Federal regulators have issued a final model Privacy Form designed to help consumers more easily understand how financial institutions collect and share their information. If your institution is not required to provide an opt-out, you may use this form to obtain a "safe harbor" and satisfy your disclosure requirements for privacy notices.
The final rule also provides that the previous sample clauses that were included in the rules will no longer offer "safe harbor" protection after December 31, 2010.
Our CF-1001 & CF-1002 Privacy Disclosures are available in Blue & Black, Green & Black or Burgundy & Black to allow you to reinforce the brand of your institution. Additionally, you are permitted to include your logo if you choose.
Download the interactive PDF form-builder and order form to customize your notice to match your specific Privacy Policy. You can click on the Yellow Note Icons within the document for additional instructions from the regulations. Fill in the fields and email the form data back to us by clicking on the GREEN "CLICK HERE TO EMAIL YOUR CUSTOMIZED ORDER TO KEYSTONE" button at the top of page 5. We also included a print and fax option, however this option of submission is not preferred.
You will receive a PDF proof of your final notice for you to approve before we print your order. ALL FINISHED NOTICES WILL BE LETTER FOLDED UNLESS YOU INSTRUCT US OTHERWISE.
If you have any questions or need help completing the form, contact us at 1-800-648-5785 and a customer service representative will assist you.
Please note that your notice will only be considered compliant if your selections are based on your actual policies.
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