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