Contributionany amountFaxnumberonlyCallunder 2minutes"Whathappens ifwe don't useall themoney?"Callover 14minutesWD toschoolAccountover$100kInvestmentchangeUnlockonlineaccessWrongwebsite (i.e.Nest DirectVs. Advisor)SomeonecallsfaxingoutdatedWDunder$300"Can Iplace youon a briefhold?""Yourpasswordrequirementsare too hard"WDover$25KRefer thecaller toa tax proQuestionsaboutinvestmentsRollover/fundtransferquestionsAOaddressupdate"What'sthe taxdeductionlimit?""What arequalifiedexpenses?"AO, beneand Advisorall live insame stateNeed toask CSPApprovalsSomeoneother thanthe AO/repcallsContributionany amountFaxnumberonlyCallunder 2minutes"Whathappens ifwe don't useall themoney?"Callover 14minutesWD toschoolAccountover$100kInvestmentchangeUnlockonlineaccessWrongwebsite (i.e.Nest DirectVs. Advisor)SomeonecallsfaxingoutdatedWDunder$300"Can Iplace youon a briefhold?""Yourpasswordrequirementsare too hard"WDover$25KRefer thecaller toa tax proQuestionsaboutinvestmentsRollover/fundtransferquestionsAOaddressupdate"What'sthe taxdeductionlimit?""What arequalifiedexpenses?"AO, beneand Advisorall live insame stateNeed toask CSPApprovalsSomeoneother 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. Fax number only
  3. Call under 2 minutes
  4. "What happens if we don't use all the money?"
  5. Call over 14 minutes
  6. WD to school
  7. Account over $100k
  8. Investment change
  9. Unlock online access
  10. Wrong website (i.e. Nest Direct Vs. Advisor)
  11. Someone calls faxing outdated
  12. WD under $300
  13. "Can I place you on a brief hold?"
  14. "Your password requirements are too hard"
  15. WD over $25K
  16. Refer the caller to a tax pro
  17. Questions about investments
  18. Rollover/fund transfer questions
  19. AO address update
  20. "What's the tax deduction limit?"
  21. "What are qualified expenses?"
  22. AO, bene and Advisor all live in same state
  23. Need to ask CSP Approvals
  24. Someone other than the AO/rep calls