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