TrueAn individual ororganization thatreceives SocialSecurity or SSIpayments for someonewho cannot manage ordirect the managementof his/her money.Letters ofTestamentaryor Letters ofAdministrationFalseApproval letterfrom SocialSecurityAdministrationstating who hasbeen appointed.TrueRevocable,Irrevocable,Living, andTestamentaryFalseCertificationof Trust(providedby LNB)A person legallyvested with theright ofadministrationof an estate.Court certifieddocuments thatstate who hasbeen appointedConservator.FalseHolding intrust foranotherperson orpersonsFalseGuardian,Trust,Estate, andRep PayeeAn individual that isappointed by aprobate court tobecome the legalrepresentativeprotecting the assetsof a minor orincapacitated person.TrueAn individual ororganization thatreceives SocialSecurity or SSIpayments for someonewho cannot manage ordirect the managementof his/her money.Letters ofTestamentaryor Letters ofAdministrationFalseApproval letterfrom SocialSecurityAdministrationstating who hasbeen appointed.TrueRevocable,Irrevocable,Living, andTestamentaryFalseCertificationof Trust(providedby LNB)A person legallyvested with theright ofadministrationof an estate.Court certifieddocuments thatstate who hasbeen appointedConservator.FalseHolding intrust foranotherperson orpersonsFalseGuardian,Trust,Estate, andRep PayeeAn individual that isappointed by aprobate court tobecome the legalrepresentativeprotecting the assetsof a minor orincapacitated person.

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