Privacy Policy

Broker Forms ("Broker Forms," "we," or "us") has adopted this Privacy Policy ("Policy") to inform you of how we collect, use, and disclose personal information made available to us. By using a website owned or operated by Broker Forms (the "Site") or otherwise using our services, you agree to be bound by this Policy and the practices it describes.

This Policy applies to our collection, use and sharing of your personal information when you visit our Sites or when we provide you our services. This Policy does not apply to any other information or websites not owned or operated by Broker Forms. Please review this Policy periodically as we may update it from time to time. Each time you visit the Site, or provide us with information, you are, by doing so, accepting the practices described in this Policy at that time.

Summary

We value your privacy and, unless otherwise stated in this Policy, will not sell or share your personal information with third parties without your consent. This Policy covers the following topics (please click on the link to view a more detailed discussion of each topic):

Personal Information We Collect About You

This section of our Policy describes the categories of personal information we collect about you and the different ways in which we collect your personal information.

Personal Information that You Provide: You may visit and browse our Site without providing any personal information. When we ask for your personal information it is so we can register you for an account, process your orders, perform a service for you, and communicate with you about our products and services. For example, you will need to provide us with your personal information to create an account or make a purchase on our Site or for us to generate and electronically file wage and information forms for you. This information may include your name, contact information, payment information, birthdate, social security number, employment information, and financial and tax information.

Information We Get From Others: We may obtain additional information about you from third party sources, such as service providers, vendors, clients, and advertising agencies to provide you with more relevant information about our services. This information may include your contact information or cookie information. If your employer is using our services, they may provide your personal information to us necessary to complete governmental agency wage, income, and information reporting form filing.

Information Automatically Collected: Like many other websites, and regardless of whether you have registered for an account with us, we, or third party data analytics companies acting on our behalf, may record personal information that your browser routinely shares about you and how you use the Site, and we may automatically track certain information based upon your behavior on the Site. This information may include the URL that you have just come from (whether this URL is on our Site or not), the URL you go to next (whether this URL is on our Site or not), your computer's browser information, mouse clicks, mouse movements, scrolling activity, text that is typed and your IP address. We will not attempt to associate this data with any personally identifiable data unless required to do so to cooperate with law enforcement activity or other governmental request or to otherwise comply with law.

How We Use Your Personal Information

This section of our Policy describes the different purposes for which we may use the personal information we collect about you.

We will generally use the personal information that we collect to help us operate the Site, to provide requested products and perform requested services, to help us understand our users and their preferences, and to market products and services to our Site's users that may be of interest to them. The following provides a more specific discussion of our uses and disclosures of the information that we collect. We will seek your consent before we use your personal information for any other purposes.

To Provide Requested Products and Services: We may use the personal information collected through the Site to process your orders and provide services and support that you request or register to receive. For example, if you place an order on our Site, we will use your personal information, as necessary, to process your order and communicate with you about the status of your order. We will also use the personal information collected through the Site to open, maintain, administer and service your account.

To Communicate with You about Products or Services that You may be Interested in: We may use the personal information collected through the Site to provide you information about our products or services that you request to receive and that we believe you may be interested in. You will always be given the opportunity to unsubscribe or opt out of receiving further marketing emails by following the unsubscribe instructions in the email.

Statistical Analyses of the Information: We may use analytics providers, such as Google Analytics and Adobe Analytics, to help us gather statistical information about the visitors to our Site and how they use the Site on an anonymous, aggregate basis but will not associate this data with personally identifiable data unless required to do so to cooperate with law enforcement activity or other governmental request or to comply with law. We may use this information to gain a better understanding of the users of our Site, to improve our Site, and to improve our services and product offerings. Depending on the type of browser and device that you use, you may have the ability to control the type of information that an analytics provider gathers and uses. To understand how Google Analytics collects and processes data, please visit www.google.com/policies/privacy/partners/. To understand how Adobe Analytics collects and processes data, please visit http://www.adobe.com/privacy/analytics.html. We reserve the right to license or sell aggregate information about the visitors to our Site, but this information will not be individually identifiable.

Business Operations, Law Enforcement and Legal Actions: We may release your information without prior notice when we believe it is appropriate to prevent fraud; to comply with law or to cooperate with law enforcement activity or other governmental request; to respond to subpoenas, court orders or administrative agency requests for information; to enforce our policies; to protect the rights, property and safety of our business and of others; or when required or otherwise permitted by law. For example, we may share information with law enforcement to reduce the risk of fraud or if someone uses or attempts to use our Site for illegal reasons. If there is a sale or merger of the company, division or business unit that operates this Site, we may also transfer the information we have collected in connection with such sale or merger.

Customized Experience: We may use the information that we have about you to provide and personalize some of the Site's features or services (including ads), including with the help of automated systems and inferences we make, so that the Site can be more relevant and useful to you and others.

How We Share Your Personal Information

This section of our Policy describes the categories of personal information we share with third parties and the types of third parties with whom we share that information. We do not share your personal information with third parties without your consent, except as described in this Policy. Specifically, we share the personal information described below with the following categories of third parties:

Service Providers and Business Partners: We may use third party service providers and business partners such as our print vendors, internet service providers, payment processors, email marketing providers, and marketing intelligence service providers, to help us design and operate the Site or to provide other services to you, and we will provide them with your personal information as necessary for the services. We may also share your contact information with our business partners who offer a service to you jointly with us. Unless otherwise indicated at the time we collect your information, if we allow third parties to access the personal information we collect, we will have contractual provisions or other appropriate protections in place to ensure such access is for limited purposes and in compliance with this Policy.

To Electronically File Forms: If you request that we electronically file a wage, income, or information reporting form with a governmental agency on your behalf, we will share with the relevant governmental agency all of your personal information that you include on the relevant form. This will only be done at your request. Once the form has been filed with the governmental agency, Broker Forms no longer has any control over the form or the purposes for which the governmental agency may use it.

Payment: If you purchase any products or services through this Site, your payment information, including your credit card information, will be captured and processed by a third party provider that will manage the transaction. We will not have access to any payment information.

Security, Compliance, Fraud Prevention, Safety; Compliance with Law: We may disclose some or all of your personal information as we believe appropriate to government or law enforcement officials or private parties for the purposes described above under the following subsection: Business Operations, Law Enforcement and Legal Actions.

Business Transfers: We may sell, transfer or otherwise share some or all of our business or assets, including all of your personal information, in connection with a business deal (or potential business deal) such as a merger, consolidation, acquisition, reorganization or sale of assets, or in the event of bankruptcy.

Cookie Policy

This section describes how Broker Forms and its business partners may collect and store information about you and your use of the Site through cookies and other tracking technologies. Cookies are small data files that are placed on your computer or mobile device when you visit a website.

First Party Cookies and Other Tracking Technology: Cookies we place on this Site are called "first party cookies." We use several different kinds of cookies on our Site, including strictly necessary cookies, which are cookies that are necessary for the Sites to function and cannot be switched off in our systems; performance cookies, which allow us to count visits and traffic sources so we can measure and improve the performance of our Site; and functional cookies, which enable the Site to provide enhanced functionality and personalization.

Cookies are not the only way to track visitors to a website. We may use similar technologies from time to time, like web beacons (sometimes called "tracking pixels" or "clear gifs"). These are tiny graphics files that contain a unique identifier that enable us to recognize when someone has visited our Site. These technologies often depend on cookies to function properly, and so disabling cookies may impair their functioning.

If you sign up to receive our e-mails, we will also use cookies in conjunction with these emails. When your browser downloads any graphic content in the e-mail, we will also place a cookie on your computer that will tell us if you come to our website at a later date.

Third-Party Cookies: In addition to our own cookies, we collaborate with various third-party service providers who place cookies on our Site. These "third-party cookies" enable third party features or functionality, such as advertising or website analytics, to be provided on or through the Site. The parties that set these third party cookies can recognize your computer or device both when it visits the website in question and also when it visits certain other websites and/or mobile apps. For example, we use Google Analytics to provide us with demographic information about our visitors and to help us analyze how people use our website. Our third-party service providers include: Adobe Analytics and Google Analytics. To learn more about how these providers use cookies, please click the links above or visit their respective websites to view their cookie policies.

Disabling Cookies and Other Tracking Technology: Most browsers let you remove or reject cookies. To do this, follow the instructions in your browser settings. Many browsers accept cookies by default until you change your settings. For more information about cookies, including how to see what cookies have been set on your computer or mobile device and how to manage and delete them, visit www.allaboutcookies.org and www.youronlinechoices.com.

Some Internet browsers also may be configured to send "Do Not Track" signals to the online services that you visit. We currently do not respond to "Do Not Track" or similar signals. To find out more about "Do Not Track," please visit http://www.allaboutdnt.com.

Your Choices

This section of our Policy describes your choices with respect to the personal information you provide and the marketing communications you choose to receive. In addition, some states may grant you additional rights as further described in the "Location-Specific Disclosures" section below.

Opt Out of Marketing Communications: You may opt out of marketing-related emails by following the opt-out prompt in the email. To opt out of other forms of marketing communications, please contact us as detailed at the end of this Policy.

Consequences of Not Providing Personal Information: You are not required to provide all personal information identified in this Policy to use our Site or to interact with us offline, but certain functionality will not be available if you do not provide personal information. For example, if you do not provide personal information, we will not be able to provide you with our filing services, and we may not be able to respond to your request, perform a transaction with you, or provide you with marketing that we believe you would find valuable.

How We Protect Your Personal Information

We will use commercially reasonable means to protect the integrity of the Site and to limit access to your personal information, including by implementing appropriate security safeguards designed to protect your data. For example, we use commercially reasonable means to protect the security of information during transmission on the Site by using Transport Layer Security (TLS) or comparable software to encrypt all transmissions on the Site. However, we cannot provide absolute assurances against, and will not be liable for, any breaches of data security or confidentiality due to system failures or unauthorized access by third parties, or other causes beyond our reasonable control. Broker Forms cannot ensure or warrant the security of any information that you transmit to us by e-mail, and you do so at your own risk.

Verifying, Changing, or Deleting Your Information

We recognize that you may need to correct or update the personal information that you previously provided us. If you have registered for an account, you can access, review and manage many changes yourself via your account, including updating your profile information and changing your communication preferences. If you have not registered for an account, or the information you are seeking is not available within your account, you can contact us as detailed at the end of this Policy and ask us to change, update or fix your information in certain cases, particularly if it is inaccurate. You can also request that we erase or delete all or some of your personal information or otherwise object to, limit, or restrict the use of such information (if we have no legal right or legitimate business interest in retaining such information). You may also ask to review any of the information that we have retained about you, how we have used it, and to whom we have disclosed it at any time by contacting us.

Data Integrity and Retention

We use the information that we collect about you only for the purposes for which it is collected and consistent with this Policy. We retain your personal information even after you have closed your account if reasonably necessary to comply with our legal obligations (including law enforcement requests), meet regulatory requirements, resolve disputes, maintain security, prevent fraud and abuse, enforce our terms and conditions, or fulfill your request to "unsubscribe" from further messages from us. We will retain de-personalized information after your account has been closed but will destroy your personal information when it is no longer needed for the foregoing purposes, or we remove your personal information to render it anonymous. We keep information provided to us for as long as we believe necessary for our business purposes and as permitted by applicable law. In most cases, we will retain information that we have collected from you for seven (7) years.

Transfers of Information

Any information you provide to us through the use of the Site may be stored, processed, transferred among, and accessed from the United States and other countries which may not guarantee the same level of protection of personal information as the one in which you reside. However, we will handle your personal information in accordance with this Policy regardless of where your personal information is kept. We will not transfer your confidential tax information outside of the United States unless you so request.

Children

Our Site is not directed at children under the age of 13, and we will not knowingly collect information about children under the age of 13. If you are under the age of 13, please do not sign up for an account or submit your personal information. If you are a parent who believes that we have collected information about a child under age 13, please notify us as detailed at the end of this Policy and we will be happy to delete the information.

Changes to This Policy

Broker Forms may revise this Policy at any time. If we do change this Policy, we will post the revised version on the Site, listing the date that this Policy was last revised at the bottom of this page. If we make material changes to this Policy that affect your rights or how we use the personal information we collect, we will notify you by email or through the Site.

Location-Specific Disclosures

The law requires that we provide additional disclosures to residents of certain countries, regions and states. Please see below for disclosures that may be applicable to you.

Notice to California Residents

If you are a California resident, this section applies to you in addition to the rest of this Policy.

Personal Information We Collect: We collect your personal information when you interact with our Site or otherwise communicate with us. In the past 12 months, we have collected the following categories of personal information from consumers and have used that information for the following purposes:

Category of Personal Information Collected Business Purpose of Collection Source(s) of information Retention period
Identifiers, including real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, social security number, and telephone numbers To provide client services (including form preparation) and marketing purposes Directly from you, passively when you visit our Site or view our electronic communications, and from third parties (e.g., your employer) in connection with provision of our services 7 years
Characteristics of protected classifications under California or federal law, including age or date of birth, race, color, national origin, physical disabilities, mental disabilities, medical condition, gender, gender identity, gender expression, sexual orientation, military or veteran status, and criminal conviction history If you choose to disclose this information, we collect it as part of our employment application process Directly from you 1 year for applications not resulting in employment Period of employment plus 7 years post-employment, unless longer retention period is required by law
Occupation, professional, or employment-related information If you choose to disclose this information, we collect it as part of our employment application process Directly from you and from third parties (e.g., your employer) in connection with provision of our services 1 year for applications not resulting in employment Period of employment plus 7 years post-employment, unless longer retention period is required by law
Geolocation data To assist in marketing and identify Site traffic patterns Passively when you visit our Site or view our electronic communications Not retained; refer to Google and Adobe retention policies
Education information If you choose to disclose this information, we collect it as part of our employment application process Directly from you 1 year for applications not resulting in employment Period of employment plus 7 years post-employment, unless longer retention period is required by law
Internet or other electronic network activity information, including browsing history, search history, and information regarding an individual's interaction with an internet site, application, or advertisement To provide you more relevant content, track original Site visits, and optimize your Site experience as well as to ensure our systems are properly functioning Passively when you visit our Site or view our electronic communications 120 days

We will not collect additional categories of personal information or use the personal information we collected for materially different, unrelated, or incompatible business purposes without providing you notice. We will only retain your personal information for the period of time indicated above.

Sharing Your Information: We do not share your personal information with third parties for cross-context behavioral advertising purposes or otherwise sell your personal information, but we may disclose it to third parties for a business purpose. Specifically, in the last 12 months we have disclosed the following categories of personal information to certain third party subcontractors and service providers for a business purpose:

Category of Personal Information Disclosed Category of Third Parties with Whom Information is Disclosed Business or Commercial Purpose for Disclosure
The following identifiers: real name, alias, postal address, unique personal identifier, online identifier, email address, account name, social security number, telephone numbers, and Internet Protocol address Print vendors or tax preparation companies (if necessary and selected by you as part of our filing services), and applicable government agencies, internet service providers, email marketing provider, and marketing intelligence service providers To provide our services if selected by you and operate and improve our Site
The following internet or electronic information: browsing history, search history, and information regarding an individual's interaction with an internet site, application or advertisement Internet service providers and marketing intelligence service providers To operate and improve our Site
Geolocation data Marketing intelligence service providers To operate and improve our Site

Sensitive Personal Information: We do not use or disclose sensitive personal information except as necessary to provide you with our services.

Personal Information of Children: We have no actual knowledge that we sell or share personal information of consumers under 16 years of age.

Your Rights: California residents have certain rights regarding their personal information:

  • Right to Know: You may request no more than twice in a 12-month period that we provide you with copies of specific personal information we have collected, sold, or disclosed about you. However, under California law, we cannot provide you with certain sensitive information, despite your request (for example, we will not send you copies of your social security number even if it is something we collected).
  • Right to Delete: You may request that we delete personal information we have collected about you, with certain exceptions.
  • Right to Correct. You may request that we correct inaccurate personal information that we maintain about you.
  • Shine the Light. Under California's "Shine the Light" law, you have the right to ask us once a year if we have shared your personal information with third parties for direct marketing purposes.

If you are not a Broker Forms customer but instead are using a Broker Forms service made available by your employer or other organization, please contact your employer or the issuing organization directly to exercise any of the rights above. If you are a Broker Forms customer looking to exercise your rights above, please submit a request by contacting us as detailed at the end of this Policy, or filling out the form found here. Please describe your request with sufficient detail so we can properly respond to your request. As part of your request, please specify which right you are exercising and provide your name, contact information, and the type of request you wish to make. We may ask for additional information to verify your identity. The information you provide in your request and any follow up information we ask for from you will be used solely to verify your request. After receiving your request, we may need to contact you for further information and will notify you if your request has been granted or declined, or if an exception applies to your request. Only you or an individual designated as your authorized agent to act on your behalf may make a request related to your personal information. We will not discriminate against you if you choose to exercise your rights.

Responding to Your Rights Request: We will try to respond to your request within 45 days. If we need more time, we will contact you with the reason we need more time and the extension period. We will deliver our written response by mail or electronically, at your option. In response to your request to know, we will only disclose the information we have collected in the 12 months prior to our receipt of your request. Our response will also explain the reasons we cannot comply with any request, if applicable.

We do not charge a fee to process or respond to your request unless your request is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate prior to completing your request.

Questions: If you have any questions or concerns about our privacy practices or information practices, please contact us as detailed at the end of this Policy.

Notice to Colorado, Connecticut, Delaware, Iowa, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Tennessee, Texas, Utah and Virginia Residents

We do not sell your personal information to third parties or process your personal information for the purposes of targeted advertising or profiling in furtherance of decisions that produce legal or similarly significant effects.

Sensitive Personal Information: If you have engaged us to provide wage, income, or information reporting form filing with a governmental agency on your behalf, we will need to process certain sensitive information about you as necessary to provide that service, which we will do with your consent. We will only process this information as necessary to provide this service and in accordance with applicable law and our data retention policies. We do not use sensitive information to make inferences about you.

Your Rights: State law gives you certain rights regarding your personal information:

  • Right to Correct. You may request that we correct inaccurate personal information we maintain about you.
  • Right to Delete. You may request that we delete certain personal information we have collected about you, with certain exceptions.
  • Right of Access. You have the right to confirm whether we are processing your personal information and to access such personal information, and, under certain circumstances, to receive a copy of such personal information.

Exercising Your Rights: If you are not a Broker Forms customer but instead are using a Broker Forms service made available by your employer or other organization, please contact your employer or the issuing organization directly to exercise any of the rights above. If you are a Broker Forms customer looking to exercise your rights, please click here or contact us as detailed at the end of this Policy. Please describe your request with sufficient detail so we can properly respond to your request. As part of your request, please specify which right you are exercising and be prepared to provide your name and contact information. Only you or an individual designated as your authorized agent to act on your behalf may make a request related to your personal information. You may also make a request on behalf of an individual subject to your guardianship, conservatorship, or other similar arrangement.

We will not discriminate against you if you choose to exercise your rights, and you may exercise your rights at any time. We may ask for additional information to verify your identity if we cannot authenticate your identity or authority based on the information you have provided and the information in our records. The information you provide in your request and any follow up information we ask for from you will be used solely to verify your request and authenticate your identity or your authority.

Responding to Your Rights Request: We will respond to your request by mail or electronically, at your option, and will notify you if your request has been granted or declined, if an exception applies to your request, any reason we cannot comply with your request, or if we need additional information. We will do our best to respond to your request within 45 days. If we need more time, we will contact you with the reason and the extension period. We will not charge a fee to process or respond to your request unless your request is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate prior to completing your request. You may have the right to appeal our refusal to take action on a rights request after receiving our decision by contacting us as detailed at the end of this Policy. We will try to inform you of our decision in writing within 45 days after receipt of your appeal, with a written explanation of our decision. If we need more time, we will contact you with the reason and the extension period. If your appeal is denied or if you have concerns about the results of an appeal, you may contact your state's attorney general, and we will provide you contact information for your state's attorney general at that time.

Notice to Nevada Residents

Nevada law gives Nevada consumers the right to request that a company not sell their personal information for monetary consideration to certain other parties. We do not sell your personal information for monetary consideration; however, this right still applies. If you are a Broker Forms customer residing in Nevada and wish to exercise this right, please submit your request by contacting us as detailed at the end of this Policy.

Contacting Us

If you have any questions or comments about our policies and practices, or if you are a Broker Forms customer wishing to make a privacy right request as detailed above, contact us using one of the following methods:

By Email: service@brokerforms.com

By phone: +1 (888) 880-0463

By mail: 2480 Walker Ave NW, Grand Rapids, MI 49544

If you are not a Broker Forms customer but instead are using a Broker Forms service made available by your employer or other organization, please contact your employer or the issuing organization directly to exercise any of the rights above.

Last Updated: September 30, 2024