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Privacy Policy

Rev. 10/2016

FACTS WHAT DOES SUMMIT BANK, N.A. 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
  • Payment history and Transaction history
  • Assets and Checking account 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 Summit Bank, N.A. chooses to share; and whether you can limit this sharing.

 

Reasons we can share your personal information Does Summit Bank, N.A. 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 Yes No
For our affiliates' everyday business purposes: information about your creditworthiness No We don't share
For affiliates to market to you Yes Yes
For nonaffiliates to market to you No We don't share
To limit our sharing

- Call toll-free (844) 869-1599

Please note:
If you are a new customer, we can begin sharing your information 30 days from the date we provided or 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 (850) 785-3669

 

Who we are
Who is providing this notice

Summit Bank, N.A.

What we do
How does Summit Bank, N.A. 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 Summit Bank, N.A. collect my personal information?

We collect your personal information, for example, when you

  • Open an account or deposit money
  • Apply for a loan or Make deposits or withdrawals from your account
  • Give us your contact information
We also collect your personal information from others, such as credit bureaus 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
Definitions
Affiliates Companies related by common ownership or control. They can be financial and non-financial companies.
  • Our affiliates include financial companies, such as Summit Wealth Management Group.
Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.
  • Summit Bank, N.A. 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.
  • Summit Bank, N.A. doesn't jointly market.
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To report a lost or stolen Summit Bank Debit Card, please call 1-800-500-1044

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