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Stockman Financial Corp

FACTS

WHAT DOES STOCKMAN FINANCIAL CORPORATION DO
WITH YOUR PERSONAL INFORMATION?

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
  • Account balances
  • Account transactions
  • Credit history
  • Insurance claim history
  • Investment experience

When you are no longer our customer, we will not continue to share your information as described in this notice.

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Stockman Financial Corporation chooses to share; and whether you can limit this sharing.

         

Reasons we can share your personal information

 

Does Stockman Financial Corporation share?

Can you limit this sharing?

For our everyday business purposes—
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

 

Yes

No

For our marketing purposes—
to offer our products and services to you
 

Yes

No

For joint marketing with other financial companies

 

No

We don't share.

For our affiliates’ everyday business purposes—
information about your transactions and experiences
 

No

We don't share.

For our affiliates’ everyday business purposes—
information about your creditworthiness
 

No

We don't share.

For nonaffiliates to market to you  

No

We don't share.

       
Questions? Call 1-877-300-9369 or go to www.stockmanbank.com  
       
Who we are        
Who is providing this notice? Stockman Bank of Montana, Stockman Insurance, Inc., and Stockman Asset Management, Inc.
What we do        
How does Stockman Financial Corporation 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.
How does Stockman Financial Corporation collect my personal information?

We collect your personal information, for example, when you

  • open an account or apply for a loan
  • give us your contact information
  • apply for insurance
  • enter into an investment advisory contract.

We also collect your personal information from others such as credit bureaus.

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 laws and individual companies may give you additional rights to limit sharing.

Definitions        
Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Stockman Financial Corporation does not share with our affiliates.
Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Stockman Financial Corporation does not share with nonaffiliates so they can market to you.
Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Stockman Financial Corporation doesn’t jointly market.

Rev Jan. 2013

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