InvestmentG/L dividedby endingNet AssetsAxis PlanInformationPendingresponseFinancialreport, Plantotals, peraccount, otherinvestmentsAxisBillingTabExpenses,Distributions,andTransfers YEDCCensusFinalNotesPreTaxClientReadyGain/LossRenameit/ Leavea noteRollovers,BenefitsPaid, andExpenses5500Account isnot in thename of theplan and/orFBOVendorTabCarryForwardAwaitingContributiondecisionCalculatedSection andAccrualSection Oncont. recon.Row98Capital GainDistributionsSpecialServices &FinancialData CasesTrustaccountingmanagementteamLegacyFolderInvestmentG/L dividedby endingNet AssetsAxis PlanInformationPendingresponseFinancialreport, Plantotals, peraccount, otherinvestmentsAxisBillingTabExpenses,Distributions,andTransfers YEDCCensusFinalNotesPreTaxClientReadyGain/LossRenameit/ Leavea noteRollovers,BenefitsPaid, andExpenses5500Account isnot in thename of theplan and/orFBOVendorTabCarryForwardAwaitingContributiondecisionCalculatedSection andAccrualSection Oncont. recon.Row98Capital GainDistributionsSpecialServices &FinancialData CasesTrustaccountingmanagementteamLegacyFolder

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. Investment G/L divided by ending Net Assets
  2. Axis Plan Information
  3. Pending response
  4. Financial report, Plan totals, per account, other investments
  5. Axis Billing Tab
  6. Expenses, Distributions, and Transfers
  7. YEDC Census
  8. Final Notes
  9. Pre Tax
  10. Client Ready
  11. Gain/Loss
  12. Rename it/ Leave a note
  13. Rollovers, Benefits Paid, and Expenses
  14. 5500
  15. Account is not in the name of the plan and/or FBO
  16. Vendor Tab
  17. Carry Forward
  18. Awaiting Contribution decision
  19. Calculated Section and Accrual Section On cont. recon.
  20. Row 98
  21. Capital Gain Distributions
  22. Special Services & Financial Data Cases
  23. Trust accounting management team
  24. Legacy Folder