Revocable,Irrevocable,Living, andTestamentaryApproval letterfrom SocialSecurityAdministrationstating who hasbeen appointed.Letters ofTestamentaryor Letters ofAdministrationFalseAn individual that isappointed by aprobate court tobecome the legalrepresentativeprotecting the assetsof a minor orincapacitated person.Holding intrust foranotherperson orpersonsCourt certifieddocuments thatstate who hasbeen appointedConservator.TrueFalseFalseCertificationof Trust(providedby LNB)FalseA person legallyvested with theright ofadministrationof an estate.TrueGuardian,Trust,Estate, andRep PayeeAn individual ororganization thatreceives SocialSecurity or SSIpayments for someonewho cannot manage ordirect the managementof his/her money.Revocable,Irrevocable,Living, andTestamentaryApproval letterfrom SocialSecurityAdministrationstating who hasbeen appointed.Letters ofTestamentaryor Letters ofAdministrationFalseAn individual that isappointed by aprobate court tobecome the legalrepresentativeprotecting the assetsof a minor orincapacitated person.Holding intrust foranotherperson orpersonsCourt certifieddocuments thatstate who hasbeen appointedConservator.TrueFalseFalseCertificationof Trust(providedby LNB)FalseA person legallyvested with theright ofadministrationof an estate.TrueGuardian,Trust,Estate, andRep PayeeAn individual ororganization thatreceives SocialSecurity or SSIpayments for someonewho cannot manage ordirect the managementof his/her money.

Fiduciary Relationships - 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. Revocable, Irrevocable, Living, and Testamentary
  2. Approval letter from Social Security Administration stating who has been appointed.
  3. Letters of Testamentary or Letters of Administration
  4. False
  5. An individual that is appointed by a probate court to become the legal representative protecting the assets of a minor or incapacitated person.
  6. Holding in trust for another person or persons
  7. Court certified documents that state who has been appointed Conservator.
  8. True
  9. False
  10. False
  11. Certification of Trust (provided by LNB)
  12. False
  13. A person legally vested with the right of administration of an estate.
  14. True
  15. Guardian, Trust, Estate, and Rep Payee
  16. An individual or organization that receives Social Security or SSI payments for someone who cannot manage or direct the management of his/her money.