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