Investment change UTMA/UGMA Call WD to AO's bank Reset password Contribution any amount Modify/Stop AIP Share class questions "Can I place you on a brief hold?" Rollover/ Transfer questions Need to ask CSP Approvals Trust Account Call Stop Pay and Reissue $5,000 WD AO address update Restart / Clone/ Start a WF WD to Bene Statement request Give out a Cusip MFA Questions DAO/Calls about DAO WD under $500 Special Mailing "Where's the account number on the statement?" "What's the tax deduction limit?" Investment change UTMA/UGMA Call WD to AO's bank Reset password Contribution any amount Modify/Stop AIP Share class questions "Can I place you on a brief hold?" Rollover/ Transfer questions Need to ask CSP Approvals Trust Account Call Stop Pay and Reissue $5,000 WD AO address update Restart / Clone/ Start a WF WD to Bene Statement request Give out a Cusip MFA Questions DAO/Calls about DAO WD under $500 Special Mailing "Where's the account number on the statement?" "What's the tax deduction limit?"
(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.
Investment change
UTMA/UGMA Call
WD to AO's bank
Reset password
Contribution any amount
Modify/Stop AIP
Share class questions
"Can I place you on a brief hold?"
Rollover/
Transfer questions
Need to ask CSP Approvals
Trust Account Call
Stop Pay and Reissue
$5,000 WD
AO address update
Restart /
Clone/
Start a WF
WD to Bene
Statement request
Give out a Cusip
MFA Questions
DAO/Calls about DAO
WD under $500
Special Mailing
"Where's the account number on the statement?"
"What's the tax deduction limit?"