Open a Precious Metals
There are four easy steps to open and fund your CamaPlan Self-Directed IRA.
You will need:
- Your driver’s license
- A recent account statement (see step 2)
- Beneficiary information (see step 3)
Step #1 – Application
Select the type of account you wish to open and enter your personal details. Be sure to select the precious metals fee agreement!
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, mailing address, and social security number.
Step #4 – 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.