Utah Educational Savings Plan

Privacy Policy

The Utah Educational Savings Plan
Privacy Policy

We respect the customer’s right to privacy and recognize our obligation to keep your information secure and confidential. As administrator of the Utah Educational Savings Plan, we collect nonpublic personal information about you from the following sources:

Information we receive from you on applications or other forms;
Information about your transactions with us, or others; and
Information we receive from a consumer reporting agency.

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law.

We restrict access to nonpublic personal information about customers to those employees who need to know such information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Account owners 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.

Investors should read the Program Description and consider all investment objectives, risks, charges, and expenses before investing. The Program Description is available for download on the Web or a hard copy can be mailed to you by requesting it online from this Web site.

Investments are not guaranteed by UESP, the Utah State Board of Regents, the UHEAA, the FDIC, or any other state or federal government agency. Your investment may lose value.

Investors who are not Utah taxpayers should determine whether the state in which they or their beneficiary reside or pay taxes offers a 529 plan, and if so, whether that plan offers state tax or other benefits not available through UESP.