Forms and Documents

For additional information or assistance completing any form, please contact a Program Representative at (800) 729-7665.

CAMP Information	Description
CAMP Program Guide	A detailed description of the Program, which includes an Information Statement for the CAMP Cash Reserve Portfolio ("Pool") and CAMP Term Portfolio ("Term").
Declaration of Trust	A description of CAMP’s Trust arrangement.
By-Laws	The By-Laws for the California Asset Management Trust.
2022 Annual Report	The annual report for the California Asset Management Trust for the year ended December 31, 2022.
Fact Sheet	Performance and fund diversification information on the Pool.

CAMP Forms	Description
New Investor or Participant Application	The agreement to join CAMP as an Investor or Participant.
Account Application	The form to open a CAMP account.
W-9 Form	A W-9 needs to be submitted to open the initial account with CAMP.
Trusteed Account Application	Use this application to open a CAMP account for funds controlled by a Trustee.
Schedule A - Trustee Verification	Complete this form in addition to Trusteed Account Application.
Contact Record	Complete this form to establish a new Contact with the Program and/or establish online account access.
Permissions	Complete this form to add, update, remove, or retain a contact(s) and/or their permissions.
Transaction Request	Use this form to initiate a transaction, request a stop payment, or notify the Program of an incoming wire.
Wire Setup Instructions	Complete this form only if you would like the CAMP Shareholder Support Services group to add or remove wire instructions.
ACH Authorization Instructions	Provides an overvall view of ACH transactions.
ACH Setup Instructions	Complete this form only if you would like the CAMP Shareholder Support Services group to add or remove ACH instructions.
Dividend Request	Complete this form to request the full balance of the account plus the dividend accrued.
Important Terminology	Definitions of key terms.
Investor Agreement	The Agreement to become an Investor and purchase shares of the Investor Shares Series.
CAMP Frequently Asked Questions	Answers to frequently asked questions.
Close Account Form	Use this form to close account.

Sample Documents	Description
Sample Resolution	A sample resolution to join CAMP that has been used as a model by most of the public entities that are members of the JPA.
Sample Staff Report	A sample staff report to members of the agency's governing body informing them of the benefits of joining CAMP.
Permitted Investment Language	Description of CAMP for inclusion in investment policy or permitted investment section of Trust Indenture and other bond documents.

Now Offering CAMP Term!

This new investment option offered by CAMP helps you make the most of your funds by matching investments with future cash needs. Learn more about the features and benefits of CAMP Term here.

Contact our Client Services Group to get started, and select a maturity date(s) that works for you. Connect users can view CAMP Term rates online.

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CAMP_® is a registered trademark and the CAMP logos and designs are trademarks owned by the California Asset Management Trust (Trust).

This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Investors should consider the Trust’s investment objectives, risks, charges and expenses before investing in the Trust. This and other information about the Trust is available in the Trust’s current Information Statement, which should be read carefully before investing. A copy of the Trust’s Information Statement may be obtained by calling 1-800-729-7665 or is available on the Trust’s website at www.camponline.com. While the Cash Reserve Portfolio seeks to maintain a stable net asset value of $1.00 per share and the CAMP Term Portfolio seeks to achieve a net asset value of $1.00 per share at the stated maturity, it is possible to lose money investing in the Trust. An investment in the Trust is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Trust are distributed by PFM Fund Distributors, Inc., member Financial Industry Regulatory Authority (FINRA) (www.finra.org) and Securities Investor Protection Corporation (SIPC) (www.sipc.org). PFM Fund Distributors, Inc. is an affiliate of PFM Asset Management LLC.