CamaPlan Account Setup

Congratulations on taking the first step toward financial freedom by opening a self-directed IRA and using your retirement account to invest in real estate. CamaPlan offers an expedited account opening process. This method is the fastest way of opening and funding your self-directed IRA. CamaPlan will be available to walk you through this electronic process and put you in a position to quickly start investing your retirement account in real estate.  If at any time you feel the need to speak with us, please contact us at 866-559-4430. Start today by following the account opening process below.

If you prefer to receive our application packet via email, please click here.

To begin the expedited account process and electronically open a CamaPlan account, please make sure you have the following items on hand:

  • Your driver’s license
  • Personal information for your beneficiaries (this will include their full names, dates of birth and Social Security numbers)
  • Credit or debit card

Steps to set up an account electronically:

1 – Processing Fee

Submit your payment for the $99 for the expedited process.

2 – Application

Fill out and electronically sign an online version of the application. This is a secure process which uses your electronic signature to legally authorize the documents.

3 – Funding

Funding you IRA can be done in three ways: Contribution, Rollover and/or Transfer. CamaPlan will work with you and your custodian to insure the process goes smoothly. Read over the descriptions of funding methods to decide which one best fits your situation.

Step 1

Have questions? Call CamaPlan at (866) 559-4430

If you find at any time during this process that you need assistance with the forms, please don’t hesitate to contact us at 866-559-4430.