Asksabout CDratesSet upLTIapptAsks aboutMutualFunds orinvestmentsRefers tootherbank ratesAsksAbout CDRatesComplainsabouttaxesInheritedmoneyNewBankCustomerNewResidentof areaSet upinvestmentapptSellingpropertyorbusinessSet upinvestmentapptContributionor new IRAinquiry401K/IRARolloverIRA CDcontribution$50K+inSavingsAsksabout CDratesSet upinvestmentapptRetirementplanquestionsWorriedaboutlivingcostsWantshigherincome$50K+inSavings401K/IRARolloverAppt toreviewretirementAsksabout CDratesSet upLTIapptAsks aboutMutualFunds orinvestmentsRefers tootherbank ratesAsksAbout CDRatesComplainsabouttaxesInheritedmoneyNewBankCustomerNewResidentof areaSet upinvestmentapptSellingpropertyorbusinessSet upinvestmentapptContributionor new IRAinquiry401K/IRARolloverIRA CDcontribution$50K+inSavingsAsksabout CDratesSet upinvestmentapptRetirementplanquestionsWorriedaboutlivingcostsWantshigherincome$50K+inSavings401K/IRARolloverAppt toreviewretirement

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