Keep What's Private...Private.

Facts: What FORUM Credit Union Does With Your Personal Information.

Privacy Policy

See FORUM's Privacy Policy

California Consumer Privacy Act

See FORUM's California Consumer Privacy Act disclosure. 



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.


The types of personal information we collect and share depends on the product or service you have with us. This information can include:

  • Social Security number and account balances
  • Overdraft history and income
  • Payment history and transaction or loss history

When you are no longer our member, we continue to share your information as described in this notice.


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 members' personal information, the reasons FORUM Credit Union chooses to share and whether you can limit this sharing.

Reason We Might Share Your Personal Information.

For our everyday business purposes — to process your transactions, maintain your account(s), respond to court orders and legal investigations, or to report to credit bureaus.

For our marketing purposes — to offer our products and services to you.

For joint marketing programs with other financial companies.

For our affiliates' everyday business purposes — to provide information about your transactions and experiences.

Information obtained by subscribing to SMS programs will not be shared with unaffiliated third parties.

We do not share your information with affiliates for their marketing purposes.


Call toll-free 800-382-5414

How Does FORUM Credit Union 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 FORUM Credit Union Collect My Personal Information?

We collect your personal information, for example, when you take the following actions:

  • Open an account or pay your bills
  • Use your credit or debit card or apply for financing
  • Make deposits or withdrawals from your account

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 (e.g., information about your creditworthiness)
  • Affiliates from using your information to market to you
  • Sharing for nonaffiliates to market to you

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



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

  • Our affiliates include companies with a FORUM Private Client Group name.


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

  • FORUM 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.

  • Our joint marketing partners include advertising/marketing agencies, CUNA Mutual Group's MEMBERCONNECT, financial advisors and insurance providers.
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