QuestionsaboutinvestmentsUnlockonlineaccessAccountover$100kContributionany amount"Can Iplace youon a briefhold?""What arequalifiedexpenses?"AOaddressupdateSomeoneother thanthe AO/repcalls"What'sthe taxdeductionlimit?"Rollover/fundtransferquestionsSomeonecallsfaxingoutdatedRefer thecaller toa tax proNeed toask CSPApprovalsWrongwebsite (i.e.Nest DirectVs. Advisor)Callover 14minutesCallunder 2minutesFaxnumberonlyAO, beneand Advisorall live insame state"Yourpasswordrequirementsare too hard"WDover$25KInvestmentchange"Whathappens ifwe don't useall themoney?"WD toschoolWDunder$300QuestionsaboutinvestmentsUnlockonlineaccessAccountover$100kContributionany amount"Can Iplace youon a briefhold?""What arequalifiedexpenses?"AOaddressupdateSomeoneother thanthe AO/repcalls"What'sthe taxdeductionlimit?"Rollover/fundtransferquestionsSomeonecallsfaxingoutdatedRefer thecaller toa tax proNeed toask CSPApprovalsWrongwebsite (i.e.Nest DirectVs. Advisor)Callover 14minutesCallunder 2minutesFaxnumberonlyAO, beneand Advisorall live insame state"Yourpasswordrequirementsare too hard"WDover$25KInvestmentchange"Whathappens ifwe don't useall themoney?"WD toschoolWDunder$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.


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 Someone calls faxing outdated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