Information We Collect About You
We respect the account owner’s right to privacy and recognize our obligation to keep your information secure and confidential. As administrator of the Utah Educational Savings Plan (UESP), we collect non-public personal information about you and your beneficiary from the following sources:
- Applications or other forms you submit to UESP
- Your transactions with UESP or others
- Third-parties designated to verify your identity or to prevent fraud
Personal information collected from any source may include, among other things, your name, address, Social Security or Taxpayer Identification Number, and date of birth.
How We Manage Your Personal Information
We do not disclose any non-public personal information about our account owners/agents or former account owners/agents to anyone, except as required by law. We restrict access to non-public personal information about account owners/agents to those employees who need to know such information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard non-public personal information.
A UESP account owner/agent can grant online access to an interested party, such as a financial adviser or family member, to have read-only access to view certain online information for a specific account. The interested party cannot make changes to the account or initiate transactions. The account owner/agent can turn off interested party access anytime. For security purposes, UESP will not give account information to interested parties through any other means.
UESP does not give or sell your personal information to third parties for the purpose of solicitations. You will not receive solicitations for other financial products or services from UESP’s partners, vendors or suppliers unless your information was acquired by them from another source.
Our website employs the use of data encryption via the Secure Sockets Layer (SSL) protocol and user names and passwords. These technologies provide a high level of security and privacy when you access your account information or perform online transactions.
When you visit the UESP website, we may obtain certain technical and navigational information, such as computer browser type, Internet protocol address, pages visited, and time spent on our website. This information will help us analyze and improve our web design and functionality.
Certain browsers—including the latest versions of Internet Explorer and Firefox—will highlight the address bar in green. This guards against “phishing” attacks by confirming that the web page you are visiting is part of the official UESP website. Extended validation certificate technology makes this possible. UESP passed an independent audit to obtain this certificate from a leading certificate authority company. (Other browsers may recognize extended validation certificates in the future.)
What You Can Do
Account owners/agents should keep their account information confidential to help protect themselves and their accounts. Anyone who suspects unauthorized activity on their account should contact UESP or any other appropriate authorities immediately.
We reserve the right to modify this policy at anytime.