RMDcallinvestorTraditionalIRAphonenumberupdateMovesFindFAMultiplewithdrawchecks/viaFedExDistributioncall529AddresschangeInternaltransfercallLEcallTaxForms72tUpdateBeneficiary(s)EducationcallWebsiteInvestorUMGA/UTMAWebsiteAdvisorCoverdellESAWalk acallthroughform(s)Indyacct.RothIraJointacct.DivorceRMDcallinvestorTraditionalIRAphonenumberupdateMovesFindFAMultiplewithdrawchecks/viaFedExDistributioncall529AddresschangeInternaltransfercallLEcallTaxForms72tUpdateBeneficiary(s)EducationcallWebsiteInvestorUMGA/UTMAWebsiteAdvisorCoverdellESAWalk acallthroughform(s)Indyacct.RothIraJointacct.Divorce

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