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Open an Account > How to Open a New CAMP Account as a Participant

1.Read the Program Guide/Information Statement.

2.Pass a Resolution/ Ordinance to join the JPA.

3.Submit a copy of the Resolution, completed Account Application , signed Declaration of Trust, and a completed IRS Form W-9.

If you would like to be able to initiate transactions and view account information and statements online, please submit a completed Online Access Form.

Fax completed forms to 1-888-535-0120, or submit by mail to:
    California Asset Management Program
    50 California Street, Suite 2300
    San Francisco, CA 94111

Please call a Program Representative at (800) 729-7665 if you have questions or need assistance.


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 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) ( and Securities Investor Protection Corporation (SIPC) ( PFM Fund Distributors, Inc. is a wholly owned subsidiary of PFM Asset Management LLC. 

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