Privacy Notice – Southwest Financial

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 account balances
• Payment history and income and assets
• Credit history and employment information

When you are no longer our customer we 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 Southwest Financial Services of Farmington Inc. chooses to share; and whether you can 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

Yes

No

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

Yes

Yes

For our affiliates to market to you –

Yes

Yes

For nonaffiliates to market to you –

No

We don’t share

To limit our sharing

• Call – Our menu will prompt you through your choice(s)
• Visit us online:
• Mail the form below

Please note:
If you are a new customer, we can begin sharing 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 any time to limit our sharing.

Questions?

Call 505-326-0266 or go to

Mark any/all you want to limit:

Mail To:

Southwest Financial Services of Farmington, Inc.
480 East 20th
Farmington, NM 87401

Who is providing this notice?

Southwest Financial Services of Farmington, Inc.

How does Southwest Financial 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 Southwest Financial collect my personal information?

We collect your personal information, for example, when you

• apply for a loan or give us your income information
• provide account information or pay us by check
• give us your employment information

We also collect your personal information from 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 nonaffiliates to market to you

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

What happens when I limit sharing for an account I hold jointly with someone else?

Your choices will apply to everyone on your account.

Affiliates

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

• Our affiliates include financial companies such as Southwest Financial Services, Inc. and Mesa Financial of Farmington, Inc.

Nonaffiliates

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

• Southwest Financial Services of Farmington, Inc. 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.

• Southwest Financial Services of Farmington, Inc. does not jointly market.