"Whathappens ifwe don't useall themoney?"Wrongwebsite (i.e.Nest DirectVs. Advisor)WD toschoolRollover/fundtransferquestionsQuestionsaboutinvestmentsAO, beneand Advisorall live insame stateAOaddressupdateNeed toask CSPApprovalsSomeonecallsfaxingoutdatedRefer thecaller toa tax proSomeoneother thanthe AO/repcallsAccountover$100k"What arequalifiedexpenses?"Callunder 2minutes"Yourpasswordrequirementsare too hard"UnlockonlineaccessWDover$25KContributionany amount"What'sthe taxdeductionlimit?"WDunder$300"Can Iplace youon a briefhold?"FaxnumberonlyCallover 14minutesInvestmentchange"Whathappens ifwe don't useall themoney?"Wrongwebsite (i.e.Nest DirectVs. Advisor)WD toschoolRollover/fundtransferquestionsQuestionsaboutinvestmentsAO, beneand Advisorall live insame stateAOaddressupdateNeed toask CSPApprovalsSomeonecallsfaxingoutdatedRefer thecaller toa tax proSomeoneother thanthe AO/repcallsAccountover$100k"What arequalifiedexpenses?"Callunder 2minutes"Yourpasswordrequirementsare too hard"UnlockonlineaccessWDover$25KContributionany amount"What'sthe taxdeductionlimit?"WDunder$300"Can Iplace youon a briefhold?"FaxnumberonlyCallover 14minutesInvestmentchange

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.


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 Someone calls faxing outdated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