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