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.

Step 1

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