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