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 Someone calls faxing outdated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