All Roll Calls
Yes: 131 • No: 0
OklahomaSB 2067Oklahoma 2026 Regular SessionSenateWALLET
Financial institutions; Financial Privacy Act; permitting disclosure or release of information for investigations of financial exploitation of protected adults. Effective date.
Sponsored By: Jerry Alvord (Republican)
Signed by Governor
Senate Committee
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Bill Overview
Analyzed Economic Effects
3 provisions identified: 3 benefits, 0 costs, 0 mixed.
Banks can pause suspicious transfers for protected adults
Beginning November 1, 2026, banks in Oklahoma may place a temporary hold when they suspect financial exploitation of a protected adult. They must tell authorized parties and any trusted contact within three business days and start an internal review. Holds end when abuse is ruled out or after 10 business days, and can extend to 20 business days with review or an agency request; an agency or court may also end or extend a hold. Employees must report concerns to their bank, and the bank must notify the proper agency. The bank may tell a trusted contact or another associated person, but it cannot alert a suspected exploiter. Banks and staff are protected from liability for good‑faith reports or holds. Banks are not required to place a hold.
Banks share records in abuse investigations
Beginning November 1, 2026, when an agency certifies it is investigating financial exploitation of a protected adult, a bank must keep records and may provide relevant records. At the agency’s request, the bank may give account statements covering 90 days before and up to 60 days after the alleged act, plus items like overdrafts, deposits, signature cards, powers of attorney, address changes, and available surveillance images. These targeted disclosures are allowed despite the state Financial Privacy Act, but all sharing still follows state and federal law. Requests outside this investigation path must meet the usual Financial Privacy Act rules.
Protections start November 1, 2026
The law takes effect on November 1, 2026. All duties, notices, and protections begin on that date.
Sponsors & Cosponsors
Sponsor
Jerry Alvord
Republican • Senate
Cosponsors
Mark Lepak
Republican • House
Mark Mann
Democratic • Senate
Roll Call Votes
House vote • 4/29/2026
Top_of_Page
Yes: 81 • No: 0
House vote • 4/15/2026
DO PASS
Yes: 17 • No: 0
House vote • 4/15/2026
DO PASS
Yes: 17 • No: 0
House vote • 4/7/2026
DO PASS
Yes: 8 • No: 0
House vote • 4/7/2026
DO PASS
Yes: 8 • No: 0
Senate vote • 3/16/2026
THIRD READING
Yes: 0 • No: 0
Senate vote • 2/5/2026
Top_of_Page
Yes: 0 • No: 0
Actions Timeline
Approved by Governor 05/06/2026
5/6/2026SenateSent to Governor
4/30/2026SenateSigned, returned to Senate
4/30/2026HouseEnrolled, to House
4/30/2026SenateReferred for enrollment
4/29/2026SenateSigned, returned to Senate
4/29/2026HouseThird Reading, Measure passed: Ayes: 81 Nays: 0
4/29/2026HouseGeneral Order
4/29/2026HouseCR; Do Pass Government Oversight Committee
4/15/2026HousePolicy recommendation to the Government Oversight committee; Do Pass Banking, Financial Services and Pensions
4/8/2026HouseReferred to Banking, Financial Services and Pensions
3/30/2026HouseSecond Reading referred to Government Oversight
3/30/2026HouseFirst Reading
3/17/2026HouseEngrossed to House
3/17/2026SenateReferred for engrossment
3/16/2026SenateMeasure passed: Ayes: 46 Nays: 0
3/16/2026SenateGeneral Order, Amended by Floor Substitute
3/16/2026SenateCoauthored by Senator Mann
2/18/2026SenateCoauthored by Representative Lepak (principal House author)
2/16/2026SenatePlaced on General Order
2/10/2026SenateReported Do Pass Business and Insurance committee; CR filed
2/5/2026SenateSecond Reading referred to Business and Insurance
2/3/2026SenateAuthored by Senator Alvord
2/2/2026SenateFirst Reading
2/2/2026Senate
Bill Text
Enrolled (final version)
4/30/2026
Floor (House)
4/18/2026
House Committee Report
4/15/2026
House Policy Committee Report
4/8/2026
Engrossed
3/17/2026
Floor (Senate)
2/9/2026
Senate Committee Report
2/5/2026
Introduced
1/15/2026
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