"What'sthe taxdeductionlimit?"Refer thecaller toa tax proWDover$25K"What arequalifiedexpenses?"Wrongwebsite (i.e.Nest DirectVs. Advisor)Contributionany amountInvestmentchange"Yourpasswordrequirementsare too hard"Need toask CSPApprovalsCallunder 2minutesCallover 14minutesQuestionsaboutinvestmentsAO, beneand Advisorall live insame stateAccountover$100kRollover/fundtransferquestionsSomeoneother thanthe AO/repcallsUnlockonlineaccessSomeonecallsfaxingoutdated"Can Iplace youon a briefhold?"WDunder$300Faxnumberonly"Whathappens ifwe don't useall themoney?"WD toschoolAOaddressupdate"What'sthe taxdeductionlimit?"Refer thecaller toa tax proWDover$25K"What arequalifiedexpenses?"Wrongwebsite (i.e.Nest DirectVs. Advisor)Contributionany amountInvestmentchange"Yourpasswordrequirementsare too hard"Need toask CSPApprovalsCallunder 2minutesCallover 14minutesQuestionsaboutinvestmentsAO, beneand Advisorall live insame stateAccountover$100kRollover/fundtransferquestionsSomeoneother thanthe AO/repcallsUnlockonlineaccessSomeonecallsfaxingoutdated"Can Iplace youon a briefhold?"WDunder$300Faxnumberonly"Whathappens ifwe don't useall themoney?"WD toschoolAOaddressupdate

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 Someone calls faxing outdated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