Rev. 07/2020

FACTS

WHAT DOES STATE STREET DO
WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federallaw 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.
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What?

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The types of personal information we collect and share depend on theproduct or service you have with us. This information can include:
Social Security number and income
Account balances and payment history
Transaction and transaction histories

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 State
Street chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information
For our everyday business purposes—
such as to process your transactions, maintain youraccount(s), respond to court orders and legal
investigations, or report to credit bureaus
For our marketing purposes—
to offer our products and services to you
For joint marketing with other financial
companies
For our affiliates’ everyday business purposes—
information about your transactions and experiences
For our affiliates’ everyday business purposes—
information about your creditworthinessFor our affiliates to market to you
For nonaffiliates to market to you

To limit
our sharing
Questions?

Does State Streetshare?

Can you limit thissharing?

YesNoNoWe don’t shareNoNoNoNoNoWe don’t share
We don’t share
We don’t share
We don’t share
We don’t share

You cannot limit sharing your information for our everyday business purposes.
o Email: PrivacyOffice@StateStreet.com

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Who we are?
Who is providing this notice?

What we do?
How does State Street protect
my personal information?

State Street Bank & Trust Company, its subsidiaries, affiliates orassigns (“State Street”).

To protect your personal information from unauthorized access anduse, we use security measures that comply with federal law. Thesemeasures include computer safeguards and secured files andbuildings.

How does State Street collect
my personal information?

We collect your personal information, for example, when you▪ Open an account▪ Pay us by check▪ Make deposits and withdrawals from your account▪ Provide your account information▪ Provide your contact information

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

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

You cannot limit sharing your information for our everyday businesspurposes.

Definitions
Affiliates

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

Nonaffiliates

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

Joint marketing

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

Information Classification: General