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