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