Rollover/TransferquestionsDAO/CallsaboutDAOStatementrequest"Can Iplace youon a briefhold?"ShareclassquestionsWDunder$500MFAQuestionsTrustAccountCallRestart /Clone/Start aWFWD toAO'sbank"Where's theaccountnumber onthestatement?"Need toask CSPApprovalsContributionany amountSpecialMailingResetpasswordInvestmentchangeStop PayandReissue$5,000WDGiveout aCusipModify/StopAIPAOaddressupdateUTMA/UGMACallWD toBene"What'sthe taxdeductionlimit?"Rollover/TransferquestionsDAO/CallsaboutDAOStatementrequest"Can Iplace youon a briefhold?"ShareclassquestionsWDunder$500MFAQuestionsTrustAccountCallRestart /Clone/Start aWFWD toAO'sbank"Where's theaccountnumber onthestatement?"Need toask CSPApprovalsContributionany amountSpecialMailingResetpasswordInvestmentchangeStop PayandReissue$5,000WDGiveout aCusipModify/StopAIPAOaddressupdateUTMA/UGMACallWD toBene"What'sthe taxdeductionlimit?"

Team David Call Bingo 2 - 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. Rollover/ Transfer questions
  2. DAO/Calls about DAO
  3. Statement request
  4. "Can I place you on a brief hold?"
  5. Share class questions
  6. WD under $500
  7. MFA Questions
  8. Trust Account Call
  9. Restart / Clone/ Start a WF
  10. WD to AO's bank
  11. "Where's the account number on the statement?"
  12. Need to ask CSP Approvals
  13. Contribution any amount
  14. Special Mailing
  15. Reset password
  16. Investment change
  17. Stop Pay and Reissue
  18. $5,000 WD
  19. Give out a Cusip
  20. Modify/Stop AIP
  21. AO address update
  22. UTMA/UGMA Call
  23. WD to Bene
  24. "What's the tax deduction limit?"