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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 InformationDescription
CAMP Program Guide 

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

Declaration of Trust 

A description of CAMP’s Trust arrangement.

By-Laws 

The By-Laws for the California Asset Management Trust.

2019 Annual Report  

The annual report for the California Asset Management Trust for the year ended December 31, 2019.

Fact Sheet  

Performance and fund diversification information on the Pool as of June 30, 2020.

 

CAMP FormsDescription
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 - Bond Issue Information Complete this form regarding bond issue information.
Schedule B - 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.
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.
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.
Order Form - Checks and Envelopes Use this form to order Checks and Envelopes.
Order Form - Deposit Tickets Use this form to order Deposit Tickets.
Close Account Form Use this form to close account.

 

 

Sample DocumentsDescription
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.

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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 Sheet, which should be read carefully before investing. A copy of the Trust's information Statement may be available by calling 1-800-729-7665 or is 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. 

Copyright 2020, All Rights Reserved.