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