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