Iowa Educational Savings Plans Trust

Privacy Policy

All providers of personal financial services are required by federal law to inform their customers of their policies regarding privacy of customer information. College Savings Iowa may be considered a provider of personal financial services for purposes of this federal law. Accordingly, this notice is being provided to you, as an Participant in College Savings Iowa, to inform you of the policies regarding privacy of Participant information.

Types of Nonpublic Personal Information College Savings Iowa Collects.

College Savings Iowa collects nonpublic personal information about you that is provided by you or obtained by College Savings Iowa with your authorization. This includes information that College Savings Iowa receives from you on applications and other forms.

Parties to Whom Information Is Disclosed.

College Savings Iowa does not disclose any nonpublic personal information about you to anyone, except as permitted by law or contract. Permitted disclosures include, for instance, providing information to College Savings Iowa employees and to related service providers who need to know the information to assist College Savings Iowa in providing services to you. In all such situations, College Savings Iowa stresses the confidential nature of the information being shared.

Ascensus Privacy Statement.

College Savings Iowa has contracted with Ascensus College Savings Recordkeeping Services, LLC (Ascensus) to provide certain services with respect to the administration of the College Savings Iowa program, in connection with which Ascensus also obtains nonpublic personal information about you. For information about Ascensus’s privacy practices and to access Ascensus’s policy, Participants should refer to:

State Treasurer of Iowa Privacy Statement.

The trustee of the Iowa Educational Savings Plan Trust is the Treasurer of the State of Iowa. Participants and others using this website should refer to the privacy statement of the State Treasurer of Iowa.

Web Analytics.

The College Savings Iowa website may use web analytics services. Such services may include the use of “cookies,” which are files placed on your computer, to help the website analyze how the website is used. The information generated by the cookie about your use of the website (including your IP address) may be transmitted to and stored by a website analytics services provider for the purpose of evaluating your use of the website, compiling reports on website activity for website operators, and providing other services relating to website activity and internet usage. Web analytics service providers may also transfer this information to third parties when required to do so by law, or to process the information on the web analytics service provider’s behalf. By using this website, you consent to the processing of data about you by a web analytics services provider in the manner and for the purposes set out above.

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