This bingo card has a free space and 24 words: Be within Call Tracker %, GEM Share Certificates, Educate Member of Grace Period, Establish IRA Savings with Member through NFOAA, Explain Direct Transfer/Rollover and email 624, Send IRA Withdrawal Instructions from Email Generator, Confirm delivery time for Confirmation Notice, Encourage Beneficiary for IRA and email/send 584, Set up recurring xfer to cert/IRA cert, Successfully complete IRA process in BlueZone, P2P someone who helped with IRA process/information, Renew Cert/IRA Cert to higher rate, Confirm delivery time for Renewal Notice, Backdate Cert/IRA Cert on weekend, Backdate movement of IRA funds to cert on weekend, Advise member to seed competent tax advice, Meet Adherence Goal % for the day, Confirm rates for member with rate disclosure, Place PBM Instructions for Cert/IRA cert and notate, GEM ES Recurring Transfers, Open Certificate using SpeedPay, Add 25 yr member award to certificate, Open SaveFirst Certificate and GEM Certificate Renewal.
CERTIFICATES BINGO!!! | MSR Bingo | Member Services | MSR Bingo | WREA
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