Asks aboutMutualFunds orinvestmentsWantshigherincomeAsksAbout CDRatesRefers tootherbank rates401K/IRARolloverWorriedaboutlivingcosts401K/IRARolloverAsksabout CDrates$50K+inSavingsContributionor new IRAinquiryAsksabout CDratesSet upinvestmentapptInheritedmoneySet upinvestmentapptIRA CDcontributionSet upLTIapptAppt toreviewretirementSellingpropertyorbusinessSet upinvestmentapptRetirementplanquestions$50K+inSavingsNewResidentof areaComplainsabouttaxesNewBankCustomerAsks aboutMutualFunds orinvestmentsWantshigherincomeAsksAbout CDRatesRefers tootherbank rates401K/IRARolloverWorriedaboutlivingcosts401K/IRARolloverAsksabout CDrates$50K+inSavingsContributionor new IRAinquiryAsksabout CDratesSet upinvestmentapptInheritedmoneySet upinvestmentapptIRA CDcontributionSet upLTIapptAppt toreviewretirementSellingpropertyorbusinessSet upinvestmentapptRetirementplanquestions$50K+inSavingsNewResidentof areaComplainsabouttaxesNewBankCustomer

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