WHAT DOES JACKSON HEWITT® DO WITH YOUR PERSONAL INFORMATION?
- Social Security number and income
- Investment experience and assets
- Retirement assets and account transactions
|Reasons we can share your personal information||Does Jackson Hewitt 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||Yes||No|
|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 affiliates to market to you||Yes||Yes|
|For nonaffiliates to market to you||Yes||Yes|
To limit our sharing
- Call (800) 234-1040 -- our menu will prompt you through your choice(s), or
- Email us at firstname.lastname@example.org.
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 any time to limit our sharing.
Call (800) 234-1040 or email us at email@example.com.
|Who we are|
|Who is providing this notice?||Jackson Hewitt Inc., Jackson Hewitt Marketing Services, LLC, and Tax Services of America, Inc.|
|What we do|
|How does Jackson Hewitt 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 Jackson Hewitt collect my personal information?||
We collect your personal information, for example, when you
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
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.
|Affiliates||Companies related by common ownership or control. They can be financial and nonfinancial companies.
|Nonaffiliates||Companies not related by common ownership or control. They can be financial and nonfinancial companies.
|Joint marketing||A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Other Important Information
In some circumstances our use or disclosure of your information may be limited by section 7216 of the Internal Revenue Code (“Section 7216”). Section 7216 generally requires that, in connection with tax returns we prepare for you, we do not use or disclose relevant information for any purposes other than preparing, assisting in preparing, or obtaining or providing services in connection with the preparation of your tax return, unless you authorize us to do so in writing or as authorized by law.
California Residents: If your account has a California mailing address, and subject to your Section 7216 authorizations, Jackson Hewitt will treat you as automatically opting out of sharing with third parties so they may market their products to you. Additionally, you may limit our sharing of your personal information with non-affiliated entities with whom we jointly market products and services by calling us at (800) 234-1040.
Vermont Residents: If your account has a Vermont mailing address, and subject to your Section 7216 authorizations, Jackson Hewitt will treat you as automatically opting out of sharing with third parties so they may market their products to you. Additionally, we automatically treat customers with a Vermont mailing address as having limited sharing with our affiliates as provided above. We will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures. Additional information concerning our privacy policies can be found at https://www.jacksonhewitt.com/privacy-policy/ or call (800) 234-1040.
Nevada Residents: We are providing this notice pursuant to Nevada state law. You may call (800) 234-1040 to be placed on our internal do not call list for marketing calls made to existing customers. For more information about this notice and the Nevada law related to this notice, you may contact: (1) Jackson Hewitt Inc., Attention - Client Care 501 N. Cattlemen Road, Suite 300, Sarasota, FL 34232; tel: (800) 234-1040; or (2) Nevada Attorney General, Bureau of Consumer Protection, 555 East Washington St., Ste. 3900, Las Vegas, NV 89101; tel: (702) 486-3132; email: firstname.lastname@example.org.
Other States: Depending on where you live, you may have additional privacy protections under some state laws.