This bingo card has a free space and 24 words: Uncover Outside Assets, Explain Cost Basis to a Client, Explain how to apply for a TIN, Spousal Rollover, "Where are you in the estate process?", Work another CM NIGO Case, Business Account Re-Reg, HSA Account, Resolve a NIGO by Linking Workitems, Non Prototype Account Re-Reg, Send NIGO Letter, Call a Client to go over NIGO, Split A Trust, Close a TFR INHRIT, Family Feud, Abandoned Property Successful Contact, International or Domestic SPS Account, A Day Without Calling HD, Bring food in for your team, "What are your plans for these assets?", Keogh Plan Re-Reg, Create TFR CHGREG, Link a Fax and 2 Guidance Leads in 1 Day.
Transition Services Game Changers! | Customer Appreciation | Reception Bingo | Transition Week Bingo | FSS TRANSACTIONS!!!
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