What colorare the cellsthat must behand keyed?Final notes to theconsultants needto be put in whatcolor section ofthe processingnotes tab onlyEFASTSDBANIGOThis is one ofthe rows thatmust alwaysstay unhiddenon the FinancialReport Tab.What is the 2025maximum amountan employee candefer into theirplan without catch-up?VestedBalanceFBODefinedBenefitPlanLOIThis is thesection on theProcessing Notestab where yourFINAL PULSENOTES go.What 2Legacycompaniesare done oncash basis?A type of EEcontributionyou can makeonce you areover 55.What colorare theBalanceChecks withinthe template?IRAEINDefinedContributionPlanWhen setting upyour trustaccounting, wheredo you enter thenames of thebrokerageaccounts?RMDCOLAPlanDocWhere do you getthe Plan Nameand Client Nameto input whenfilling out theSTART HERE tabin the template?Accruals/ReceivablesWhat colorare the cellsthat must behand keyed?Final notes to theconsultants needto be put in whatcolor section ofthe processingnotes tab onlyEFASTSDBANIGOThis is one ofthe rows thatmust alwaysstay unhiddenon the FinancialReport Tab.What is the 2025maximum amountan employee candefer into theirplan without catch-up?VestedBalanceFBODefinedBenefitPlanLOIThis is thesection on theProcessing Notestab where yourFINAL PULSENOTES go.What 2Legacycompaniesare done oncash basis?A type of EEcontributionyou can makeonce you areover 55.What colorare theBalanceChecks withinthe template?IRAEINDefinedContributionPlanWhen setting upyour trustaccounting, wheredo you enter thenames of thebrokerageaccounts?RMDCOLAPlanDocWhere do you getthe Plan Nameand Client Nameto input whenfilling out theSTART HERE tabin the template?Accruals/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. What color are the cells that must be hand keyed?
  2. Final notes to the consultants need to be put in what color section of the processing notes tab only
  3. EFAST
  4. SDBA
  5. NIGO
  6. This is one of the rows that must always stay unhidden on the Financial Report Tab.
  7. What is the 2025 maximum amount an employee can defer into their plan without catch-up?
  8. Vested Balance
  9. FBO
  10. Defined Benefit Plan
  11. LOI
  12. This is the section on the Processing Notes tab where your FINAL PULSE NOTES go.
  13. What 2 Legacy companies are done on cash basis?
  14. A type of EE contribution you can make once you are over 55.
  15. What color are the Balance Checks within the template?
  16. IRA
  17. EIN
  18. Defined Contribution Plan
  19. When setting up your trust accounting, where do you enter the names of the brokerage accounts?
  20. RMD
  21. COLA
  22. Plan Doc
  23. Where do you get the Plan Name and Client Name to input when filling out the START HERE tab in the template?
  24. Accruals/ Receivables