IS Basics Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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. N-Cost Basis Question - Unrealized Gains/Losses (Walked client online)
2. N-RMD - Disclosing the clients RMD for the year (if it is calculated)
3. N-Mobile Check Deposit - Walked a client on the app to deposit a check into their account
4. B-Education Savings Account (ESA) - Called contained
5. B-Agent Authorization -Account Access
6. I-Web Registration
7. B-AWP - Walked a client online to change/add an Automatic Withdraw Plan
8. G-Purchase from bank on File to Settlement Fund - Online Walk Through with Client
9. N-Wire Transfer to a bank on File
10. G-Account Service Fee Conversation
11. G-AIP - Walked a client online to change/add an Automatic Investment Plan
12. I-Education Savings Account (ESA) - Called transferred
13. I-Yields - Walked a client through where to find yields or Benchmarks online
14. I-Settlement Fund to Bank on File - Online Walk Through with Client
15. I-RMD - Walking a client online where to find there RMD
16. B-Mutual Fund Trade -Online Walk Through with Client
17. N-Settlement Fund to Bank on File - Placed in CrAVE for Client
18. G-Tax Form
19. I-Cost Basis Question - Realized Gains/Losses (Walked client online)
20. B-Purchase from bank on File to Settlement Fund - Placed in CrAVE for Client
21. G-Cost Basis Method Elections - Walked client to dividend and Capital gains elections online
22. N-Security Code accommodation
23. G-Web Navigation
24. B-Direct Deposit Set up