Refer thecaller toa tax proWDunder$300Contributionany amountNeed toask CSPApprovals"Can Iplace youon a briefhold?"WDover$25KRollover/fundtransferquestionsSomeonecallsfaxingoutdatedWD toschool"Yourpasswordrequirementsare too hard""Whathappens ifwe don't useall themoney?"Someoneother thanthe AO/repcallsCallover 14minutesQuestionsaboutinvestments"What'sthe taxdeductionlimit?"Callunder 2minutes"What arequalifiedexpenses?"UnlockonlineaccessAOaddressupdateFaxnumberonlyAccountover$100kInvestmentchangeAO, beneand Advisorall live insame stateWrongwebsite (i.e.Nest DirectVs. Advisor)Refer thecaller toa tax proWDunder$300Contributionany amountNeed toask CSPApprovals"Can Iplace youon a briefhold?"WDover$25KRollover/fundtransferquestionsSomeonecallsfaxingoutdatedWD toschool"Yourpasswordrequirementsare too hard""Whathappens ifwe don't useall themoney?"Someoneother thanthe AO/repcallsCallover 14minutesQuestionsaboutinvestments"What'sthe taxdeductionlimit?"Callunder 2minutes"What arequalifiedexpenses?"UnlockonlineaccessAOaddressupdateFaxnumberonlyAccountover$100kInvestmentchangeAO, beneand Advisorall live insame stateWrongwebsite (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. Refer the caller to a tax pro
  2. WD under $300
  3. Contribution any amount
  4. Need to ask CSP Approvals
  5. "Can I place you on a brief hold?"
  6. WD over $25K
  7. Rollover/fund transfer questions
  8. Someone calls faxing outdated
  9. WD to school
  10. "Your password requirements are too hard"
  11. "What happens if we don't use all the money?"
  12. Someone other than the AO/rep calls
  13. Call over 14 minutes
  14. Questions about investments
  15. "What's the tax deduction limit?"
  16. Call under 2 minutes
  17. "What are qualified expenses?"
  18. Unlock online access
  19. AO address update
  20. Fax number only
  21. Account over $100k
  22. Investment change
  23. AO, bene and Advisor all live in same state
  24. Wrong website (i.e. Nest Direct Vs. Advisor)