TraditionalIRAphonenumberupdateUpdateBeneficiary(s)RothIraDivorce72tUMGA/UTMAMultiplewithdrawchecks/viaFedExRMDcallinvestor529EducationcallTaxFormsIndyacct.WebsiteInvestorFindFACoverdellESAMovesAddresschangeWalk acallthroughform(s)WebsiteAdvisorInternaltransfercallJointacct.LEcallDistributioncallTraditionalIRAphonenumberupdateUpdateBeneficiary(s)RothIraDivorce72tUMGA/UTMAMultiplewithdrawchecks/viaFedExRMDcallinvestor529EducationcallTaxFormsIndyacct.WebsiteInvestorFindFACoverdellESAMovesAddresschangeWalk acallthroughform(s)WebsiteAdvisorInternaltransfercallJointacct.LEcallDistributioncall

Added Value 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. Traditional IRA
  2. phone number update
  3. Update Beneficiary(s)
  4. Roth Ira
  5. Divorce
  6. 72t
  7. UMGA /UTMA
  8. Multiple withdraw checks/via FedEx
  9. RMD call investor
  10. 529
  11. Education call
  12. Tax Forms
  13. Indy acct.
  14. Website Investor
  15. Find FA
  16. Coverdell ESA
  17. Moves
  18. Address change
  19. Walk a call through form(s)
  20. Website Advisor
  21. Internal transfer call
  22. Joint acct.
  23. LE call
  24. Distribution call