Online Self Service
Self-service capabilities are available for Connect online portal users. They include:
These capabilities can be found by logging into Connect. From there, self-service options can be found under the"Organizational Settings" tab on your dashboard.
For questions about the Connect online portal or to get your portal set up, contact CAMP@pfmam.com.
Self-service capabilities are not currently available for all facets of account management.
For additional information or assistance completing any form, please contact a Program Representative at (800) 729-7665.
Forms & Documents
Click on the links below to access important documents. Forms below can be viewed, edited, and printed. If you are a new participant, please visit the How to Get Started page for instructions on how to open your account.
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New Participant Application |
Account Application |
Trusteed Account Application |
Close Account Request |
IRS W-9 |
Schedule A - Trustee Verification |
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New Participant Application
Account Application
Trusteed Account Application
Close Account Request
IRS W-9
Schedule A - Trustee Verification
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Contact Record |
Dividend Request |
Permissions |
Transaction Request |
Participant to Participant Setup |
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Contact Record
Dividend Request
Permissions
Transaction Request
Participant to Participant Setup
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Indenture of Trust |
By-Laws |
Information Statement |
Annual Report dated June 30, 2025 |
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Indenture of Trust
By-Laws
Information Statement
Annual Report dated June 30, 2025