Team David Call 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.

1. Investment change
2. "What happens if we don't use all the money?"
3. Wrong website (i.e. Nest Direct Vs. Advisor)
4. Call under 2 minutes
5. Rollover/fund transfer questions
6. "What's the tax deduction limit?"
7. Fax number only
8. WD to school
9. "What are qualified expenses?"
10. AO address update
11. "Your password requirements are too hard"
12. Refer the caller to a tax pro
13. WD under $300
14. Account over $100k
15. AO, bene and Advisor all live in same state
16. Unlock online access
17. Questions about investments
18. Someone calls faxing outdated
19. WD over $25K
20. Call over 14 minutes
21. "Can I place you on a brief hold?"
22. Someone other than the AO/rep calls
23. Need to ask CSP Approvals
24. Contribution any amount