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