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 usps.com.
What you can do
1. Consider using CamaPlan's Online forms, Portal or emailing paperwork directly to operations@camaplan.com
Transfer/Rollovers
Application
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 operations@camaplan.com 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