Contributionor new IRAinquirySet upinvestmentappt$50K+inSavingsNewBankCustomerWantshigherincomeAsksabout CDratesSet upLTIapptRetirementplanquestionsRefers tootherbank ratesInheritedmoneyNewResidentof areaComplainsabouttaxesAsksabout CDrates401K/IRARolloverAsksAbout CDRatesSet upinvestmentapptSet upinvestmentapptSellingpropertyorbusinessAsks aboutMutualFunds orinvestments401K/IRARollover$50K+inSavingsAppt toreviewretirementWorriedaboutlivingcostsIRA CDcontributionContributionor new IRAinquirySet upinvestmentappt$50K+inSavingsNewBankCustomerWantshigherincomeAsksabout CDratesSet upLTIapptRetirementplanquestionsRefers tootherbank ratesInheritedmoneyNewResidentof areaComplainsabouttaxesAsksabout CDrates401K/IRARolloverAsksAbout CDRatesSet upinvestmentapptSet upinvestmentapptSellingpropertyorbusinessAsks aboutMutualFunds orinvestments401K/IRARollover$50K+inSavingsAppt toreviewretirementWorriedaboutlivingcostsIRA CDcontribution

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