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