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”).
Declaration of Trust	A description of CAMP’s Trust arrangement.
By-Laws	The By-Laws for the California Asset Management Trust.
2021 Annual Report	The annual report for the California Asset Management Trust for the year ended December 31, 2021.
Fact Sheet	Performance and fund diversification information on the Pool as of December 31, 2024.

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.
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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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 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 an affiliate of PFM Asset Management LLC.