WDunder$300AOaddressupdateSomeonecallsfaxingoutdatedRefer thecaller toa tax proNeed toask CSPApprovalsWDover$25K"Can Iplace youon a briefhold?"Callover 14minutesRollover/fundtransferquestions"What arequalifiedexpenses?"AO, beneand Advisorall live insame stateQuestionsaboutinvestmentsWD toschoolUnlockonlineaccessWrongwebsite (i.e.Nest DirectVs. Advisor)Investmentchange"What'sthe taxdeductionlimit?"Contributionany amountCallunder 2minutesAccountover$100k"Yourpasswordrequirementsare too hard""Whathappens ifwe don't useall themoney?"Someoneother thanthe AO/repcallsFaxnumberonlyWDunder$300AOaddressupdateSomeonecallsfaxingoutdatedRefer thecaller toa tax proNeed toask CSPApprovalsWDover$25K"Can Iplace youon a briefhold?"Callover 14minutesRollover/fundtransferquestions"What arequalifiedexpenses?"AO, beneand Advisorall live insame stateQuestionsaboutinvestmentsWD toschoolUnlockonlineaccessWrongwebsite (i.e.Nest DirectVs. Advisor)Investmentchange"What'sthe taxdeductionlimit?"Contributionany amountCallunder 2minutesAccountover$100k"Yourpasswordrequirementsare too hard""Whathappens ifwe don't useall themoney?"Someoneother thanthe AO/repcallsFaxnumberonly

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 Someone calls faxing outdated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