9/10 aSimpleIRA Part.AccountLog anErrorWasteItem9/10 aConservatorshipApproveOptionsLevel 3Send acase backtoprocessor9/10 aPOA formfor a TrustFind an appwith LNW &TNW flippedMake oneoutboundcallSend aSendwordUse anexistingW9 on file9/10 anOrgAccountCreate aResearchCase9/10 arequestfor a TXclientUse theMarried RulewhenapprovingOptions9/10 aTrustAccountAdd anote toa case9/10 aCustodialAccountObtain amanagerexceptionApproveLevel 2 onan IRA9/10 aTraditionalor RothIRALift arestriction9/10 anI401k9/10 arequestfor Cetera9/10 arequestfor a FLclient9/10 aSimpleIRA Part.AccountLog anErrorWasteItem9/10 aConservatorshipApproveOptionsLevel 3Send acase backtoprocessor9/10 aPOA formfor a TrustFind an appwith LNW &TNW flippedMake oneoutboundcallSend aSendwordUse anexistingW9 on file9/10 anOrgAccountCreate aResearchCase9/10 arequestfor a TXclientUse theMarried RulewhenapprovingOptions9/10 aTrustAccountAdd anote toa case9/10 aCustodialAccountObtain amanagerexceptionApproveLevel 2 onan IRA9/10 aTraditionalor RothIRALift arestriction9/10 anI401k9/10 arequestfor Cetera9/10 arequestfor a FLclient

9/10 - 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. 9/10 a Simple IRA Part. Account
  2. Log an Error Waste Item
  3. 9/10 a Conservatorship
  4. Approve Options Level 3
  5. Send a case back to processor
  6. 9/10 a POA form for a Trust
  7. Find an app with LNW & TNW flipped
  8. Make one outbound call
  9. Send a Sendword
  10. Use an existing W9 on file
  11. 9/10 an Org Account
  12. Create a Research Case
  13. 9/10 a request for a TX client
  14. Use the Married Rule when approving Options
  15. 9/10 a Trust Account
  16. Add a note to a case
  17. 9/10 a Custodial Account
  18. Obtain a manager exception
  19. Approve Level 2 on an IRA
  20. 9/10 a Traditional or Roth IRA
  21. Lift a restriction
  22. 9/10 an I401k
  23. 9/10 a request for Cetera
  24. 9/10 a request for a FL client