New Mutual Fund

I finally filled out the paperwork for my new mutual fund. It was 8 pages long but didn't have a beneficiary section.

When I had my will updated, my lawyer said that anything that can be left to another person without going through probate I should do that way. So I called T. Rowe Price today to get a form. They call it a Transfer on Death Registration Form. It's pretty straight forward.

While I had the rep on the line, I double checked my initial investment. (I keep calling it the minimum buy-in. Hee. Can you tell I'm overdue for my Vegas vacation?) Regular minimum is $2,500 but if you sign up for Automatic Asset Builder the minimum is waived. AAB is minimum of $50.

I'm set because I'm starting the fund with $1,000 and AAB of $300 per month. I might increase the monthly amount later but $300 is the minimum since that was aproximately my car payment when I had one.

I'll finish filling out the paperwork and mail it off tomorrow.

$600 Dennis