Forms and Downloads

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.

 

General Application (for Traditional, Roth, SEP & SIMPLE accounts)
General Application (for Traditional, Roth, SEP & SIMPLE accounts) (Online Version)

These forms are used to open an Self Directed IRA, includes 3 page application and a fee schedule - NEW: Watch the How-To Video!

General Application Kit (includes funding forms)

ZIP file: This Application kit is used to open and fund a Self Directed IRA. It includes 5 PDF's: a 3 page application, a fee schedule, and funding forms (Transfer, Rollover, and Contribution Deposit Coupon)

Education Savings Account (ESA) Application

These forms are used to open an Self Directed Education Saving Account (Coverdell), includes 3 page application and a fee schedule.

Health Savings Account (HSA) Application

These forms are used to open an Self Directed Health Saving Account, includes 3 page application and a fee schedule.

Precious Metals Application
Precious Metals Application (Online Version)

This application is used to open a Self Directed IRA for traditional metals (bullion, bars, coins), includes a 3 page application and a fee schedule.

Transfer Form
Transfer Form (Online Version)

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

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

Rollover Form
Rollover Form (Online Version)

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?

Deposit Form
Deposit Form (Online Version)

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 an Asset

General

Asset Purchase Directive

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

Payment Authorization Form

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

Real Estate

Checklist

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

Asset Purchase Directive

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

Payment Authorization Form

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

Private Placements

Checklist

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

Asset Purchase Directive

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

Precious Metals

Streamlined Purchase Packet

Use these forms to purchase vault metals through Neptune Global Holdings

Traditional Purchase Packet

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

New/Existing Notes & Mortgages

Checklist

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

Asset Purchase Directive

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

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.

 

Sell an Asset

Asset Sale Checklist

The checklist outlines required documentation for Asset Sales

Deposit Form
Deposit Form (Online Version)

Use this form when selling or closing an asset

Which Qualified Plan is best for you?

Select Your Plan

DYO (Do Your Own)

The CamPlan DYO Self-Directed Individual 401(k) Plan is suited for self-employed business owners who do not have employees. This type of account is held at a bank of your choice

Account Application

Adoption Agreement

How to open a bank account

Transfer-Rollover Form

Record Keeping

CamaPlan Recording Keeping Self-Directed Individual 401(k) Plan is suited for self-employed business owners who do not have employees. This account will be held at CamaPlan.

Account Application

Adoption Agreement

Transfer-Rollover Form

Outsourced

CamaPlan Outsourced Self-Directed Qualified plan is suited for a business owner with an existing plan document who wants to invest in a alternative investments using their plan funds.

Account Application

Outsourced 401k Questionnaire

Transfer-Rollover Form

Loan Documents

401(k) Loan Documents

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: Utilites/Insurance. Property Repairs, Property Taxes.

Deposit Form
Deposit Form (Online Version)

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

Roth Conversion Form

This form is used when converting to a Roth

IRA Distribution Request Form

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

Change of Beneficiary Designation Form

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

Interested Third Party Designation Form

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 Address
Change of Address (Online Version)

Fee Agreement
Fee Agreement (Online Version)

This is the CamaPlan schedule of fees and charges

Payment Authorization Form

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

IRA Distribution Request Form

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

Outgoing Wire Instructions Form

This form is used for outgoing wires

Fair Market Value FormĀ & Guidelines

The due date for this form to be submitted back to our office is January 15th, 2017.

Incoming ACH/Wire Instructions - Domestic & International

Contact our office for wiring instructions - 866.559.4430

Asset Purchase Directive

Asset Sale Checklist

Change of Address

Change of Address (Online Version)

Change of Beneficiary Designation Form

Deposit Form

Deposit Form (Online Version)

Education Savings Account (ESA) Application

Existing Note Acknowledgement

Fair Market Value Form & Guidelines

Fee Agreement

Fee Agreement (Online Version)

Funding Worksheet

General Application (for Traditional, Roth, SEP & SIMPLE accounts)

General Application (for Traditional, Roth, SEP & SIMPLE accounts) (Online Version)

General Application Kit (includes funding forms)

Health Savings Account (HSA) Application

Inherited IRA Distribution Worksheet

Inherited IRA Required Distributions

Interested Third Party Designation Form

IRA Distribution Request Form

Limited Power of Attorney Form

Notes & Mortgages Checklist

Outgoing Wire Instructions Form

Payment Authorization Form (General)

Precious Metals Application

Precious Metals Application (Online Version)

Precious Metals Purchase Packet

Private Placements Checklist

Promissory Note Acknowledgement

Real Estate Checklist

Rollover Form

Rollover Form (Online Version)

Roth Conversion Form

Streamlined Precious Metals Purchase Packet

Transfer Form

Transfer Form (Online Version)

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