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