Add aSecurityQuestionCannotverifycallerLoanPayoffDeathClaimTransfer toPrincipalConnectionProductRep aDistributionPasswordResetComplimentCallVoiance(languageline) callInvestmentTransferEmailStatementCallHelplineReplacementCheck/ ACHCaller"Where ismymoney?"Transfer toOnboardingProductRep aWithdrawalBalanceover$100,000RolloverWithdrawal59 1/2WithdrawalHardshipWithdrawalRequiredMinimumDistribution"RMD"DeferralIncreaseDivorce"QDRO"Email1099RProductRep aLoanBreach ofSecurityUseformAddressUpdateMasterfileRep "DoYou KnowYourOptions?"Add aSecurityQuestionCannotverifycallerLoanPayoffDeathClaimTransfer toPrincipalConnectionProductRep aDistributionPasswordResetComplimentCallVoiance(languageline) callInvestmentTransferEmailStatementCallHelplineReplacementCheck/ ACHCaller"Where ismymoney?"Transfer toOnboardingProductRep aWithdrawalBalanceover$100,000RolloverWithdrawal59 1/2WithdrawalHardshipWithdrawalRequiredMinimumDistribution"RMD"DeferralIncreaseDivorce"QDRO"Email1099RProductRep aLoanBreach ofSecurityUseformAddressUpdateMasterfileRep "DoYou KnowYourOptions?"

Service Observe Bingo - write down the name of the rep you were observing with when you get each square. - 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. Add a Security Question
  2. Cannot verify caller
  3. Loan Payoff
  4. Death Claim
  5. Transfer to Principal Connection
  6. Product Rep a Distribution
  7. Password Reset
  8. Compliment Call
  9. Voiance (language line) call
  10. Investment Transfer
  11. Email Statement
  12. Call Helpline
  13. Replacement Check/ ACH
  14. Caller "Where is my money?"
  15. Transfer to Onboarding
  16. Product Rep a Withdrawal
  17. Balance over $100,000
  18. Rollover Withdrawal
  19. 59 1/2 Withdrawal
  20. Hardship Withdrawal
  21. Required Minimum Distribution "RMD"
  22. Deferral Increase
  23. Divorce "QDRO"
  24. Email 1099R
  25. Product Rep a Loan
  26. Breach of Security Useform
  27. Address Update
  28. Masterfile
  29. Rep "Do You Know Your Options?"