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
General Application (Online Version)

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

General Application Kit (includes funding forms)

ZIP file: This Application kit is used to open and fund a Self Directed 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
Precious Metals Application (Online Version)

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

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
Asset Purchase Directive (Online Version)

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

Payment Authorization
Payment Authorization (Online Version)

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

Real Estate

Checklist

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

Asset Purchase Directive
Asset Purchase Directive (Online Version)

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

Payment Authorization
Payment Authorization (Online Version)

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

Private Placements

Checklist

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

Asset Purchase Directive
Asset Purchase Directive (Online Version)

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
Asset Purchase Directive (Online Version)

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
Payment Authorization (Online Version)

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
Interested Third Party Designation (Online Version)

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
Contact Information (Online Version)

Fee Agreement
Fee Agreement (Online Version)

This is the CamaPlan schedule of fees and charges

Precious Metals Fee Agreement
Precious Metals Fee Agreement (Online Version)

This is the CamaPlan schedule of fees and charges

Payment Authorization
Payment Authorization (Online Version)

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 Purchase Directive (Online Version)

Asset Sale Checklist

Change of Beneficiary Designation Form

Change of Contact Information

Change of Contact Information (Online Version)

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 (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

Interested Third Party Designation (Online Version)

IRA Distribution Request Form

Limited Power of Attorney Form

Notes & Mortgages Checklist

Outgoing Wire Instructions Form

Payment Authorization Form (General)

Payment Authorization Form (General) (Online Version)

Precious Metals Application

Precious Metals Application (Online Version)

Precious Metals Fee Schedule

Precious Metals Fee Schedule (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)

Popups Powered By : XYZScripts.com