This bingo card has a free space and 25 words: Calculate RMD for a beneficiary IRA, Calculate RMD for a traditional IRA, Explain that a Scottrade RMD is on the 5498, Explain that TD RMDs can be found in BOS, Talk to a branch about the IRA Branch pay fax # (Give #, etc), Input an IRA Distribution for an RMD exactly, Input an IRA Distribution for amount other than exact RMD, Input an IRA Distribution via branch pay check, Input an IRA Distribution for a wire, Input an IRA Distribution for a mailed check, Input IRA Distribution for an overnight check, Input an IRA Distribution for an ACH, Waive wire/overnight check fee, Tell someone we can’t take instruction verbally b/c they don’t have verbal on their account, Tell someone they don’t have ACH set up, Tell someone to consult a tax advisor, Input an IRA Distribution with 0% tax withholding, Client needs to liquidate funds before they can take their distribution, Work a dupe doc case for tax documents, Take an escalation related to taxes/IRAs/RMDs, Take 5 IRA Tier 2 calls in one day, Say that we need the prior year end balance before we can calculate the RMD, Input an IRA Distribution for an internal transfer, Client asks for RMD but it not 70 ½ yet and Say how long a check takes to mail (7-10 business days).
IRAs | IRAs | IRA Bingo | TDA | IS Basics Bingo
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