Balance over $100,000 Breach of Security Useform Product Rep a Loan Voiance (language line) call Masterfile Add a Security Question Call Helpline Divorce "QDRO" Email Statement Product Rep a Withdrawal Compliment Call Required Minimum Distribution "RMD" Replacement Check/ ACH Loan Payoff Rep "Do You Know Your Options?" Deferral Increase Investment Transfer Caller "Where is my money?" Address Update Rollover Withdrawal Cannot verify caller Death Claim Product Rep a Distribution Hardship Withdrawal Transfer to Principal Connection Password Reset Email 1099R 59 1/2 Withdrawal Transfer to Onboarding Balance over $100,000 Breach of Security Useform Product Rep a Loan Voiance (language line) call Masterfile Add a Security Question Call Helpline Divorce "QDRO" Email Statement Product Rep a Withdrawal Compliment Call Required Minimum Distribution "RMD" Replacement Check/ ACH Loan Payoff Rep "Do You Know Your Options?" Deferral Increase Investment Transfer Caller "Where is my money?" Address Update Rollover Withdrawal Cannot verify caller Death Claim Product Rep a Distribution Hardship Withdrawal Transfer to Principal Connection Password Reset Email 1099R 59 1/2 Withdrawal Transfer to Onboarding
(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.
Balance over $100,000
Breach of Security Useform
Product Rep a Loan
Voiance (language line) call
Masterfile
Add a Security Question
Call Helpline
Divorce
"QDRO"
Email Statement
Product Rep a Withdrawal
Compliment Call
Required Minimum Distribution
"RMD"
Replacement Check/ ACH
Loan Payoff
Rep "Do You Know Your Options?"
Deferral Increase
Investment Transfer
Caller
"Where is my money?"
Address Update
Rollover Withdrawal
Cannot verify caller
Death Claim
Product Rep a Distribution
Hardship Withdrawal
Transfer to Principal Connection
Password Reset
Email 1099R
59 1/2 Withdrawal
Transfer to Onboarding