When setting upyour trustaccounting, wheredo you enter thenames of thebrokerageaccounts?PlanDocThis is thesection on theProcessing Notestab where yourFINAL PULSENOTES go.A type of EEcontributionyou can makeonce you areover 55.IRAEINWhat colorare theBalanceChecks withinthe template?NIGOVestedBalanceWhat is the 2025maximum amountan employee candefer into theirplan without catch-up?What 2Legacycompaniesare done oncash basis?FBOCOLADefinedContributionPlanRMDSDBADefinedBenefitPlanWhere do you getthe Plan Nameand Client Nameto input whenfilling out theSTART HERE tabin the template?What colorare the cellsthat must behand keyed?LOIThis is one ofthe rows thatmust alwaysstay unhiddenon the FinancialReport Tab.EFASTFinal notes to theconsultants needto be put in whatcolor section ofthe processingnotes tab onlyAccruals/ReceivablesWhen setting upyour trustaccounting, wheredo you enter thenames of thebrokerageaccounts?PlanDocThis is thesection on theProcessing Notestab where yourFINAL PULSENOTES go.A type of EEcontributionyou can makeonce you areover 55.IRAEINWhat colorare theBalanceChecks withinthe template?NIGOVestedBalanceWhat is the 2025maximum amountan employee candefer into theirplan without catch-up?What 2Legacycompaniesare done oncash basis?FBOCOLADefinedContributionPlanRMDSDBADefinedBenefitPlanWhere do you getthe Plan Nameand Client Nameto input whenfilling out theSTART HERE tabin the template?What colorare the cellsthat must behand keyed?LOIThis is one ofthe rows thatmust alwaysstay unhiddenon the FinancialReport Tab.EFASTFinal notes to theconsultants needto be put in whatcolor section ofthe processingnotes tab onlyAccruals/Receivables

Monday Funday Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. 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.


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  1. When setting up your trust accounting, where do you enter the names of the brokerage accounts?
  2. Plan Doc
  3. This is the section on the Processing Notes tab where your FINAL PULSE NOTES go.
  4. A type of EE contribution you can make once you are over 55.
  5. IRA
  6. EIN
  7. What color are the Balance Checks within the template?
  8. NIGO
  9. Vested Balance
  10. What is the 2025 maximum amount an employee can defer into their plan without catch-up?
  11. What 2 Legacy companies are done on cash basis?
  12. FBO
  13. COLA
  14. Defined Contribution Plan
  15. RMD
  16. SDBA
  17. Defined Benefit Plan
  18. Where do you get the Plan Name and Client Name to input when filling out the START HERE tab in the template?
  19. What color are the cells that must be hand keyed?
  20. LOI
  21. This is one of the rows that must always stay unhidden on the Financial Report Tab.
  22. EFAST
  23. Final notes to the consultants need to be put in what color section of the processing notes tab only
  24. Accruals/ Receivables