Privacy Notice

CollegeBound 529 Privacy Policy

We recognize, respect, and protect the personal privacy rights of our Account Owners and Beneficiaries and are committed to providing the highest level of security and privacy regarding the collection and use of your confidential information.

Collection of Information

We collect confidential information about you from the Enrollment Form, other forms, correspondence, and other communications. We also collect information from you from transactions related to your Account(s).

Use of Information

We do not disclose any confidential information about current or former Account Owners and Beneficiaries to third parties except as set forth herein, permitted by law or with your consent. We may disclose all of the confidential information we collect from you to third parties as may be necessary to perform administrative, transactional, marketing services, and/or research on our behalf for the Program, or to provide services related to the Program. These third parties are required to adhere to our security and privacy standards and use the information provided for the limited purposes for which it was shared.

Protection of Information

We maintain physical, electronic, and procedural safeguards to protect the confidential information about you that we collect or use. We restrict access to confidential information about you to those individuals who have a need to know the information to serve you. To safeguard your Account, please keep your Account information and/or any Account login information confidential.

Notice of Changes

You will be notified in the event there is any material change to this policy.