Forms and Downloads

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

These forms are used to open a Self-Directed Education Savings Account (Coverdell).

These forms are used to open a Self-Directed Health Savings Account.

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

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

For internal transfers, please use our Internal Transfer Form under “Account Changes”

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

A sample completed Transfer 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

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

Use this worksheet to determine adequate funding of your account.

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.

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

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

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

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

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

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

The checklist outlines required documentation for Asset Sales.

The following is a checklist for private lending and an understanding of the points listed is mandatory for anyone considering this investment.

This is a required document when investing in a Note.

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

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

Which Qualified Plan is best for you?

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.

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

This form is used when converting cash from a pre-tax IRA to a Roth IRA.

This form is used when converting assets from a pre-tax IRA to a Roth IRA.

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

Type of Distribution Chart (irs.gov)

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

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

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

This form is used to update your personal information.

Use this form to transfer funds between similar accounts at CamaPlan (not for Roth Conversions)

This is the CamaPlan schedule of fees and charges

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

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.

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

Type of Distribution Chart (irs.gov)

Instructions for obtaining fair market values for hard-to-value assets in your IRA, 401k, HSA and ESA accounts.

Use this form to transfer funds between similar accounts at CamaPlan (not for Roth Conversions)