HouseholdingInquiryAddressRestrictionFidelityAccountSent f/uemailto repMatrixTransferBeneficiaryQuestionsPhoneNumberUpdateRepChangeQuestionsFeeQuestionDistributionvia CheckGaveRMDamountHelp w/placingtradesSchwabTransferQuestionon ACHReachedout TradeTeamStageditem toDPEmailupdateQuestionon IRADistributionFormQuestionon NewAccountPaperworkLoanQuestionsGaveSchwabAlliancePhoneNumberResettingapasswordHelpedrep createa SRReachedout toDocuSignTeamHouseholdingInquiryAddressRestrictionFidelityAccountSent f/uemailto repMatrixTransferBeneficiaryQuestionsPhoneNumberUpdateRepChangeQuestionsFeeQuestionDistributionvia CheckGaveRMDamountHelp w/placingtradesSchwabTransferQuestionon ACHReachedout TradeTeamStageditem toDPEmailupdateQuestionon IRADistributionFormQuestionon NewAccountPaperworkLoanQuestionsGaveSchwabAlliancePhoneNumberResettingapasswordHelpedrep createa SRReachedout toDocuSignTeam

Call 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. Householding Inquiry
  2. Address Restriction
  3. Fidelity Account
  4. Sent f/u email to rep
  5. Matrix Transfer
  6. Beneficiary Questions
  7. Phone Number Update
  8. Rep Change Questions
  9. Fee Question
  10. Distribution via Check
  11. Gave RMD amount
  12. Help w/ placing trades
  13. Schwab Transfer
  14. Question on ACH
  15. Reached out Trade Team
  16. Staged item to DP
  17. Email update
  18. Question on IRA Distribution Form
  19. Question on New Account Paperwork
  20. Loan Questions
  21. Gave Schwab Alliance Phone Number
  22. Resetting a password
  23. Helped rep create a SR
  24. Reached out to DocuSign Team