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Privacy Statement and Other Important Information

FACTS: WHAT DOES H&R BLOCK BANK
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 and income
  • assets and account balances
  • payment history and credit history.
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 H&R Block Bank chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information Does H&R Block Bank Share? Can you limit 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 Yes
For joint marketing with other financial companies No We don­t share
For our affiliates' everyday business purposes -
Information about your transactions and experiences
Yes No
For our affiliates' everyday business purposes -
Information about your creditworthiness
Yes Yes
For our affiliates to market to you Yes Yes
For non-affiliates to market to you No We don­t share

To limit our sharing:
  • Call 800-472-5625 - our menu will prompt you through your choices(s) or
  • View us Online: www.hrbbank.com

  • Please Note:
    If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.
    However, you can contact us at anytime to limit our sharing.
Questions?:
  • Call 800-472-5625 or go to www.hrbbank.com

Who we are
Who is providing this notice? H&R Block Bank, a Federal Savings Bank

What we do
How does H&R Block Bank 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. Additionally, we restrict associate access to your personal information
How does H&R Block Bank collect my personal information? We collect your personal information, for example, when you
  • open an account or use your debit card
  • pay your bills or apply for a loan or line of credit
  • make deposits or withdrawals from your account
We also collect your personal information for others, such as credit bureaus, affiliates, or other companies.
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 non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
What happens when I limit sharing for an account I hold jointly with someone else? Your choices will apply to everyone on your account.

Definitions
Affiliates Companies related by common ownership or control
  • Our affiliates include companies with a common corporate identity or name; financial companies such as H&R Block, Inc.; and nonfinancial companies such as HRB Digital, LLC.
Nonaffiliates Companies non related by common ownership or control. They can be financial and nonfinancial companies.
  • H&R Block Bank does not share with non-affiliates so they can market to you.
Joint marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
  • H&R Block Bank doesn­t jointly market.

Other important information
You may have privacy rights under various state laws including Vermont, California, and Nevada. H&R Block bank will comply with these laws to the extent they apply. We may telephone existing customers with offers for additional financial products. You have the right to opt-out of this contact by calling 800-472-5625 to add your name to our do-not-call/contact list. Nevada residents may also contact the Nevada Attorney General for opt out information by phone (775-684-1100); email (bcpinfo@ag.state.nv.us); or mail (100 N Carson St., Carson City, NV 89701). We may share your personal information with offshore service providers, for the limited purpose of providing a customer service call center for certain of the bank's products and services.

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