Callover 14minutesWD toschoolRefer thecaller toa tax pro"What arequalifiedexpenses?"Need toask CSPApprovals"Whathappens ifwe don't useall themoney?"SomeonecallsfaxingoutdatedRollover/fundtransferquestionsUnlockonlineaccessQuestionsaboutinvestments"Yourpasswordrequirementsare too hard"WDover$25K"Can Iplace youon a briefhold?"Wrongwebsite (i.e.Nest DirectVs. Advisor)Accountover$100kAO, beneand Advisorall live insame stateInvestmentchangeAOaddressupdateCallunder 2minutesFaxnumberonlyContributionany amount"What'sthe taxdeductionlimit?"Someoneother thanthe AO/repcallsWDunder$300Callover 14minutesWD toschoolRefer thecaller toa tax pro"What arequalifiedexpenses?"Need toask CSPApprovals"Whathappens ifwe don't useall themoney?"SomeonecallsfaxingoutdatedRollover/fundtransferquestionsUnlockonlineaccessQuestionsaboutinvestments"Yourpasswordrequirementsare too hard"WDover$25K"Can Iplace youon a briefhold?"Wrongwebsite (i.e.Nest DirectVs. Advisor)Accountover$100kAO, beneand Advisorall live insame stateInvestmentchangeAOaddressupdateCallunder 2minutesFaxnumberonlyContributionany amount"What'sthe taxdeductionlimit?"Someoneother thanthe AO/repcallsWDunder$300

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 Someone calls faxing outdated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