TrueRevocable,Irrevocable,Living, andTestamentaryTrueAn individual ororganization thatreceives SocialSecurity or SSIpayments for someonewho cannot manage ordirect the managementof his/her money.Holding intrust foranotherperson orpersonsFalseA person legallyvested with theright ofadministrationof an estate.Letters ofTestamentaryor Letters ofAdministrationCourt certifieddocuments thatstate who hasbeen appointedConservator.Certificationof Trust(providedby LNB)FalseFalseAn individual that isappointed by aprobate court tobecome the legalrepresentativeprotecting the assetsof a minor orincapacitated person.Guardian,Trust,Estate, andRep PayeeApproval letterfrom SocialSecurityAdministrationstating who hasbeen appointed.FalseTrueRevocable,Irrevocable,Living, andTestamentaryTrueAn individual ororganization thatreceives SocialSecurity or SSIpayments for someonewho cannot manage ordirect the managementof his/her money.Holding intrust foranotherperson orpersonsFalseA person legallyvested with theright ofadministrationof an estate.Letters ofTestamentaryor Letters ofAdministrationCourt certifieddocuments thatstate who hasbeen appointedConservator.Certificationof Trust(providedby LNB)FalseFalseAn individual that isappointed by aprobate court tobecome the legalrepresentativeprotecting the assetsof a minor orincapacitated person.Guardian,Trust,Estate, andRep PayeeApproval letterfrom SocialSecurityAdministrationstating who hasbeen appointed.False

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
  1. True
  2. Revocable, Irrevocable, Living, and Testamentary
  3. True
  4. An individual or organization that receives Social Security or SSI payments for someone who cannot manage or direct the management of his/her money.
  5. Holding in trust for another person or persons
  6. False
  7. A person legally vested with the right of administration of an estate.
  8. Letters of Testamentary or Letters of Administration
  9. Court certified documents that state who has been appointed Conservator.
  10. Certification of Trust (provided by LNB)
  11. False
  12. False
  13. An individual that is appointed by a probate court to become the legal representative protecting the assets of a minor or incapacitated person.
  14. Guardian, Trust, Estate, and Rep Payee
  15. Approval letter from Social Security Administration stating who has been appointed.
  16. False