Forms and Downloads

If you have any problems downloading the forms or have any questions, please call the office at 866-559-4430.

If you prefer, you can open a CamaPlan Account through our online process instead of downloading the forms. To learn more about your options, check out the Open an Account page.

 

General Application (for Traditional, Roth, SEP & SIMPLE accounts)

These forms are used to open an Self Directed IRA, includes 3 page application and a fee schedule - NEW: Watch the How-To Video!

Application Kit (includes funding forms)

ZIP file: This Application kit is used to open and fund a Self Directed IRA. It includes 5 PDF's: a 3 page application, a fee schedule, and funding forms (Transfer, Rollover, and Contribution Deposit Coupon)

Traditional Precious Metals Application Kit

This Precious Metals kit is used to open a Self Directed IRA for traditional metals (bullion, bars, coins), it includes a 3 page application, a fee schedule, funding forms and PM purchase directive through a dealer of your choice.

Streamlined Precious Metals Application Kit

This Streamlined Metals kit is used to open a Self Directed IRA for Vault Gold through NGH, it includes a 3 page application, a fee schedule, funding forms, PM purchase directive and NGH Account form.

Education Savings Account (ESA) Application

These forms are used to open an Self Directed Education Saving Account (Coverdell), includes 3 page application and a fee schedule.

Health Savings Account (HSA) Application

These forms are used to open an Self Directed Health Saving Account, includes 3 page application and a fee schedule.

Transfer Form
Transfer Form (Online Version)

Use this form when transferring cash and assets from one retirement plan to another. There are no tax obligations stemming from this process.

Rollover Form
Rollover Form (Online Version)

Use this form when doing a rollover of funds from a retirement account such as a 401K into an IRA or another qualified plan.

Deposit Coupon
Deposit Coupon (Online Version)

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

Funding Worksheet

Use this worksheet to determine adequate funding of your account.

General

Asset Purchase Directive

Use this form when purchasing a new asset with your account example: real estate, investing in a note or private placement

Payment Authorization Form

Please use this form for payments made from your IRA Account. This form can be used for, but not restricted to, the following bills: Utilites/Insurance. Property Repairs, Property Taxes

Real Estate

Checklist

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

Asset Purchase Directive

Use this form when purchasing a new asset with your account example: real estate, investing in a note or private placement

Payment Authorization Form

Please use this form for payments made from your IRA Account. This form can be used for, but not restricted to, the following bills: Utilites/Insurance. Property Repairs, Property Taxes

Private Placements

Checklist

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

Asset Purchase Directive

Use this form when purchasing a new asset with your account example: real estate, investing in a note or private placement

Precious Metals

Streamlined Purchase Packet

Use these forms to purchase vault metals through Neptune Global Holdings

Traditional Purchase Packet

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

New/Existing Notes & Mortgages

Checklist

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

Asset Purchase Directive

Use this form when purchasing a new asset with your account example: real estate, investing in a note or private placement

Promissory Note Acknowledgement

This is a required document when investing in a Note.

Existing Note Acknowledgement

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

 

Asset Sale Checklist

The checklist outlines required documentation for Asset Sales

Asset Sale Form

Use this form when selling or closing an asset

Payment Authorization

Please use this form for payments made from your IRA Account. This form can be used for, but not restricted to, the following bills: Utilites/Insurance. Property Repairs, Property Taxes.

Deposit Coupon
Deposit Coupon (Online Version)

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

Check Format for Payments to your IRA

Roth Conversion Form

This form is used when converting to a Roth

IRA Distribution Request Form

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

Change of Beneficiary Designation Form

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

Interested Third Party Designation Form

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

Uncollectible Asset Form

This form is used to start the process of marking an asset uncollectible.

Recharacterization Notice & Direction to Transfer

This form is used to recharacterize a roth conversion back to a traditional account

Limited Power of Attorney Form

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

Fee Agreement
Fee Agreement (Online Version)

This is the CamaPlan schedule of fees and charges

Payment Authorization Form

Please use this form for payments made from your IRA Account. This form can be used for, but not restricted to, the following bills: Utilites/Insurance. Property Repairs, Property Taxes

IRA Distribution Request Form

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

Outgoing Wire Instructions Form

This form is used for outgoing wires

Fair Market Value FormĀ & Guidelines

The due date for this form to be submitted back to our office is January 15th, 2017.

Incoming ACH/Wire Instructions - Domestic & International

Contact our office for wiring instructions - 866.559.4430

Application Kit (includes funding forms)

Asset Purchase Directive

Asset Sale Checklist

Asset Sale Form

Change of Beneficiary Designation Form

Deposit Coupon

Deposit Coupon (Online Version)

Education Savings Account (ESA) Application

Existing Note Acknowledgement

Fair Market Value Form & Guidelines

Fee Agreement

Fee Agreement (Online Version)

Funding Worksheet

General Application (for Traditional, Roth, SEP & SIMPLE accounts)

General Application (for Traditional, Roth, SEP & SIMPLE accounts) (Online Version)

Health Savings Account (HSA) Application

Inherited IRA Distribution Worksheet

Inherited IRA Required Distributions

Interested Third Party Designation Form

IRA Distribution Request Form

Limited Power of Attorney Form

Notes & Mortgages Checklist

Outgoing Wire Instructions Form

Payment Authorization Form (General)

Private Placements Checklist

Promissory Note Acknowledgement

Real Estate Checklist

Recaracterization Notice & Direction to Transfer

Rollover Form

Rollover Form (Online Version)

Roth Conversion Form

Streamlined Precious Metals Application Kit

Streamlined Precious Metals Purchase Packet

Traditional Precious Metals Application Kit

Traditional Precious Metals Purchase Packet

Transfer Form

Transfer Form (Online Version)

Uncollectible Asset Form