Onlinetrust/entitylog inCall aboutLetter ofIntentTalk aboutthe weatherwith a callerCaller isfrom LosAngelesCaller isfromMontanaTalk to acaller inHawaiiRedeemfrom Lg CapGrowth (Aor S)Dogbarking inbackgroundInterestedPartyformWarmTransfertobrokerageMoneyMarketYieldTalk tocaller outof thecountryFan PlanOperatorSet UpCallermakesa joke2ndGenerationInheritedIRACallertalks abouta sportsteamTop 5 indaily callreport4 peopleon the line(includingyou)Set upSysExchCaller'sname isGeorgeCaller isfrom LosAngelesCallerborn in1975Callerborn in1992Caller'sname isDougConfirm # onthe hour(EG10050100)Callerborn in1962Paperworkfor new403bCalleris fromFloridaCaller hassame nameas you (firstor last)Calleris fromTXCaller'sbirth yearis sameas yoursCalleris bornin 1985Make acallerlaughUpdateaddressin CIFSay"HappyBirthday"to a callerGiveROAamountCallsper hourover 11ReallocationACWunder 1minuteOnlinetrust/entitylog inCall aboutLetter ofIntentTalk aboutthe weatherwith a callerCaller isfrom LosAngelesCaller isfromMontanaTalk to acaller inHawaiiRedeemfrom Lg CapGrowth (Aor S)Dogbarking inbackgroundInterestedPartyformWarmTransfertobrokerageMoneyMarketYieldTalk tocaller outof thecountryFan PlanOperatorSet UpCallermakesa joke2ndGenerationInheritedIRACallertalks abouta sportsteamTop 5 indaily callreport4 peopleon the line(includingyou)Set upSysExchCaller'sname isGeorgeCaller isfrom LosAngelesCallerborn in1975Callerborn in1992Caller'sname isDougConfirm # onthe hour(EG10050100)Callerborn in1962Paperworkfor new403bCalleris fromFloridaCaller hassame nameas you (firstor last)Calleris fromTXCaller'sbirth yearis sameas yoursCalleris bornin 1985Make acallerlaughUpdateaddressin CIFSay"HappyBirthday"to a callerGiveROAamountCallsper hourover 11ReallocationACWunder 1minute

Mutual Fund Bingo - 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. Online trust/entity log in
  2. Call about Letter of Intent
  3. Talk about the weather with a caller
  4. Caller is from Los Angeles
  5. Caller is from Montana
  6. Talk to a caller in Hawaii
  7. Redeem from Lg Cap Growth (A or S)
  8. Dog barking in background
  9. Interested Party form
  10. Warm Transfer to brokerage
  11. Money Market Yield
  12. Talk to caller out of the country
  13. Fan Plan Operator Set Up
  14. Caller makes a joke
  15. 2nd Generation Inherited IRA
  16. Caller talks about a sports team
  17. Top 5 in daily call report
  18. 4 people on the line (including you)
  19. Set up Sys Exch
  20. Caller's name is George
  21. Caller is from Los Angeles
  22. Caller born in 1975
  23. Caller born in 1992
  24. Caller's name is Doug
  25. Confirm # on the hour (EG10050100)
  26. Caller born in 1962
  27. Paperwork for new 403b
  28. Caller is from Florida
  29. Caller has same name as you (first or last)
  30. Caller is from TX
  31. Caller's birth year is same as yours
  32. Caller is born in 1985
  33. Make a caller laugh
  34. Update address in CIF
  35. Say "Happy Birthday" to a caller
  36. Give ROA amount
  37. Calls per hour over 11
  38. Reallocation
  39. ACW under 1 minute