WD toschoolCallover 14minutesSomeoneother thanthe AO/repcallsInvestmentchangeContributionany amount"What'sthe taxdeductionlimit?"AOaddressupdate"Can Iplace youon a briefhold?"AO, beneand Advisorall live insame stateWrongwebsite (i.e.Nest DirectVs. Advisor)Need toask CSPApprovalsWDover$25KQuestionsaboutinvestmentsUnlockonlineaccessWDunder$300Faxnumberonly"What arequalifiedexpenses?"Rollover/fundtransferquestionsAccountover$100k"Yourpasswordrequirementsare too hard""Whathappens ifwe don't useall themoney?"Refer thecaller toa tax proSomeonecallsfaxingoutdatedCallunder 2minutesWD toschoolCallover 14minutesSomeoneother thanthe AO/repcallsInvestmentchangeContributionany amount"What'sthe taxdeductionlimit?"AOaddressupdate"Can Iplace youon a briefhold?"AO, beneand Advisorall live insame stateWrongwebsite (i.e.Nest DirectVs. Advisor)Need toask CSPApprovalsWDover$25KQuestionsaboutinvestmentsUnlockonlineaccessWDunder$300Faxnumberonly"What arequalifiedexpenses?"Rollover/fundtransferquestionsAccountover$100k"Yourpasswordrequirementsare too hard""Whathappens ifwe don't useall themoney?"Refer thecaller toa tax proSomeonecallsfaxingoutdatedCallunder 2minutes

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 Someone calls faxing outdated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