Open a CamaPlan Account Online
There are three easy steps to submitting your self-directed IRA application online and beginning the funding process.
Before you begin, please make sure to have the following items on hand to assist you with completing the paperwork:
- Your driver’s license
- Personal information for your beneficiaries (this will include their full names, dates of birth and Social Security numbers)
Step #1 – Application Fee
Submit your payment for the $50 application fee (via debit or credit card)
Step #2 – Application
Complete our Self-Directed IRA Application & Adoption Agreement
Step #3 – Funding
Complete the appropriate funding form(s). Electronic forms available. Downloaded forms should be mailed to CamaPlan for processing.
If you need assistance with this process, please contact our office at 866-559-4430.