Callunder 2minutesContributionany amountAOaddressupdate"What arequalifiedexpenses?"Need toask CSPApprovalsAO, beneand Advisorall live insame stateSomeonecallsfaxingoutdatedRefer thecaller toa tax proQuestionsaboutinvestmentsAccountover$100k"Whathappens ifwe don't useall themoney?"WDunder$300FaxnumberonlyCallover 14minutesWrongwebsite (i.e.Nest DirectVs. Advisor)WD toschoolInvestmentchange"Yourpasswordrequirementsare too hard"Unlockonlineaccess"What'sthe taxdeductionlimit?"Someoneother thanthe AO/repcallsRollover/fundtransferquestionsWDover$25K"Can Iplace youon a briefhold?"Callunder 2minutesContributionany amountAOaddressupdate"What arequalifiedexpenses?"Need toask CSPApprovalsAO, beneand Advisorall live insame stateSomeonecallsfaxingoutdatedRefer thecaller toa tax proQuestionsaboutinvestmentsAccountover$100k"Whathappens ifwe don't useall themoney?"WDunder$300FaxnumberonlyCallover 14minutesWrongwebsite (i.e.Nest DirectVs. Advisor)WD toschoolInvestmentchange"Yourpasswordrequirementsare too hard"Unlockonlineaccess"What'sthe taxdeductionlimit?"Someoneother thanthe AO/repcallsRollover/fundtransferquestionsWDover$25K"Can Iplace youon a briefhold?"

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 Someone calls faxing outdated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