ProductRep aLoanAddressUpdateBalanceover$100,000Caller"Where ismymoney?"DeathClaimInvestmentTransferRolloverWithdrawalCannotverifycallerComplimentCallPasswordResetCallHelplineMasterfileReplacementCheck/ ACHEmail1099RProductRep aWithdrawalLoanPayoffProductRep aDistributionBreach ofSecurityUseformVoiance(languageline) callEmailStatement59 1/2WithdrawalRep "DoYou KnowYourOptions?"RequiredMinimumDistribution"RMD"DeferralIncreaseAdd aSecurityQuestionTransfer toPrincipalConnectionTransfer toOnboardingDivorce"QDRO"HardshipWithdrawalProductRep aLoanAddressUpdateBalanceover$100,000Caller"Where ismymoney?"DeathClaimInvestmentTransferRolloverWithdrawalCannotverifycallerComplimentCallPasswordResetCallHelplineMasterfileReplacementCheck/ ACHEmail1099RProductRep aWithdrawalLoanPayoffProductRep aDistributionBreach ofSecurityUseformVoiance(languageline) callEmailStatement59 1/2WithdrawalRep "DoYou KnowYourOptions?"RequiredMinimumDistribution"RMD"DeferralIncreaseAdd aSecurityQuestionTransfer toPrincipalConnectionTransfer toOnboardingDivorce"QDRO"HardshipWithdrawal

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