CAMP
 
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Forms and Documents

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

 

CAMP Information Description
Acrobat16x16CAMP Program Guide 

A detailed description of the Program, which includes an Information Statement for the CAMP Cash Reserve Portfolio (“Pool”). 

Acrobat16x16 Declaration of Trust 

A description of CAMP’s Trust arrangement.

Acrobat16x16 By-Laws 

The By-Laws for the California Asset Management Trust.

Acrobat16x16 2018 Annual Report  

The annual report for the California Asset Management Trust for the year ended December 31, 2018.

Acrobat16x16 Fact Sheet  

Performance and fund diversification information on the Pool as of July 31, 2019.

 

 

CAMP Forms Description
Acrobat16x16 New Investor or Participant Application  

The agreement to join CAMP as an Investor or Participant.

Acrobat16x16 Account Application 

The form to open a CAMP account.

Acrobat16x16 W-9 Form 

A W-9 needs to be submitted to open the initial account with CAMP.

Acrobat16x16 Trusteed Account Application 

Use this application to open a CAMP account for funds controlled by a Trustee.

 Acrobat16x16 Schedule A - Bond Issue Information  Complete this form regarding bond issue information.
 Acrobat16x16 Schedule B - Trustee Verification  Complete this form in addition to Trusteed Account Application.
Acrobat16x16 Contact Record  Complete this form to establish a new Contact with the Program and/or establish online account access.
 Acrobat16x16 Permissions  Complete this form to add, update, remove, or retain a contact(s) and/or their permissions.
 Acrobat16x16 Transaction Request  Use this form to initiate a transaction, request a stop payment, or notify the Program of an incoming wire.
Acrobat16x16 Wire Setup Instructions  Complete this form only if you would like the CAMP Investor Support Services group to add or remove wire instructions.
 Acrobat16x16 ACH Authorization Instructions  Provides an overvall view of ACH transactions.
 Acrobat16x16 ACH Setup Instructions  Complete this form only if you would like the CAMP Investor Support Services group to add or remove ACH instructions.
 Acrobat16x16 Checkwriting Authorization  Complete this form to request the ability to redeem CAMP shares by chek and/or to request additional services associated with your checking account.
 Acrobat16x16 Dividend Request  Complete this form to close an account or request the full balance of account plus the dividend accrued.
 Acrobat16x16 Important Terminology  Definitions of key terms.
Acrobat16x16 Investor Agreement  The Agreement to become an Investor and purchase shares of the Investor Shares Series.
 Acrobat16x16 CAMP Frequently Asked Questions  Answers to frequently asked questions.
Acrobat16x16 Order Form - Checks and Envelopes  Use this form to order Checks and Envelopes.
 Acrobat16x16 Order Form - Deposit Tickets  Use this form to order Deposit Tickets.

 

 

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.

Acrobat16x16 Permitted Investment Language 

Description of CAMP for inclusion in investment policy or permitted investment section of Trust Indenture and other bond documents.

 


  

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 oris available on the Trust’s website at www.camponline.com. While the Trust seeks to maintain a stable net asset value of $1.00 per share, 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 a wholly owned subsidiary of PFM Asset Management LLC. 

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