Submita formConversionTransferto BRSAsk aboutclient'sretirementyearRMDACI toACBTransferBrokerageAppPassedAVPlaywithholdingscriptCheckMMYieldRDO!Balance/FundsAvailableContributionFrequentCallerBuy anEquityBuyA CDEmaillinks toclientBring upstatementfees(Ecomm)Speakwith anAdvisorBuy aTreasurySell anEquityAskedclient abouttheirOccupationOnlineNavigationCheckedBenesSubmita formConversionTransferto BRSAsk aboutclient'sretirementyearRMDACI toACBTransferBrokerageAppPassedAVPlaywithholdingscriptCheckMMYieldRDO!Balance/FundsAvailableContributionFrequentCallerBuy anEquityBuyA CDEmaillinks toclientBring upstatementfees(Ecomm)Speakwith anAdvisorBuy aTreasurySell anEquityAskedclient abouttheirOccupationOnlineNavigationCheckedBenes

Untitled Bingo - 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. Submit a form
  2. Conversion
  3. Transfer to BRS
  4. Ask about client's retirement year
  5. RMD
  6. ACI to ACB Transfer
  7. Brokerage App
  8. Passed AV
  9. Play withholding script
  10. Check MM Yield
  11. RDO!
  12. Balance/Funds Available
  13. Contribution
  14. Frequent Caller
  15. Buy an Equity
  16. Buy A CD
  17. Email links to client
  18. Bring up statement fees (Ecomm)
  19. Speak with an Advisor
  20. Buy a Treasury
  21. Sell an Equity
  22. Asked client about their Occupation
  23. Online Navigation
  24. Checked Benes