Trust Accounting Bingo

Trust Accounting Bingo Card
Preview

This bingo card has a free space and 24 words: EFAST, YOUR NAME AND CURRENT DATE, Financial Report, Orange, Plan Totals, Red, Exact Dates of Deposits and Withdrawals, Rollovers, DPS, Axis Plan Info, Required Minimum Distribution, Axis Billing Tab, Carry Forward Notes/Orange Section, Gain/Loss, The 5500 balance, All plans, Highlight ending balance, Blue Section, Blue, Never, Zero, Expenses/fees, distributions, transfers/other activity, Vendor Tab and Client Ready.

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