RetirementplanquestionsAsks aboutMutualFunds orinvestmentsComplainsabouttaxesSellingpropertyorbusinessSet upinvestmentappt$50K+inSavingsInheritedmoneyIRA CDcontribution$50K+inSavingsRefers tootherbank ratesAsksabout CDrates401K/IRARolloverNewBankCustomerAsksabout CDratesContributionor new IRAinquirySet upinvestmentappt401K/IRARolloverWantshigherincomeSet upinvestmentapptAppt toreviewretirementWorriedaboutlivingcostsAsksAbout CDRatesNewResidentof areaSet upLTIapptRetirementplanquestionsAsks aboutMutualFunds orinvestmentsComplainsabouttaxesSellingpropertyorbusinessSet upinvestmentappt$50K+inSavingsInheritedmoneyIRA CDcontribution$50K+inSavingsRefers tootherbank ratesAsksabout CDrates401K/IRARolloverNewBankCustomerAsksabout CDratesContributionor new IRAinquirySet upinvestmentappt401K/IRARolloverWantshigherincomeSet upinvestmentapptAppt toreviewretirementWorriedaboutlivingcostsAsksAbout CDRatesNewResidentof areaSet upLTIappt

Referral 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. Retirement plan questions
  2. Asks about Mutual Funds or investments
  3. Complains about taxes
  4. Selling property or business
  5. Set up investment appt
  6. $50K+ in Savings
  7. Inherited money
  8. IRA CD contribution
  9. $50K+ in Savings
  10. Refers to other bank rates
  11. Asks about CD rates
  12. 401K/IRA Rollover
  13. New Bank Customer
  14. Asks about CD rates
  15. Contribution or new IRA inquiry
  16. Set up investment appt
  17. 401K/IRA Rollover
  18. Wants higher income
  19. Set up investment appt
  20. Appt to review retirement
  21. Worried about living costs
  22. Asks About CD Rates
  23. New Resident of area
  24. Set up LTI appt