Privacy: Important Notice for Tomorrow's Scholar® 529 Plan
The Board considers protecting the privacy and security of the nonpublic, personal information it holds concerning each Participant and Designated Beneficiary a top priority. The Board has also received assurance from Voya that it is a top priority for Voya. Specifically, both the Board and Voya adhere to the following privacy policy for the benefit of current and past Participants and Designated Beneficiaries.
Types of Information Collected
The types of nonpublic, personal information collected by the Board, Voya, and nonaffiliated third parties acting on Voya’s behalf may include:
- Information the Participant or Designated Beneficiary provides to the Advisor Program on the Application or otherwise, such as name, address, and Social Security number;
- Information the Board, Voya, and authorized third parties may acquire as a result of administering an Account, such as transactions (contributions or distributions) or account balance; and
- Information from third parties that assists us in servicing your account and marketing products to you to better serve your investment goals.
Limitation on Sharing of Information
Wisconsin State law provides that the Board and Voya, acting as its agent, must keep personal and financial information pertaining to an Account Owner or a Designated Beneficiary private, except that the Board may release to the appropriate State agency information necessary in determining a Designated Beneficiary’s eligibility for State financial aid for higher education. Neither the Board nor Voya will disclose such nonpublic, personal information to anyone except as permitted by law.
The Board or Voya may in the future use information about the Participant or Designated Beneficiary to identify and alert the Participant about savings or investment programs that may be of interest to the Participant. If the Participant does not want to receive such information, the participant should call Voya at 1-866-677-6933.
Security
The Board and Voya, maintain appropriate physical, electronic, and procedural safeguards to protect this nonpublic, personal information about Participants and Designated Beneficiaries.
Tomorrow's Scholar®
c/o Voya Investment Management
P.O. Box 9883
Providence, RI 02940-9984
1-866-677-6933
www.tomorrowsscholar.com
This privacy notice is excerpted from the Tomorrow's Scholar® 529 Plan Program Description, which contains additional information regarding the Plan and defines certain terms used above.