Open a CamaPlan Account
Opening an IRA with CamaPlan is easy; choose the best method for you and submit an application today.
Option 1: Open Your Account Online
Open your CamaPlan account using our online application process. It’s fast and easy.
Option 2: Download an Application
Download the application paperwork from the Forms & Downloads page. If you are unsure what type of retirement account to open, visit our Choose a CamaPlan page. To complete the application process mail us the following:
- Application & Fee Schedule (from Forms & Downloads page)
- Copy of your driver’s license or passport
- Check made payable to “CamaPlan” for the $50 application fee
Your next step is determining how you will fund this Account. Find the appropriate funding form on the Forms & Downloads page by clicking the “Fund your account” tab.
Option 3: Receive an Application via Email
To request an application be sent via email, complete the next page with your contact information.