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.
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.
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)
If you need assistance with this process, please contact our office at (866) 559-4430.