Tools Forms and Resources

show

FACTS: What does Connex Credit Union do with your personal information?

Rev. 10/10

Why?

Financial companies choose how they share your personal information. Federal law gives
consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we
collect, share, and protect your personal information. Please read this notice carefully to understand
what we do.

What?

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 account balances
• checking account information and credit history
• overdraft history and payment history

How?	All financial companies need to share members' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their members' personal information; the reasons Connex Credit Union chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information	Does Connex Credit Union share?	Can you limit this sharing?
For our everyday business purposes - such as to process your transaction, maintain your account(s), respond to court orders and legal investigations, or to report to credit bureaus	Yes	No
For our marketing purposes - to offer our products and services to you	Yes	Yes
For joint marketing with other financial companies	Yes	Yes
For our affiliates' everyday business purposes - information about your transactions and experiences	Yes	No
For our affiliates' everyday business purposes - information about your creditworthiness	Yes	Yes
For our affiliates to market to you	Yes	Yes
For nonaffiliates to market to you	Yes	Yes

To limit our
sharing

• Call toll-free 1-800-CR-UNION - our menu will prompt you through your choice(s)

Please note:
If you are a new member, we can begin sharing your information 30 days from the date we sent this
notice. When you are no longer our member, we continue to share your information as described in this
notice.

However, you can contact us at any time to limit our sharing.

Questions?

Call toll-free 1-800-CR- UNION

What we do
How does Connex Credit Union protect my personal information?	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. Secure FTP site for all member data transfer: Password protected, the IP address for people accessing needs to be approved and the communication string in both directions is encrypted.
How does Connex Credit Union collectmy personal information?	We collect your personal information, for example, when you • open an account or apply for a loan • apply for insurance or show your government-issued ID • give us your contact information We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
Why can't I limit all 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 law and individual companies may give you additional rights to limit sharing
What happens when I limit sharing for an account I hold jointly with someone else?	Your choices will apply to everyone on your account - unless you tell us otherwise.

Definitions
Affiliates	Companies related by common ownership or control. They can be financial and nonfinancial companies. • Our affiliates include companies with a Connex Insurance Services name
Nonaffiliates	Companies not related by common ownership or control. They can be financial and nonfinancial companies. • Nonaffiliates we share with can include insurance companies, securities broker- dealers, government agencies, plastic card processors (credit/debit/ATM), financial statement publishers or printers, mailhouse, mortgage companies, consumer reporting agencies, data processors, and check/share draft printers
Joint Marketing	A formal agreement between nonaffiliated financial companies that together market financial products or services to you. • Our joint marketing partners include CUNA Mutual Group's MEMBERCONNECT, credit card companies, financial advisors, and Members Mortgage

Other important information

Just a reminder that opting out of many of these notifications may also opt you of other Marketing such as the quarterly
Smart Score letters and other value-added offers.

Tools Forms and Resources

On this page:

FACTS: What does Connex Credit Union do with your personal information?