Form 186120109 2000 Heritage Way Waverly IA 506779202 Phone 1800 - PDF document

1 Form 1861-2-0109 2000 Heritage Way Waver
Form 1861-2-0109 2000 Heritage Way Waverly, IA 50677-9202 Phone: 1.800.834.2617 CUNA Mutual Group’s Privacy Notice Securing Your Financial Future Your privacy is our priority. The affiliated companies of the CUNA Mutual Group have adopted privacy Form 1861-2-0109 All third party companies that work on our behalf and receive non-public personal information are contractually obligated to keep the information we provide confidential and to only use the information to provide the services we ask them to perform. If you buy products from a registered representative of CUNA Brokerage Services, Inc., your representative may leave to join or partner with another broker-dealer. They may keep some of your personal information and they may disclose it to transfer your account or process your business. We may disclose your personal information to transfer your account. With our financial partners Although we offer products to the public at large, our mission is to serve credit unions and their members. We work cooperatively with credit unions to make products and services available to their members and sometimes this involves sharing information. We may share information with credit unions, credit union service organizations, or other financial institutions with whom we have joint marketing agreements and to administer our business. In the future, we may work with other financial services companies to offer attractive products and services to you. We include confidentiality provisions in our agreements to protect your privacy and we will follow the practices described in this notice. 4. All of CUNA Mutual Group is Committed to Protecting Your Privacy Each of the affiliated companies of the CUNA Mutual Group follows the privacy practices described in this notice. Depending upon the business they perform, these affiliates may also share information as described above. These companies include, but are not limited to CUNA Mutual Insurance Society,MEMBERS Life Insurance CompanyCUNA Brokerage Services, MEMBERS Capital Advisors, Inc.CMG Mortgage Insurance Company and CMG Mortgage Assurance CompanyCU

2 NA Mutual Insurance Agency, Inc.Stewart
NA Mutual Insurance Agency, Inc.Stewart Associates, , and CUMIS Insurance Society, Inc.CUNA Mutual Group’s goal is to deliver meaningful financial products, services, and information to help our customers achieve their financial aspirations. For more information on how CUNA Mutual Group can enhance your financial future or answer questions related to our privacy practices, call us, or visit www.cunamutual.com-------------------------------------------------------------------------------------------------------------------------------Your Right to Opt Out of Sharing Insurance Information Under state insurance law, you may instruct CUNA Mutual Group not to share nonpublic personal information obtained by us from an insurance product we sold to you, with your credit union or any other nonaffiliated third party for marketing purposes. If you prefer not to have such information disclosed by us, please complete and detach this form and mail it to CUNA Mutual Group, Attn: Data Acquisition and Processing Team, 4950 Amon Carter Blvd., Fort Worth, TX 76155, call 1-800-834-2617 and speak with a customer service representative, or visit https://members.cunamutual.com/PrivacyChoices. Please check the following box indicating your desire to opt out. I elect to opt out and instruct CUNA Mutual Group not to disclose to my credit union or any other nonaffiliated third party for marketing purposes my nonpublic personal information collected from my insurance product purchases. I understand that this election may affect the availability of information I receive about other financial products and services that may be of an interest to me in the future. Please complete the following information to ensure we are able to locate and update your records accordingly. Name: ____________________________________________________________________________ Address: __________________________________________________________________________ City: ______________________________________ State: __________ Zip: ___________________ Policy or Certificate No.:________________________________ Date of Birth: ________________