This bingo card has a free space and 24 words: Process an RMD via Check OR EFT, Process a ROE, Answer 45+ calls in a day, Have an average hold % of 35% or less, Have an average hold time of 2 minutes or less, Assist an office in money movement to a DAF (can be a case creation or helping an office in ICP), Help send an IRA One Time via DocuSign, Help fill out/send an AMA or standing payment form, Take a picture of you enjoying a delicious bagel in the office, Process an RMD via a journal, Have a case load of 5 or less by end of day, Help assist at least 2 house accounts in a day, Receive a call on something that is past its deadline (LOL), Submit a shine on award for someone who deserves it, Submit a raving fan, Have an average ACW < 1 Minute, Learn something new about one of your co-workers, Assist office in updating an RMD plan, Reach out to a coworker to wish Happy Holidays, Either open/edit an account in Digital Onboarding, Set up a periodic plan within a Retirment account, Set up a Periodic plan in a non Retirment account, Help process an in kind Journal and Reach out to Shane and tell him what an amazing job he did on this (Lol).
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