252028728 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 64G Green (Shipped 9/23/21-forward) 194252028735 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 64G Purple (Shipped 9/23/21-forward) 194252429686 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 64G Black (Shipped before 9/23/21) 194252028698 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 64G White (Shipped before 9/23/21) 194252028704 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 64G Red (Shipped before 9/23/21) 194252028711 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 64G Blue (Shipped before 9/23/21) 194252028728 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 64G Green (Shipped before 9/23/21) 194252028735 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 64G Purple (Shipped before 9/23/21) 194252429686 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 128G Blue (Shipped 9/23/21-forward) 194252028773 $21.00 $21.00 - - - -
iPhone 12 128G Black (Shipped 9/23/21-forward) 194252028742 $21.00 $21.00 - - - -
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January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
Model SKU New Act/ Upgrade
180-day Upgrade/ Free Line of Service/ Save $15/2GPROMO
New Line
New Line Plus
Switcher Switcher
Plus
iPhone 12 128G Red (Shipped 9/23/21-forward) 194252028766 $21.00 $21.00 - - - -
iPhone 12 128G Green (Shipped 9/23/21-forward) 194252028780 $21.00 $21.00 - - - -
iPhone 12 128G White (Shipped 9/23/21-forward) 194252028759 $21.00 $21.00 - - - -
iPhone 12 128G Blue (Shipped before 9/23/21) 194252028773 $120.01 $120.01 - - - -
iPhone 12 128G Black (Shipped before 9/23/21) 194252028742 $120.01 $120.01 - - - -
iPhone 12 128G Red (Shipped before 9/23/21) 194252028766 $120.01 $120.01 - - - -
iPhone 12 128G Green (Shipped before 9/23/21) 194252028780 $120.01 $120.01 - - - -
iPhone 12 128G White (Shipped before 9/23/21) 194252028759 $120.01 $120.01 - - - -
iPhone 12 Pro 128G Gray (Shipped 9/23/21-forward) 194252036891 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro 128G Silver (Shipped 9/23/21-forward) 194252036907 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro 128G Blue (Shipped 9/23/21-forward) 194252036921 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro 128G Gold (Shipped 9/23/21-forward) 194252036914 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro 128G Gray (Shipped before 9/23/21) 194252036891 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro 128G Silver (Shipped before 9/23/21) 194252036907 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro 128G Blue (Shipped before 9/23/21) 194252036921 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro 128G Gold (Shipped before 9/23/21) 194252036914 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro Max 128 GB Gray (Shipped 9/23/21-forward) 194252020401 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro Max 128 GB Silver (Shipped 9/23/21-forward) 194252020418 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro Max 128 GB Gold (Shipped 9/23/21-forward) 194252020425 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro Max 128 GB Blue (Shipped 9/23/21-forward) 194252020432 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro Max 128 GB Gray (Shipped before 9/23/21) 194252020401 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro Max 128 GB Silver (Shipped before 9/23/21) 194252020418 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro Max 128 GB Gold (Shipped before 9/23/21) 194252020425 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro Max 128 GB Blue (Shipped before 9/23/21) 194252020432 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 Pro 256G Pacific Blue (Shipped 9/23/21-forward) 194252036969 $21.00 $21.00 - - - -
iPhone 12 Pro 256G Pacific Blue (Shipped before 9/23/21) 194252036969 $120.01 $120.01 - - - -
iPhone 12 Mini 64 GB Black (Shipped 9/23/21-forward) 194252011997 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Mini 64 GB Red (Shipped 9/23/21-forward) 194252012017 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Mini 64 GB Black (Shipped 9/23/21-forward) 194252012291 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Mini 64 GB White (Shipped 9/23/21-forward) 194252012307 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Mini 64 GB Red (Shipped 9/23/21-forward) 194252012314 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Mini 64 GB Blue (Shipped 9/23/21-forward) 194252012321 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Mini 64 GB Green (Shipped 9/23/21-forward) 194252012338 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 12 Mini 64 GB Black (Shipped before 9/23/21) 194252011997 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 Mini 64 GB Red (Shipped before 9/23/21) 194252012017 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 Mini 64 GB Black (Shipped before 9/23/21) 194252012291 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 Mini 64 GB White (Shipped before 9/23/21) 194252012307 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 Mini 64 GB Red (Shipped before 9/23/21) 194252012314 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 Mini 64 GB Blue (Shipped before 9/23/21) 194252012321 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 12 Mini 64 GB Green (Shipped before 9/23/21) 194252012338 $170.01 $120.01 $50.00 $50.00 $50.00 $150.00
iPhone 13 mini 128GB Black 194252836873 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 mini 128GB Blue 194252836910 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 mini 128GB Pink 194252836897 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 mini 128GB Red 194252836903 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 mini 128GB White 194252836880 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 mini 256GB Black 194252836927 $21.00 $21.00 - - - -
iPhone 13 mini 256GB Blue 194252836965 $21.00 $21.00 - - - -
iPhone 13 mini 256GB Pink 194252836941 $21.00 $21.00 - - - -
iPhone 13 mini 256GB Red 194252836958 $21.00 $21.00 - - - -
iPhone 13 mini 256GB White 194252836934 $21.00 $21.00 - - - -
iPhone 13 mini 512GB Black 194252836972 $21.00 $21.00 - - - -
iPhone 13 mini 512GB Blue 194252837016 $21.00 $21.00 - - - -
iPhone 13 mini 512GB Pink 194252836996 $21.00 $21.00 - - - -
iPhone 13 mini 512GB Red 194252837009 $21.00 $21.00 - - - -
iPhone 13 mini 512GB White 194252836989 $21.00 $21.00 - - - -
P a g e 22 | 35 Last Update: 1/26/2022
T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
Model SKU New Act/ Upgrade
180-day Upgrade/ Free Line of Service/ Save $15/2GPROMO
New Line
New Line Plus
Switcher Switcher
Plus
iPhone 13 128GB Black 194252838174 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 128GB Blue 194252838204 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 128GB Pink 194252838198 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 128GB Red 194252861813 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 128GB White 194252838181 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 256GB Black 194252838211 $21.00 $21.00 - - - -
iPhone 13 256GB Blue 194252838259 $21.00 $21.00 - - - -
iPhone 13 256GB Pink 194252838235 $21.00 $21.00 - - - -
iPhone 13 256GB Red 194252838242 $21.00 $21.00 - - - -
iPhone 13 256GB White 194252838228 $21.00 $21.00 - - - -
iPhone 13 512GB Black 194252838266 $21.00 $21.00 - - - -
iPhone 13 512GB Blue 194252838303 $21.00 $21.00 - - - -
iPhone 13 512GB Pink 194252838280 $21.00 $21.00 - - - -
iPhone 13 512GB Red 194252838297 $21.00 $21.00 - - - -
iPhone 13 512GB White 194252838273 $21.00 $21.00 - - - -
iPhone 13 Pro 128GB Blue 194252876749 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 Pro 128GB Gold 194252876732 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 Pro 128GB Gray 194252876718 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 Pro 128GB Silver 194252876725 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 Pro 256GB Blue 194252869543 $21.00 $21.00 - - - -
iPhone 13 Pro 256GB Gold 194252869536 $21.00 $21.00 - - - -
iPhone 13 Pro 256GB Gray 194252869512 $21.00 $21.00 - - - -
iPhone 13 Pro 256GB Silver 194252869529 $21.00 $21.00 - - - -
iPhone 13 Pro 512GB Blue 194252876787 $21.00 $21.00 - - - -
iPhone 13 Pro 512GB Gold 194252876770 $21.00 $21.00 - - - -
iPhone 13 Pro 512GB Gray 194252876756 $21.00 $21.00 - - - -
iPhone 13 Pro 512GB Silver 194252876763 $21.00 $21.00 - - - -
iPhone 13 Pro 1TB Blue 194252876824 $21.00 $21.00 - - - -
iPhone 13 Pro 1TB Gold 194252876817 $21.00 $21.00 - - - -
iPhone 13 Pro 1TB Gray 194252876794 $21.00 $21.00 - - - -
iPhone 13 Pro 1TB Silver 194252876800 $21.00 $21.00 - - - -
iPhone 13 Pro Max 128GB Blue 194252840733 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 Pro Max 128GB Gold 194252840726 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 Pro Max 128GB Gray 194252840702 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 Pro Max 128GB Silver 194252840719 $71.00 $21.00 $50.00 $50.00 $50.00 $150.00
iPhone 13 Pro Max 256GB Blue 194252840818 $21.00 $21.00 - - - -
iPhone 13 Pro Max 256GB Gold 194252840764 $21.00 $21.00 - - - -
iPhone 13 Pro Max 256GB Gray 194252840740 $21.00 $21.00 - - - -
iPhone 13 Pro Max 256GB Silver 194252840757 $21.00 $21.00 - - - -
iPhone 13 Pro Max 512GB Blue 194252840856 $21.00 $21.00 - - - -
iPhone 13 Pro Max 512GB Gold 194252840849 $21.00 $21.00 - - - -
iPhone 13 Pro Max 512GB Gray 194252840825 $21.00 $21.00 - - - -
iPhone 13 Pro Max 512GB Silver 194252840832 $21.00 $21.00 - - - -
iPhone 13 Pro Max 1TB Blue 194252840894 $21.00 $21.00 - - - -
iPhone 13 Pro Max 1TB Gold 194252840887 $21.00 $21.00 - - - -
iPhone 13 Pro Max 1TB Gray 194252840863 $21.00 $21.00 - - - -
iPhone 13 Pro Max 1TB Silver 194252840870 $21.00 $21.00 - - - -
P a g e 23 | 35 Last Update: 1/26/2022
T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
Handset Margin Reimbursement Business Rules 1. Promotion is valid for transactions that occur 1/27//22 - 1/31/22.
2. The qualifying transaction types are: New Activations, Upgrades, and Reactivations on new devices with used SIM cards.
3. 180-Day Upgrade Rule: For an upgrade to qualify for reimbursement, subscriber must not have activated a new device within the
prior 180 days, including new activations and upgrades. All upgrades that do not meet this requirement should be sold at Retail
Price to the subscriber. Ineligible upgrades are charged back to Dealers for the additional amount paid by the subscriber for the
Retail Price.
4. The Free Line of Service rate plan (UPFRLN), Save $15 (ONLY2GB and ONLY2G), and Upgrade AAL (2GPROMO) rate plans
will pay/chargeback at the same rate as 180-day upgrades. Customers that purchase new devices on the Free Line of Service,
Save $15, and Upgrade AAL for $10 rate plans pay full SRP.
5. Intracompany new subscriber lines that port-in from T-Mobile and Sprint plans are eligible for reimbursement.
6. New Activation rebate payments are subject to charge back if the subscriber cancels within 14 days of the Activation.
Standard Rebate Business Rules – All Rebates
1. Rebates are paid on Wednesdays and Fridays, see the payment calendar for exact payment timing.
2. New accounts and existing accounts qualify. Lines added to existing accounts must result in an incremental add. The quantity of
active lines at the end of the day must exceed the quantity of active lines on the prior day. Canceling a line and adding a line on
the same day is not an incremental add and does not qualify for the promotion.
3. Reimbursement is paid to the activating Dealer door code. Standard compensation business rules apply:
a. Active Sub Rule: Subscriber must be active at the end of the transaction date to qualify for reimbursement. *Subject to
True-Up
b. AR Balance Rule:
i. Subscriber must have an account balance of $0.99 or less at the end of the day for New Activations and
Reactivations, on the activation date. *Subject to True-Up
ii. Subscriber must have an account balance of $3.00 or less at the end of the day for Upgrades, on the upgrade date.
*Subject to True-Up
c. Prior History Rule: Device must not have prior history. *Subject to True-Up
d. Same Day Upgrade Rule: Upgrade must not occur on the same day as a new activation or another device upgrade.
4. If the subscriber is canceled or suspended on the 7th day, then the rebate will qualify only if the subscriber paid their bill in full on
the original activation date
5. 7-DAY TRUE-UP: the following situations are eligible for payment via True-Up. True-Ups occur up to 15 days following
activation, see the payment calendar for exact timing.
a. Subscribers that are suspended on the original activation date but are active on the 7th day following activation.
b. Subscribers that have an AR balance > $0.00 will not be paid at the time of activation. Instead, the transaction will be paid
via True-Up if the AR balance is paid and the subscriber is active on the 7th day following activation.
c. Switcher: Ports that are successfully completed via a reactivation, due to the original subscriber being canceled during port
troubleshooting. Reactivation must occur within 7 days of original activation.
6. Device must have shipped to the Dealer channel. Devices shipped to Corporate stores and customers via MetrobyTmobile.com
are not eligible for Dealer reimbursement.
7. RMA reimbursements will be reduced by the amount of ACH rebates previously paid.
P a g e 24 | 35 Last Update: 1/26/2022
T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
Switcher Promo Business Rules 1. Promotion is valid for transactions that occur 1/27/2022 – Limited Time Only
2. MDN must be deemed as eligible for the Switcher Offer in the GISMO (EDGE) at the time of activation. This includes but is not
limited to the 180-day Round-tripper rule and the Ineligible carrier rule. Eligibility is subject to change in the tool.
3. The qualifying transaction types are New Activations and Reactivations with new devices & used SIM cards. BYOD must include
a new SIM card, BYOD Reacts and DSI devices are excluded.
4. All rate plans qualify, except the Free Line of Service rate plan (UPFRLN), Save $15 (ONLY2GB and ONLY2G) and Upgrade
AAL (2GPROMO) rate plans.
5. Promo Limit: Maximum of 2 Switcher handset rebates per customer account during the promotional period starting 1/27/2022.
BYOD Ports are excluded from the limit rule.
6. Combined Limit: Maximum of 6 rebates per customer account across all handset offers (Switcher, New Line, and Port & Trade)
during the promotional period starting 1/27/2022. BYOD Switcher and BTS devices are excluded from the combined limit rule.
7. All promotions are combinable on the same customer account. All promotions are not stackable the same subscriber MDN.
8. The devices with the highest rebate discount will qualify and payout first, for instances where the quantity of lines exceed the
individual promo limit.
9. SWITCHER PLUS OFFER: Effective 1/27/2022 – Limited Time Only
a. Switcher activations that are eligible in the Promo Eligibility Tool qualify for the Switcher PLUS offer. At least 1 Switcher
or New Line activation must be eligible per customer account, on the same day as activation.
b. Switcher activations that are added to active accounts existing for at least 90 days are eligible for the Switcher PLUS
offer, without requiring eligibility in the Promo Eligibility Tool. For example, a Switcher customer that adds-a-line on
August 1, 2019 is eligible if the account creation date is May 3, 2019 or earlier.
i. Customers that add ported lines to an active account existing for less than 90 days may still qualify, but the ported
line must be eligible in the Promo Eligibility Tool.
c. Switcher activations with the PERKS discount for employees and Dealers are eligible for the Switcher PLUS offer,
without requiring eligibility in the Promo Eligibility Tool.
d. Customers must activate on an eligible rate plan to be eligible for Switcher Plus:
i. 4X120L1, 4X120L2, 4X120L3, 4X120L4
ii. Dealer and Employee PERKS rate plans
iii. HHMP55, AALHHM
New Line Promo Business Rules 1. Promotion is valid for transactions that occur 1/27/2022 – Limited Time Only.
2. The qualifying transaction types are New Activations and Reactivations with new devices & used SIM cards.
3. Offer is eligible for both Non-ports and those Ports that do not qualify for the Switcher offer.
4. All rate plans qualify, except the Free Line of Service rate plan (UPFRLN), Save $15 (ONLY2GB and ONLY2G) and Upgrade
AAL (2GPROMO) rate plans.
5. Promo Limit: Limit 2 New Line handset rebates per customer account during the promotional period starting 1/27/2022.
6. BTS Promo Limit: Maximum of 4 New Line BTS (Beyond the Smartphone) rebates per customer account during the promotional
period starting 1/27/2022.
7. Combined Limit: Maximum of 6 rebates per customer account across all handset offers (Switcher, New Line, and Port & Trade)
during the promotional period starting 1/27/2022. BYOD Switcher and BTS devices are excluded from the combined limit rule.
8. All promotions are combinable on the same customer account. All promotions are not stackable on the same subscriber MDN.
9. The devices with the highest rebate discount will qualify and payout first, for instances where the quantity of lines devices exceed
the individual promo limit.
10. NEW LINE PLUS: Effective 1/27/2022 – Limited Time Only
a. New Line activations that are eligible in the Promo Eligibility Tool qualify for the New Line PLUS offer. At least 1 New Line
or Switcher activation must be eligible per customer account, on the same day as activation.
b. New Line activations that are added to active accounts existing for at least 90 days are eligible for the New Line PLUS
offer, without requiring eligibility in the Promo Eligibility Tool. For example, a New Line customer that adds-a-line on June
15, 2020 is eligible if the account creation date is March 17, 2020 or earlier.
i. Customers that add new lines to an active account existing for at least 1 day are eligible for the New Line PLUS offer,
without requiring eligibility in the Promo Eligibility Tool.
c. New Line activations with the PERKS discount for employees and Dealers are eligible for the New Line PLUS offer, without
requiring eligibility in the Promo Eligibility Tool.
d. Only Dealer locations using the RTPOS systems can participate in this offer.
P a g e 25 | 35 Last Update: 1/26/2022
T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
Port & Trade Promo Business Rules
1. Promotion is valid for transactions that occur 1/27/2022– Limited Time Only
2. MDN must be deemed as eligible for the Port & Trade Offer in the GISMO (EDGE) at the time of activation. This includes but is
not limited to the 180-day Round-tripper rule and the Ineligible carrier rule. Eligibility is subject to change in the tool.
3. Customers porting a number, validating (PET), and trading in an eligible device are eligible for special Port & Trade offer pricing.
4. Customers must activate on an eligible rate plan to be eligible for Port & Trade:
a. 4X120L1, 4X120L2, 4X120L3, 4X120L4
b. Dealer and Employee PERKS rate plans
5. Promo Limit: Maximum of 2 Port & Trade handset rebates per customer account during the promotional period starting
1/27/2022. BYOD Ports are excluded from the limit rule.
6. Combined Limit: Maximum of 6 rebates per customer account across all handset offers (Switcher, New Line, and Port & Trade)
during the promotional period starting 1/27/2022. BYOD Switcher and BTS devices are excluded from the combined limit rule.
7. All promotions are combinable on the same customer account. All promotions are not stackable on the same subscriber MDN.
8. Port & Trade activations that are added to active accounts existing for at least 90 days are eligible for the Port & Trade offer,
without requiring eligibility in the Promo Eligibility Tool.
a. Customers that add ported lines to an active account existing for less than 90 days may still qualify, but the ported
line must be eligible in the Promo Eligibility Tool.
9. Port & Trade activations with the PERKS discount for employees and Dealers are eligible for the Port & Trade offer, without
requiring eligibility in the Promo Eligibility Tool.
10. Free Android 5G with Port & Trade in Offer: Effective 1/27/22 – Limited Time Only
a. No minimum trade in value required.
b. Eligible devices:
i. Motorola Moto One 5G ACE
ii. Motorola Moto G Stylus 5G
iii. Samsung Galaxy A32 5G
iv. One Plus N200 5G
v. REVVL V+ 5G
vi. Nokia X100 5G
vii. Samsung Galaxy A13 5G
11. Samsung Galaxy A52 and One Plus Nord N10 5G On Us with Port & Trade in Offer: Effective 1/27/22 – Limited Time Only
a. Device being traded in must be worth at least $50 minimum trade in.
b. Eligible devices:
i. Samsung Galaxy A 52 5G
ii. One Plus Nord N10 5G
12. Up to $300 off select iPhones with Port & Trade in Offer: Effective 1/27/22 – Limited Time Only
a. Device being traded in must be worth at least $50 minimum trade in
b. Eligible devices:
i. iPhone 11, 11 Pro, 11 Pro Max
ii. iPhone 12, 12 mini, 12 Pro, 12 Pro Max
iii. iPhone 13, 13 mini, 13 Pro, 13 Pro Max (128 GB variants only)
P a g e 26 | 35 Last Update: 1/26/2022
T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
Upgrade Save Program
Starting 12/21, customers who need a replacement device but are not yet upgrade eligible can participate in the
Upgrade Save program. For REVVL V devices purchased as part of the Upgrade Save offer, the rebate will be the same as the
REVVL V Upgrade rebate.
Handset SKU Upgrade Save
Rebate
REVVL V 610214670502 $76.01
1. Promotion is valid for transactions that occur 12/21/2021– Limited Time.
2. Customer’s line must be active with Metro by T-Mobile for at least 30+ days.
3. Limit 2 Upgrade Save offers per line per year.
4. The REVVL V (SKU: 610214670502) is $19.99 in this program. Not available on the REVVL V+ or REVVL V 5G.
5. This program is not eligible for subscribers on 2GPROMO and UPFRLN rate plans.
6. Upgrades that exceed the limits or are on 2GPROMO and UPFRLN plans should be charged FRP, and may be subject to rebate
chargeback of $23.99.
P a g e 27 | 35 Last Update: 1/26/2022
T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
RMA BUSINESS RULES
The RMA Program reimburses net cost to Dealers for handsets returned to Assurant. Reimbursements are provided for Remorse Return*, DOA, Cracked Boxes and Defective SIM cards. The RMA Program Business Rules ensure that only handsets in qualifying condition are reimbursed.
Handsets must have proper activation history, must be deactivated and shipped timely, and must be in good
physical condition to qualify for full payment. See the Chart on the next page for the full list of business
rules.
Time-bound Rules
1. Remorse Return: handset must be returned within 30 days of deactivation.
2. Remorse Return: handset must have less than 14 days activation history.
3. DOA: handset must be returned within 180 days from original purchase.
Physical Condition Rules
4. All handsets: handset must not be damaged.
Other Rules
5. Remorse Return: Dealer must deactivate handset prior to return to Assurant.
6. Remorse Return: device must be associated with a new subscriber. Handset upgrades are
disqualified.
7. All handsets: handset must be a T-Mobile purchased device, cannot be BYOD.
*Any handset deemed “Remorse Return” within the Program Guideline must follow the terms outlined in the T-Mobile Return
Policy. Please see the T-Mobile Return Policy for full details.
P a g e 28 | 35 Last Update: 1/26/2022
T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
RMA BUSINESS RULES – REMORSE RETURN
Business Rule Transaction
Type
Classification Description Reimbursement
Amount
Report
Code
Full
Reimbursement
Remorse
Return
Qualified Remorse return qualifies
for reimbursement.
Original Dealer cost
less rebates paid.
20
Partial Kit Remorse
Return
Partially
qualified
Remorse return partial kit. Original Dealer cost
less rebates paid,
less $10.
21
Failed water
damage or
customer abuse
Remorse
Return
Disqualified Remorse return
disqualified due to water
damage/customer abuse.
$5
22
Not a T-Mobile
Handset
Remorse
Return
Disqualified Remorse return
disqualified as not a T-
Mobile handset
purchased by a Dealer.
$5
23
Receive date:
Handset received
after 30 days
Remorse
Return
Partially
qualified
Remorse return received
at Assurant more than 30
days following
deactivation.
Original cost less
rebates paid,
reduced by 50%.
24
Activation history:
Handset
activation history
exceeds limit
Remorse
Return
Partially
qualified
Remorse return either
exceeds 14 days of
activation history, or
Dealer did not disconnect
Remorse Return handset.
Original cost less
rebates paid,
reduced by 50%.
25
Limits are
exceeded for
Activation History
and Receive date
Remorse
Return
Disqualified Remorse return: Limits
are exceeded for both
Activation History and
Receive date.
$5
27
Upgrades
disqualified for
Remorse Return
Remorse
Return
Disqualified Remorse returns are
disqualified for handset
upgrades.
$0
28
P a g e 29 | 35 Last Update: 1/26/2022
T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
RMA BUSINESS RULES – DOA
Business Rule Transaction
Type
Classification Description Reimbursement
Amount
Report
Code
Full
Reimbursement
DOA Qualified DOA return qualifies for
reimbursement.
Original Dealer cost,
less upgrade comp
paid and adjusted for
180-day upgrade
rebate when
applicable.
30
Partial Kit DOA Partially
qualified
DOA return partial kit. Original Dealer cost,
less upgrade comp
paid, less $10 partial
kit fee, and adjusted
for 180-day upgrade
rebate when
applicable.
31
Failed water
damage or
customer abuse
DOA Disqualified DOA return disqualified
due to water
damage/customer
abuse.
$5
32
Not a T-Mobile
Handset
DOA Disqualified DOA return disqualified
as not a T-Mobile
handset purchased by
a Dealer.
$5
33
Ship date:
Handset received
after 180 days
DOA Partially
qualified
DOA return received at
Assurant more than
180 days following
Brightpoint shipment.
Original Dealer cost,
less upgrade comp
paid, adjusted for 180-
day upgrade rebate,
then reduced by 50%.
34
P a g e 30 | 35 Last Update: 1/26/2022
T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
RMA BUSINESS RULES – CRACKED BOX, XBM, SIM
Business Rule Transaction
Type
Classification Description Reimbursement
Amount
Report
Code
Full
Reimbursement
Cracked Box Qualified Cracked Box return
qualifies for
reimbursement.
Original Dealer cost,
less upgrade comp
paid and adjusted for
180-day upgrade
rebate when
applicable.
40
Not a T-Mobile
Handset
Cracked Box Disqualified DOA return disqualified as
not a T-Mobile handset
purchased by a Dealer
$5
43
Reimbursement
Denied
Cracked Box Disqualified Cracked Box
reimbursement denied. $0
44
XBM
Chargeback
XBM
Chargeback
Chargeback XBM handset was not
returned to Assurant. Chargeback Fru Value
56
Full
Reimbursement
SIM Return Qualified SIM is defective and
qualifies for
reimbursement.
$1
60
Termination
Rule
ALL Disqualified All returns received at
Assurant within 30 days of
Dealer termination.
$0
99
P a g e 31 | 35 Last Update: 1/26/2022
T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
SOC APPENDIX
Rate plans are compensated based on the MRC as stated below. Compensation MRC for Primary/Secondary rate plans is the same as billed MRC in Edge. Compensation MRC for Tiered rate plans is adjusted to match the incremental MRC amount added to the BAN, unless otherwise noted.
Example for Tiered Rate Plan:
1. Dealer A activates a single-line account on a $60 plan. Activation Compensation will be based on a $60 MRC.
2. Dealer B adds a 2nd line to the customer account with the 4/120 rate plan. Both the 1st and 2nd line are billed at $45. Dealer A will continue to be paid Retention Compensation based on the $60 MRC. Dealer B will be paid based on the incremental increase in MRC of $30.
Primary/Secondary Rate Plans
$40 Rate Plans
SOC Total BAN
MRC MRC used for Compensation
4010GLTE $40 $40
AAL10G $70 $30
AAL10G $100 $30
AAL10G $130 $30
AAL10G $160 $30
$50 Rate Plan
SOC Total BAN
MRC MRC used for Compensation
50UNLG1 $50 $50
AALG1 $80 $30
AALG1 $110 $30
AALG1 $140 $30
AALG1 $170 $30
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January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
Tiered Pricing Rate Plans 4/100 Rate Plans
EDGE SOC 1UNL50 2UNL80 3UNL90 4UNL100 4UNL100
Total BAN MRC $50 $80 $90 $100 $125
Line Billed Rate $50 $40 X 2 $30 X 3 $25 X 4 $25 X 5
MRC & SOC used for Compensation
Line 1 - 1UNL50 $50 $50 $50 $50 $50
Line 2 - 2UNL80 N/A $30 $30 $30 $30
Line 3 - 3UNL90 N/A N/A $10 $10 $10
Line 4 - 4UNL100 N/A N/A N/A $10 $10
Line 5 - 4UNL100 N/A N/A N/A N/A $10
4/120 Rate Plans
EDGE SOC 4X120L1 4X120L2 4X120L3 4X120L4 4X120L4
Total BAN MRC $60 $90 $120 $120 $150
Line Billed Rate $60 $45 X 2 $40 X 3 $30 X 4 $30 X 5
MRC & SOC used for Compensation
Line 1 - 4X120L1 $60 $60 $60 $60 $60
Line 2 - 4X120L2 N/A $30 $30 $30 $30
Line 3 - 4X120L3 N/A N/A $30 $30 $30
Line 4 - 4X120L4 N/A N/A N/A $10 $10
Line 5 - 4X120L4 N/A N/A N/A N/A $10
4/100 with AutoPay (before AutoPay discount)
EDGE SOC 50UNL1 40UNL2 35UNL3 30UNL4 30UNL4
Total BAN MRC $50 $80 $105 $120 $150
Line Billed Rate $50 $40 X 2 $35 X 3 $30 X 4 $30 X 5
MRC & SOC used for Compensation
Line 1 – 50UNL1 $50 $50 $50 $50 $50
Line 2 – 40UNL2 N/A $30 $30 $30 $30
Line 3 – 35UNL3 N/A N/A $25 $25 $25
Line 4 – 30UNL4 N/A N/A N/A $15 $15
Line 5 - 30UNL4 N/A N/A N/A N/A $15
4/100 with Port-in
EDGE SOC 1U40PRT 2U80PRT 3U90PRT 4U100PT 4U100PT
Total BAN MRC $40 $80 $90 $100 $125
Line Billed Rate $40 $40 X 2 $30 X 3 $25 X 4 $25 X 5
MRC & SOC used for Compensation
Line 1 - 1UNL50 $40 $40 $40 $40 $40
Line 2 - 2UNL80 N/A $40 $40 $40 $40
Line 3 - 3UNL90 N/A N/A $10 $10 $10
Line 4 - 4UNL100 N/A N/A N/A $10 $10
Line 5 - 4UNL100 N/A N/A N/A N/A $10
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January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
Other Rate Plans
SOC Description MRC for
Compensation
CB2GB Chromebook 2GB Data Plan $10
CB10GB Chromebook 10GB Date Plan $30
CB30GB Chromebook 30GB Date Plan $40
CB100GB Chromebook 100GB Date Plan $50
HHMP55 $55 Mexico and Latin America Calling $55
AALHHM $30 Mexico and Latin America Calling AAL $30
TLKTXT25 $25 Unlimited Talk Text $25
TTD5GB30 $30 Talk, Text, 5GB High Speed Data $30
TTD2GB30 $30 2GB Promo Plan $30
40SLUNL $40 Single Line Promo $40
KIDTIM Timex FamilyConnect Watch $10
TAB15SD Tablet Unlimited SD $15
TAB30HD Tablet Unlimited HD $30
HSPOT70 $70 10GB Hotspot $70
HSPOT35 $35 10GB Hotspot $35
HSPOT15 15GB Hotspot $80
HSPOT15F 15GB Hotspot AAL $45
HSPOT20 20GB Hotspot $90
HSPOT20F 20GB Hotspot AAL $55
HSPOT30 30GB Hotspot $110
HSPOT30F 30GB Hotspot AAL $75
PINPET Pet Tracker $10
SMRTCARF MetroSMART Ride Family $10
2GPROMO Unlim Talk Text 2GB of HS Data $5
50AUPAY AutoPay $50 Rate Plan Promo $50
AALAPAY $30 AP UNL LTE w/5GB HS AAL $30
60AUPAY Autopay $60 Rate Plan Promo $60
AAL30AP $30 AP UNL LTE w/5Gb HS AAL $30
HS10GB Hotspot 10GB high speed $30
HS30GB Hotspot 30GB high speed $40
HS100GB Promo $50 Hotspot plan 100GB $50
HS50GB Hotspot 50GB high speed $50
HS75GB Hotspot 75GB high speed $75
PRTT25 $25 PORT and TRADE UNL PROMO $40
PRTTAAL $30 PORT AND TRADE PROMO UNL AAL $30
PBYOD25 $25 BYOD PORT PROMO UNL $40
PBYODAL $30 BYOD PORT PROMO UNL AAL $30
KIDTIM5 Timex FamilyConnect Watch $5
PINPET5 Pintrac Pet Tracker $5
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January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
Features Features are compensated based on the MRC as stated below. See the Feature Limit and SOC Grouping
business rules for more details.
SOC Description SOC Group MRC for Compensation
ILD100 100 Global Voice Minutes 2 $10.00
ILD200 200 Global Voice Minutes 2 $10.00
ILD50 50 Global Voice Minutes 2 $10.00
ILDANY Global Voice Unlimited 2 $10.00
ILDLND Global Voice UNL Landline 2 $10.00
ILD15 Global Voice 15 2 $10.00
ILD15P Global Voice 15 + 3 $20.00
ILD50P Global Voice 50 Plus 3 $20.00
ILD100P Global Voice 100 Plus 3 $20.00
ILD200P Global Voice 200 Plus 3 $20.00
PSBNW1 Premium Service Bundle Nationwide Tier 1 5 $7.00
PSBNW2 Premium Service Bundle Nationwide Tier 2 5 $7.00
PSBNW3 Premium Service Bundle Nationwide Tier 3 5 $7.00
NWBYPSB Premium Service Bundle (BYOD) 5 $7.00
PSBNY1 Premium Service Bundle New York Tier 1 5 $7.00
PSBNY2 Premium Service Bundle New York Tier 2 5 $7.00
PSBNY3 Premium Service Bundle New York Tier 3 5 $7.00
NYBYPSB Premium Service Bundle (BYOD) 5 $7.00
PHP3 PHP Program (INS $3 McAfee $3) 5 $3.00
NWPHPM1 Nationwide Ins+McAfee-MRCT1 5 $3.00
NWPHPM2 Nationwide Ins+McAfee-MRCT2 5 $3.00
NWPHPM3 Nationwide Ins+McAfee-MRCT3 5 $3.00
NWBYPHP BYOD Premium Handset Protection 5 $3.00
NYPHPM1 NY Ins+McAfee-MRC T1 5 $3.00
NYPHPM2 NY Ins+McAfee-MRC T2 5 $3.00
NYPHPM3 NY Ins+McAfee-MRC T3 5 $3.00
NYBYPHP BYOD Premium Handset Protection 5 $3.00
MCAFEE McAfee Protection 5 $3.00
SCURE5S NW Security Bundle 6 $5.00
CMGR Scam Shield Premium 6 $2.00
SECBDL3 Storage & Security Bundle 6 $3.00
EDAT2 2GB Extra Monthly Data 7 $5.00
EDAT5 5GB Extra Monthly Data 7 $10.00
EDAT10 10GB Extra Monthly Data 7 $20.00
SSC1K Select Shared Calling 1000 8 $10.00
SSC300 Select Shared Calling 8 $3.00
DMD10 Data Maximizer Disabled 9 $10.00
CALLFWD Forward calls to any local # 10 $1.00
MEXTI Mexico Unlimited LD 11 $5.00
MEXUNL North America (Mexico & Canada) 11 $5.00
CDTLTI Call Detail 12 $1.00
UDATI Unlimited Directory Assistance 14 $1.00
200GB1 Google One 200GB 15 $1.00
2TB8 Google One 2TB 15 $8.00
VM2TXT Voicemail to Text 17 $1.00
2GBHOT 2GB Hotspot 19 $5.00
SEDAT2 Monthly Re-occurring Ext 2GB 20 $5.00
SEDAT5 Monthly Re-occurring Ext 5GB 20 $10.00
SEDAT10 Monthly Re-occurring Ext 10GB 20 $20.00
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January 2022 v.7 T-Mobile Dealer Confidential and Proprietary – Do Not Disclose
Non-commissionable Insurance Features
SOC Description SOC Group MRC for Compensation
INS3 PHP Program 4 $0.00
NPHPIOT NY InsuranceIOT-MRC T1 4 $0.00
NYPHP1 NY Insurance-MRC T1 4 $0.00
NYPHP2 NY Insurance-MRC T2 4 $0.00
NYPHP3 NY Insurance-MRC T3 4 $0.00
SINS3 PHP Program 4 $0.00
NWPIOT1 NW $2 IOT PHP Tier 1,2 4 $0.00
NWPHP1 Standalone Device Insurance - MRC Tier 1 - Deductible Tier 1 & 2 4 $0.00
NWPHP2 Standalone Device Insurance - MRC Tier 2 - Deductible Tier 3 & 4 4 $0.00
NWPHP3 Standalone Device Insurance - MRC Tier 3 - Deductible Tier 5 & 6 4 $0.00
NWBYINS BYOD Insurance 4 $0.00
NYBYINS BYOD Insurance 4 $0.00