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 Someone calls faxing outdated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