UNIVERSITY

FUNDING

PROFESSIONALS

UNIVERSITY

FUNDING

PROFESSIONALS

Privacy Policy

Your privacy is important to University Funding Professionals. This privacy statement provides information about the personal information that University Funding Professionals collects, and the ways in which University Funding Professionals uses that personal information.

Personal information collection

University Funding Professionals may collect and use the following kinds of personal information during the Free Consultation:

• Names, Dates of Birth, address, phone numbers, email addresses

• General financial information to determine your Estimated Family Contribution

• We will not use Social Security numbers or account numbers during this consultation

University Funding Professionals may collect and use the following kinds of personal information after you become a customer:

• Names, Dates of Birth, address, phone numbers, email addresses

• General financial information to determine your Estimated Family Contribution

• Social Security numbers, account numbers and balances as needed to complete your planning program

• Information needed to complete the FAFSA, CSS Profile and other Admission/ Financial Aid applications.

Using personal information

University Funding Professionals may use your personal information to:

• Determine if there is a benefit to work together on your family’s college planning

• Determine your Estimated Family Contribution

• Enable access to our career planning website

• Produce the planning binder and documentation for your plan

University Funding Professionals discloses your personal information to the following entities:

• UFPROS Agents

• The federal Government FAFSA website

• The College Board Profile

• The National Association of College Funding Professionals

For the purpose of completing your college financial aid application program and pre-disclosed vendors that will provide services to you and your family.

In addition to the disclosures reasonably necessary for the purposes identified elsewhere above, University Funding Professionals may disclose your personal information to the extent that it is required to do so by law, in connection with any legal proceedings or prospective legal proceedings, and in order to establish, exercise or defend its legal rights.

Securing your data

University Funding Professionals will take reasonable technical and organizational precautions to prevent the loss, misuse or alteration of your personal information. University Funding Professionals will store all the personal information you provide on its secure servers.

Updating this statement

University Funding Professionals may update this privacy policy as necessary. You should check with us occasionally to ensure you are familiar with any changes.

Other websites

This website contains links to other websites. University Funding Professionals is not responsible for the privacy policies or practices of any third party.

Contact University Funding Professionals

If you have any questions about this privacy policy or University Funding Professional’s treatment of your personal information, please write to:

• by email to

chris@ufpros.com

• by post to:

University Funding Professionals, LLC

26008 3rd St W

Zimmerman, MN 55398


Copyright © 2025 University Funding Professionals, LLC. All Rights Reserved.