Open a CamaPlan account and take control of your financial future by investing in real estate, precious metals, private placements, notes, and other permitted asset classes.
Its so easy, you can open an account today in 5 quick and easy steps
You will need:
- Your driver’s license
- A recent account statement
- Beneficiary information
- A credit card or checking account and bank routing numbers for electronic payments
Step #1 – Application
Select the type of account you wish to open and enter your personal details.
For the following account types, you will need to complete a pdf instead, Click here for our forms and downloads.
- Inherited/beneficiary accounts
- Coverdell ESA
- Health Savings Account (HSA)
- Qualified Plans such as a 401(k)
Step #2 – Funding
Select either: Transfer, Rollover, or Contribution. Have a recent account statement ready for rollovers and transfers into CamaPlan. (What’s the difference between a transfer and a rollover?)
Step #3 – Beneficiaries
Beneficiary percentages must equal 100%. You will need: their full name, date of birth, phone number, and social security number.
Step #4 – Payment
Enter in your credit card or Echeck information to pay your account fee
Step #5 – Signature
Sign that you have read and approved both the Fee Agreement and the IRA Adoption Agreement.
If you need assistance with this process, please contact our office at (866) 559-4430.