$50K+inSavingsSet upinvestmentapptNewBankCustomerIRA CDcontribution401K/IRARolloverComplainsabouttaxesRetirementplanquestionsSet upinvestmentapptInheritedmoneyAsksAbout CDRatesAsksabout CDratesAsksabout CDratesWantshigherincomeSet upLTIapptAsks aboutMutualFunds orinvestments401K/IRARolloverNewResidentof areaAppt toreviewretirement$50K+inSavingsSellingpropertyorbusinessContributionor new IRAinquirySet upinvestmentapptWorriedaboutlivingcostsRefers tootherbank rates$50K+inSavingsSet upinvestmentapptNewBankCustomerIRA CDcontribution401K/IRARolloverComplainsabouttaxesRetirementplanquestionsSet upinvestmentapptInheritedmoneyAsksAbout CDRatesAsksabout CDratesAsksabout CDratesWantshigherincomeSet upLTIapptAsks aboutMutualFunds orinvestments401K/IRARolloverNewResidentof areaAppt toreviewretirement$50K+inSavingsSellingpropertyorbusinessContributionor new IRAinquirySet upinvestmentapptWorriedaboutlivingcostsRefers tootherbank rates

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