Email, Online & Portal 

Deposit form (making a contribution)

Open Invoices

Asset Purchase

Payment Authorization

Change of Contact

Email or online

'Original Documents'

Changes to U.S First-Class Mail delivery times may affect you 

What's happening

Effective October 1, 2021, the United States Postal Service (USPS) has revised its service standards for certain First-Class Mail items, resulting in a delivery window of up to five days. This may delay your receipt of mail from us and our receipt of mail from you (including mailed payments and paperwork). Please take this change into account when mailing items to us via USPS. For more information, visit

What you can do

1. Consider using CamaPlan's Online formsPortal or emailing paperwork directly to



Deposit Form

Asset Purchase Directive

Payment Authorization

Roth Conversion (Cash & In-Kind)

Interested Third Party

Change of Contact

IRA Distribution

Change of Beneficiary

Signed Promissory Note

(or certificate of authentication 

** Sent by USPS, Express Mail, Fedex or UPS

** Sent by USPS, Express Mail, Fedex or UPS

2. Arrange to have funds sent to and from CamaPlan via wire transfer or ACH. If you have any questions, email  or call us at (215) 283-2868

3. See below for options to ensure your transactions and directives are received by CamaPlan in a timely manner