CERTIFICATE DEPOSIT REP DOES NOT HAVE ACCT # SCHWABFUNDS.COM DUPLICATE 1099 REQUEST CALLER ASK IF STATE EXEMPT CD1 DEPARTMENT CALLS DRS OUT ESCHEATMENT DELAYED 1099 WASH SALE WHFIT OUT OF BALANCE DUPLICATE TRANSACTIONS CORRECTED 1099 REQUEST REFER TO 1099 YES MISSING OPTION PREM. YEAR END G/L REPORT KNOWN ISSUE PCAT MISSING BASIS REFER TO RETIRMENT SVCS CPA JOINS CALL CLIENT FOLLOWING UP REFER TO PARTNER SUPPORT STEP UP SCHWAB.COM 1099 DASHBOARD CERTIFICATE DEPOSIT REP DOES NOT HAVE ACCT # SCHWABFUNDS.COM DUPLICATE 1099 REQUEST CALLER ASK IF STATE EXEMPT CD1 DEPARTMENT CALLS DRS OUT ESCHEATMENT DELAYED 1099 WASH SALE WHFIT OUT OF BALANCE DUPLICATE TRANSACTIONS CORRECTED 1099 REQUEST REFER TO 1099 YES MISSING OPTION PREM. YEAR END G/L REPORT KNOWN ISSUE PCAT MISSING BASIS REFER TO RETIRMENT SVCS CPA JOINS CALL CLIENT FOLLOWING UP REFER TO PARTNER SUPPORT STEP UP SCHWAB.COM 1099 DASHBOARD
(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.
CERTIFICATE DEPOSIT
REP DOES NOT HAVE ACCT #
SCHWABFUNDS.COM
DUPLICATE 1099 REQUEST
CALLER ASK IF STATE EXEMPT
CD1 DEPARTMENT CALLS
DRS OUT
ESCHEATMENT
DELAYED 1099
WASH SALE
WHFIT
OUT OF BALANCE
DUPLICATE TRANSACTIONS
CORRECTED 1099 REQUEST
REFER TO 1099 YES
MISSING OPTION PREM.
YEAR END G/L REPORT
KNOWN ISSUE
PCAT
MISSING BASIS
REFER TO RETIRMENT SVCS
CPA JOINS CALL
CLIENT FOLLOWING UP
REFER TO PARTNER SUPPORT
STEP UP
SCHWAB.COM 1099 DASHBOARD