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Privacy Policy
The Board considers protecting the privacy and security of the nonpublic, personal information it holds concerning each Participant and Designated Beneficiary a top priority. The Board has also received assurance from the Program Manager that it is a top priority for the Program Manager. Specifically, both the Board and the Program Manager adhere to the following privacy policy for the benefit
of current and past Participants and Designated Beneficiaries:
Types of information collected
The types of nonpublic, personal information collected by the Board, the Program Manager, and non-affiliated third parties acting on the Program Manager's behalf may include:
- Information the Participant or Designated Beneficiary provides to the Program on the Application or otherwise, such as name, address, and Social Security number;
- Information the Board, the Program Manager, and authorized
third parties may acquire as a result of administering an Account, such
as transactions (contributions or distributions) or account balance; and
- Information from third parties that assists us in servicing
your account and marketing products to you to better serve your investment
goals.
Limitation on Sharing of Information
Wisconsin State law provides that the Board and the Program Manager, acting
as its agent, must keep personal and financial information pertaining to an
Account Owner or a Designated Beneficiary private, except that the Board may
release to the appropriate State agency information necessary in determining
a Designated Beneficiary’s eligibility for State financial aid for higher education.
Neither the Board nor the Program Manager will disclose such nonpublic, personal
information to anyone except as permitted by law.
The Board or the Program Manager may in the future use information about the
Participant or Designated Beneficiary to identify and alert the Participant
about savings or investment programs that may be of interest to the Participant.
If the Participant does not want to receive such information, the Participant
should call the Program Manager at 1-888-338-3789.
Security
The Board and the Program Manager maintain appropriate physical, electronic,
and procedural safeguards to protect this nonpublic, personal information about
Participants and Designated Beneficiaries.
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