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 Someone calls faxing outdated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