Someonewhoseplans gotrained outNon-memberconversationleading toaccountopeningFinancialWellnessAppointment/ConnectionSomeonewho sharesa fishingstoryLog a dailyfollow upafter avehicleconversationEarning amembermore ontheir moneySomeonewho has/istaking a 12hour roadtripShow amember cardcontrol in themobile app iftravelingSomeonewhoseflight wasdelayedFind outsomeone'sfavoriteanimal at thezooClearFutureConnectionLet memberknow about3% cashback ontravelLet memberknow about5% cashback on gasLog a dailyfollow up aftera conversationabout homeplansGet a responseto "What wouldmake thebiggest impactfor you today"Someone whohas at least onekid in multiplesummeractivitiesLog a dailyfollow up tocheck in aftera member'svacationYouth &CollegeConnectionSomeonewho went toa TincapsgameClose apersonalloan/Personal loanconnectionSomeonewho wentmore than6000 feet inelevationSomeonewho wentto afestivalAsk for amember'sfinancialwellnessgradeClose anauto loan/Auto loanconnectionSomeonewho went/isgoing to anoceanSomeonewho went toa 3RiverssponsoredeventHelp amemberwith debitcard fraudSomeone whomentions whatcampgroundthey're stayingatSomeonewho has/istravelingmore than500 milesClose acredit card/Credit cardconnectionSomeonewho made acommentaboutsunburnMortgageConnectionLog 2 dailyfollow upsand aconnection inthe same dayHelpmemberplace travelalert on theircardSomeonewho has/isrenting acarSomeonewhoseplans gotrained outNon-memberconversationleading toaccountopeningFinancialWellnessAppointment/ConnectionSomeonewho sharesa fishingstoryLog a dailyfollow upafter avehicleconversationEarning amembermore ontheir moneySomeonewho has/istaking a 12hour roadtripShow amember cardcontrol in themobile app iftravelingSomeonewhoseflight wasdelayedFind outsomeone'sfavoriteanimal at thezooClearFutureConnectionLet memberknow about3% cashback ontravelLet memberknow about5% cashback on gasLog a dailyfollow up aftera conversationabout homeplansGet a responseto "What wouldmake thebiggest impactfor you today"Someone whohas at least onekid in multiplesummeractivitiesLog a dailyfollow up tocheck in aftera member'svacationYouth &CollegeConnectionSomeonewho went toa TincapsgameClose apersonalloan/Personal loanconnectionSomeonewho wentmore than6000 feet inelevationSomeonewho wentto afestivalAsk for amember'sfinancialwellnessgradeClose anauto loan/Auto loanconnectionSomeonewho went/isgoing to anoceanSomeonewho went toa 3RiverssponsoredeventHelp amemberwith debitcard fraudSomeone whomentions whatcampgroundthey're stayingatSomeonewho has/istravelingmore than500 milesClose acredit card/Credit cardconnectionSomeonewho made acommentaboutsunburnMortgageConnectionLog 2 dailyfollow upsand aconnection inthe same dayHelpmemberplace travelalert on theircardSomeonewho has/isrenting acar

Summer Plans 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. Someone whose plans got rained out
  2. Non-member conversation leading to account opening
  3. Financial Wellness Appointment/ Connection
  4. Someone who shares a fishing story
  5. Log a daily follow up after a vehicle conversation
  6. Earning a member more on their money
  7. Someone who has/is taking a 12 hour road trip
  8. Show a member card control in the mobile app if traveling
  9. Someone whose flight was delayed
  10. Find out someone's favorite animal at the zoo
  11. ClearFuture Connection
  12. Let member know about 3% cash back on travel
  13. Let member know about 5% cash back on gas
  14. Log a daily follow up after a conversation about home plans
  15. Get a response to "What would make the biggest impact for you today"
  16. Someone who has at least one kid in multiple summer activities
  17. Log a daily follow up to check in after a member's vacation
  18. Youth & College Connection
  19. Someone who went to a Tincaps game
  20. Close a personal loan/ Personal loan connection
  21. Someone who went more than 6000 feet in elevation
  22. Someone who went to a festival
  23. Ask for a member's financial wellness grade
  24. Close an auto loan/ Auto loan connection
  25. Someone who went/is going to an ocean
  26. Someone who went to a 3Rivers sponsored event
  27. Help a member with debit card fraud
  28. Someone who mentions what campground they're staying at
  29. Someone who has/is traveling more than 500 miles
  30. Close a credit card/ Credit card connection
  31. Someone who made a comment about sunburn
  32. Mortgage Connection
  33. Log 2 daily follow ups and a connection in the same day
  34. Help member place travel alert on their card
  35. Someone who has/is renting a car