WantshigherincomeSet upinvestmentapptAsksAbout CDRatesComplainsabouttaxesAppt toreviewretirementWorriedaboutlivingcostsAsks aboutMutualFunds orinvestments$50K+inSavingsSet upinvestmentapptAsksabout CDratesSet upLTIapptSet upinvestmentappt401K/IRARolloverAsksabout CDratesNewResidentof areaIRA CDcontributionRefers tootherbank ratesNewBankCustomerInheritedmoneyRetirementplanquestions401K/IRARollover$50K+inSavingsSellingpropertyorbusinessContributionor new IRAinquiryWantshigherincomeSet upinvestmentapptAsksAbout CDRatesComplainsabouttaxesAppt toreviewretirementWorriedaboutlivingcostsAsks aboutMutualFunds orinvestments$50K+inSavingsSet upinvestmentapptAsksabout CDratesSet upLTIapptSet upinvestmentappt401K/IRARolloverAsksabout CDratesNewResidentof areaIRA CDcontributionRefers tootherbank ratesNewBankCustomerInheritedmoneyRetirementplanquestions401K/IRARollover$50K+inSavingsSellingpropertyorbusinessContributionor new IRAinquiry

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