(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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First thing they say is “I need to speak to a supervisor”
Asking directly for someone else
Can I mail in the 5500?
I need to speak to Oc
Where is my full report
I don’t have a 401K plan!
Where is my filling?
Bribing/Negotiating to get a filing
Want to talk to the CEO
When does my plan year end?
What is my PYE
Calling us while driving
Putting us on hold
Where is my 1099R?
I already turned in all of my information
Can you authorize my CPA?
Asking us to file their corporate taxes
Client explains the rollover/ process to you.
Why do you need the census info
Getting you confused with another person on the Team
Words in CAPITALS in the cases
I have called, emailed and left messages, why isn’t anyone picking up or calling me back
Talking to a terminated client that does not know they are termed