(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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Words in CAPITALS in the cases
Where is my 1099R?
I sent in my Docs, when will my filing be done
What is my PYE
Missed scheduled call
When does my plan year end?
I need to schedule a call for someone to call me
I don’t have a 401K plan!
Messing up Jairos name
Can you authorize my CPA?
Where is my full report
Want to talk to an Admin
I have an IRS notice
First thing they say is “I need to speak to a supervisor”
Client explains the rollover/ process to you.
Calling us while driving
Asking us to file their corporate taxes
What PYE Docs am I still missing
Why do you need the census info
Talking to a terminated client that does not know they are termed
Getting you confused with another person on the Team
Asking directly for someone else
They want to reinstate
Where is my filling?
Putting us on hold
I already turned in all of my information
What is a browser?
Whats my PIN
Want to talk to the CEO
Testing failure call
I have called, emailed and left messages, why isn’t anyone picking up or calling me back
