UncoverOutsideAssetsBring foodin for yourteamFamilyFeud"Whereare you inthe estateprocess?"Link aFaxResolve aNIGO byLinkingWorkitemsClose aTFRINHRITCreateTFRCHGREGSpousalRolloverAbandonedPropertySuccessfulContactNonPrototypeAccountRe-RegBusinessAccountRe-RegKeoghPlanRe-RegHSAAccountCall aClient togo overNIGOInternationalor DomesticSPSAccount2GuidanceLeads in 1DaySendNIGOLetterSplit ATrustWorkanotherCM NIGOCase"What areyour plansfor theseassets?"A DayWithoutCallingHDExplainCostBasis to aClientExplainhow toapply for aTINUncoverOutsideAssetsBring foodin for yourteamFamilyFeud"Whereare you inthe estateprocess?"Link aFaxResolve aNIGO byLinkingWorkitemsClose aTFRINHRITCreateTFRCHGREGSpousalRolloverAbandonedPropertySuccessfulContactNonPrototypeAccountRe-RegBusinessAccountRe-RegKeoghPlanRe-RegHSAAccountCall aClient togo overNIGOInternationalor DomesticSPSAccount2GuidanceLeads in 1DaySendNIGOLetterSplit ATrustWorkanotherCM NIGOCase"What areyour plansfor theseassets?"A DayWithoutCallingHDExplainCostBasis to aClientExplainhow toapply for aTIN

Advanced ISG Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Uncover Outside Assets
  2. Bring food in for your team
  3. Family Feud
  4. "Where are you in the estate process?"
  5. Link a Fax
  6. Resolve a NIGO by Linking Workitems
  7. Close a TFR INHRIT
  8. Create TFR CHGREG
  9. Spousal Rollover
  10. Abandoned Property Successful Contact
  11. Non Prototype Account Re-Reg
  12. Business Account Re-Reg
  13. Keogh Plan Re-Reg
  14. HSA Account
  15. Call a Client to go over NIGO
  16. International or Domestic SPS Account
  17. 2 Guidance Leads in 1 Day
  18. Send NIGO Letter
  19. Split A Trust
  20. Work another CM NIGO Case
  21. "What are your plans for these assets?"
  22. A Day Without Calling HD
  23. Explain Cost Basis to a Client
  24. Explain how to apply for a TIN