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. ISave 529, an education savings plan created and administered by the State of 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 Account Owner of ISave 529, to inform you of our policies regarding privacy of Account Owner information.

Types of Nonpublic Personal Information ISave 529 Collects. We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. This includes information that we receive from you on applications and other forms.

Parties to Whom We Disclose Information. We do not disclose any nonpublic personal information about you to anyone, except as permitted by law. Permitted disclosures include, for instance, providing information to our employees and to related service providers who need to know the information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Current and Former Account Owners' Information. We retain records relating to services that we provide so that we are better able to assist you with your education planning needs and, in some cases, to comply with governmental reporting requirements. In the case of former Account Owners, we will continue to adhere to the privacy policies and practices as described in this notice. To guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our privacy standards.

Your personal and financial information is very important to us. Please call 888-672-9116 if you have any questions.