"Yourpasswordrequirementsare too hard"Callover 14minutes"What'sthe taxdeductionlimit?"AO, beneand Advisorall live insame stateUnlockonlineaccessSomeoneother thanthe AO/repcallsWD toschoolSomeonecallsfaxingoutdatedRefer thecaller toa tax proWDunder$300"What arequalifiedexpenses?"Accountover$100kWDover$25KNeed toask CSPApprovalsAOaddressupdateQuestionsaboutinvestments"Whathappens ifwe don't useall themoney?"Callunder 2minutesRollover/fundtransferquestionsInvestmentchangeFaxnumberonly"Can Iplace youon a briefhold?"Contributionany amountWrongwebsite (i.e.Nest DirectVs. Advisor)"Yourpasswordrequirementsare too hard"Callover 14minutes"What'sthe taxdeductionlimit?"AO, beneand Advisorall live insame stateUnlockonlineaccessSomeoneother thanthe AO/repcallsWD toschoolSomeonecallsfaxingoutdatedRefer thecaller toa tax proWDunder$300"What arequalifiedexpenses?"Accountover$100kWDover$25KNeed toask CSPApprovalsAOaddressupdateQuestionsaboutinvestments"Whathappens ifwe don't useall themoney?"Callunder 2minutesRollover/fundtransferquestionsInvestmentchangeFaxnumberonly"Can Iplace youon a briefhold?"Contributionany amountWrongwebsite (i.e.Nest DirectVs. Advisor)

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 Someone calls faxing outdated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