If you have any problems downloading the forms or have any questions, please call the office at 866-559-4430.

If you prefer, you can open a CamaPlan Account through our online process instead of downloading the forms. To learn more about your options, check out the Open an Account page.

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Open An Account

General Application

Use this form to open a Traditional, Roth, SIMPLE, or SEP IRA.

Education Savings Account (ESA) Application

These forms are used to open an Self Directed Education Saving Account (Coverdell).

Health Savings Account (HSA) Application

These forms are used to open an Self Directed Health Saving Account.

Precious Metals Application

This application is used to open a Self Directed IRA for traditional metals (bullion, bars, coins).

Fund Account

Transfer Form

Use this form to transfer funds from an existing IRA to your CamaPlan IRA.

What’s the difference between a Transfer and a Rollover?

A sample completed Transfer Form

Rollover Form

This form is to authorize CamaPlan to accept rollover funds from a 401(k) or 403(b) employer plan. We do not initiate rollovers.

What’s the difference between a Transfer and a Rollover?

A sample completed Rollover Form

Deposit Form

Use this form any time funds are to be posted to your account; for example: Contributions, rollovers, sale proceeds, loan payments, rental payments

Funding Worksheet

Use this worksheet to determine adequate funding of your account.

Buy or Sell

Payment Authorization

Please use this form for payments made from your IRA Account. This form can be used for, but not restricted to, the following bills: Utilities/Insurance, Property Repairs, Property Taxes.

Asset Purchase Directive

Use this form when purchasing a new asset with your account example: real estate, investing in a note or private placement.

A sample completed Asset Purchase Form

Real Estate Checklist

This checklist of required documents should be used when purchasing real estate with your account.

Private Placements Checklist

This checklist of required documents should be used when investing in a private placement with your account.

Streamlined Precious Metals Directive

Use this form to buy or sell metals through Neptune Global Holdings.

Precious Metals Directive

Use these forms to purchase precious metals such as bullion, bars or coins.

Notes & Mortgages Checklist

This checklist of required documents should be used when investing in a Note or Mortgage with your account.

Promissory Note Acknowledgement

This is a required document when investing in a Note.

Existing Note Acknowledgement

This is a required document when investing in an existing Note.

Asset Sale Checklist

The checklist outlines required documentation for Asset Sales.

Deposit Form

Use this form any time funds are to be posted to your account; for example: Contributions, rollovers, sale proceeds, loan payments, rental payments

Qualified Plan / 401(k)

Select Your Plan

Which Qualified Plan is best for you?

Account Application
Adoption Agreement
How to open a bank account
Qualified Plan Asset Purchase Directive
401k Transfer and Rollover Form
Outsourced 401k Questionnaire
401(k) Loan Documents

Existing Asset

Payment Authorization

Please use this form for payments made from your IRA Account. This form can be used for, but not restricted to, the following bills: Utilities/Insurance, Property Repairs, Property Taxes.

Deposit Form

Use this form any time funds are to be posted to your account; for example: Contributions, rollovers, sale proceeds, loan payments, rental payments

Check Format for Payments to your IRA

Account Changes

Cash-Only Roth Conversion Directive

This form is used when converting to a Cash-Only Roth IRA.

In-Kind Roth Conversion Directive

This form is used when converting to an In-Kind Roth IRA.

IRA Distribution Request Form

Please use this form for the following: Normal Distributions, Early Distributions, Required Distributions, Death Distributions and other special distributions.

A sample completed Distribution Form

Change of Beneficiary Designation Form

This form is used to change your beneficiary designations in your account.

Interested Third Party Designation

This form is used to assign a 3rd party person to your account.

Limited Power of Attorney Form

This form is used to assign a limited power of attorney to your account.

Change of Contact Information
Recharacterization Notice and Direction to Transfer

Commonly Used

Fee Agreement

This is the CamaPlan schedule of fees and charges

Precious Metals Fee Schedule

This is the CamaPlan schedule of fees and charges for Precious Metal accounts

Payment Authorization

Please use this form for payments made from your IRA Account. This form can be used for, but not restricted to, the following bills: Utilities/Insurance, Property Repairs, Property Taxes.

IRA Distribution Request Form

Please use this form for the following: Normal Distributions, Early Distributions, Required Distributions, Death Distributions and other special distributions.

A sample completed Distribution Form

Fair Market Value Form & Guidelines

Use this form to update the Fair Market Value of your account.

IRS Forms

Form 990-T
Form 8606
Form 8606 Instructions
Publication 590-A
Publication 590-B
Form 5330
Form 5330 Instructions
Form 8889
Form 8889 Instructions
Form 5305 – Traditional IRA
Form 5305 – Roth IRA
Form 5305 – Simplified Employee Pension Plan Agreement
Form 5305 – SIMPLE IRA
Form 5305 – Education Savings Account
Form 5305 – Health Savings Account
5305-A Traditional Individual Retirement Custodial Account
5305-C Health Savings Custodial Account
5305-EA Coverdell Education Savings Custodial Account
5305-RA Roth Individual Retirement Custodial Account