"Whathappens ifwe don't useall themoney?""Can Iplace youon a briefhold?"Contributionany amountSomeonecallsfaxingoutdatedWD toschool"What'sthe taxdeductionlimit?"QuestionsaboutinvestmentsNeed toask CSPApprovalsSomeoneother thanthe AO/repcallsAO, beneand Advisorall live insame stateCallunder 2minutes"Yourpasswordrequirementsare too hard"Accountover$100kWDunder$300AOaddressupdateWDover$25K"What arequalifiedexpenses?"Wrongwebsite (i.e.Nest DirectVs. Advisor)Callover 14minutesUnlockonlineaccessFaxnumberonlyRollover/fundtransferquestionsRefer thecaller toa tax proInvestmentchange"Whathappens ifwe don't useall themoney?""Can Iplace youon a briefhold?"Contributionany amountSomeonecallsfaxingoutdatedWD toschool"What'sthe taxdeductionlimit?"QuestionsaboutinvestmentsNeed toask CSPApprovalsSomeoneother thanthe AO/repcallsAO, beneand Advisorall live insame stateCallunder 2minutes"Yourpasswordrequirementsare too hard"Accountover$100kWDunder$300AOaddressupdateWDover$25K"What arequalifiedexpenses?"Wrongwebsite (i.e.Nest DirectVs. Advisor)Callover 14minutesUnlockonlineaccessFaxnumberonlyRollover/fundtransferquestionsRefer thecaller toa tax proInvestmentchange

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.


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 Someone calls faxing outdated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