What does [name of financial institution] do with your personal information?
Rev. [insert date]
Three steps to find out
- Click on each fact to learn what financial companies do with your personal information.
- Use the table to understand [name of financial institution]’s sharing practices and if it offers the option to limit sharing.
- Read the frequently asked questions for additional information.
Personal information
- The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number and [income]
- [account balances] and [payment history]
- [credit history] and [credit scores]
Joint marketing
- A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- [joint marketing information]
Affiliates
- Companies related by common ownership or control. They can be financial and nonfinancial companies.
- [affiliate information]
Affiliates
- Companies related by common ownership or control. They can be financial and nonfinancial companies.
- [affiliate information]
Affiliates
- Companies related by common ownership or control. They can be financial and nonfinancial companies.
- [affiliate information]
Nonaffiliates
- Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- [nonaffiliate information]
Click on each fact 
to highlight a section
of the table.
to highlight a section
of the table.
Financial companies can share customers' personal information for particular reasons.
All financial companies share customers’ personal information to run their everyday business.
Financial companies choose the reasons they share customers’ personal information.
If your financial company shares your personal information, you may have the option to limit sharing.
Reasons we can share your personal information |
Does [name of financial institution] share? | Can you limit this sharing? | |
| For our everyday business purposes such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus |
To limit sharing Click: [website] Call: [phone number] Mail: print form |
||
| For our marketing purposes to offer our products and services to you | [If Yes] |
To limit sharing Click: [website] Call: [phone number] Mail: print form |
|
| For joint marketing with other financial companies | [If Yes] |
To limit sharing Click: [website] Call: [phone number] Mail: print form |
|
| For our affiliates’ everyday business purposes information about your transactions and experiences | [If Yes] |
To limit sharing Click: [website] Call: [phone number] Mail: print form |
|
| For our affiliates’ everyday business purposes information about your creditworthiness | [If Yes] |
To limit sharing Click: [website] Call: [phone number] Mail: print form |
|
| For our affiliates to market to you | [If Yes] |
To limit sharing Click: [website] Call: [phone number] Mail: print form |
|
| For nonaffiliates to market to you | [If Yes] |
To limit sharing Click: [website] Call: [phone number] Mail: print form |
|
Who is providing this notice?
- [insert]
- Federal law requires us to tell you how we collect, share, and protect your personal information.
- The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number and [income]
- [account balances] and [payment history]
- [credit history] and [credit scores]
- To limit sharing
- Click: [website]
- Call: [phone number]
- Mail: print form and mail to:
- [mailing address]
- If you a new customer, we can begin sharing your personal information [30] days from the date we sent you a notice. However, you can contact us at any time to limit this sharing.
- Federal law gives you the right to limit only
- sharing for affiliates’ everyday business purposes—information about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
- State laws and individual companies may give you additional rights to limit sharing. [Click here for more on your rights under state law.]
- [Your choices will apply to everyone on your account.]
OR
[Your choices will apply to everyone on your account—unless you tell us otherwise.]
- When you are no longer our customer, we continue to share your information as described in this notice.
- To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
[insert]
- We collect your personal information, for example, when you
- [open an account] or [deposit money]
- [pay your bills] or [apply for a loan] or
- [use your credit or debit card]
[We also collect your personal information from other companies.]
OR
[We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.]
Questions?
Call [phone number] or go to [website]