Contributionany amountAO, beneand Advisorall live insame stateWD toschoolRollover/fundtransferquestions"What arequalifiedexpenses?"Refer thecaller toa tax proWDunder$300InvestmentchangeWrongwebsite (i.e.Nest DirectVs. Advisor)Accountover$100kCallunder 2minutesSomeonecallsfaxingoutdated"Whathappens ifwe don't useall themoney?"Need toask CSPApprovalsAOaddressupdate"Yourpasswordrequirementsare too hard"Questionsaboutinvestments"What'sthe taxdeductionlimit?""Can Iplace youon a briefhold?"Callover 14minutesWDover$25KUnlockonlineaccessFaxnumberonlySomeoneother thanthe AO/repcallsContributionany amountAO, beneand Advisorall live insame stateWD toschoolRollover/fundtransferquestions"What arequalifiedexpenses?"Refer thecaller toa tax proWDunder$300InvestmentchangeWrongwebsite (i.e.Nest DirectVs. Advisor)Accountover$100kCallunder 2minutesSomeonecallsfaxingoutdated"Whathappens ifwe don't useall themoney?"Need toask CSPApprovalsAOaddressupdate"Yourpasswordrequirementsare too hard"Questionsaboutinvestments"What'sthe taxdeductionlimit?""Can Iplace youon a briefhold?"Callover 14minutesWDover$25KUnlockonlineaccessFaxnumberonlySomeoneother thanthe AO/repcalls

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 Someone calls faxing outdated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