Set upLTIappt$50K+inSavingsSet upinvestmentapptRetirementplanquestionsSet upinvestmentapptAsks aboutMutualFunds orinvestments401K/IRARolloverRefers tootherbank ratesAsksAbout CDRatesComplainsabouttaxesWantshigherincome401K/IRARolloverWorriedaboutlivingcostsInheritedmoneyAsksabout CDratesSellingpropertyorbusinessNewBankCustomerContributionor new IRAinquiryNewResidentof area$50K+inSavingsAppt toreviewretirementIRA CDcontributionSet upinvestmentapptAsksabout CDratesSet upLTIappt$50K+inSavingsSet upinvestmentapptRetirementplanquestionsSet upinvestmentapptAsks aboutMutualFunds orinvestments401K/IRARolloverRefers tootherbank ratesAsksAbout CDRatesComplainsabouttaxesWantshigherincome401K/IRARolloverWorriedaboutlivingcostsInheritedmoneyAsksabout CDratesSellingpropertyorbusinessNewBankCustomerContributionor new IRAinquiryNewResidentof area$50K+inSavingsAppt toreviewretirementIRA CDcontributionSet upinvestmentapptAsksabout CDrates

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