DeathClaimDeferralIncreaseAddressUpdateMasterfileLoanPayoffComplimentCallRequiredMinimumDistribution"RMD"Caller"Where ismymoney?"Breach ofSecurityUseformHardshipWithdrawalCallHelplineRolloverWithdrawalInvestmentTransferPasswordResetProductRep aDistributionProductRep aWithdrawalVoiance(languageline) callEmail1099RTransfer toOnboardingDivorce"QDRO"ReplacementCheck/ ACH59 1/2WithdrawalEmailStatementCannotverifycallerRep "DoYou KnowYourOptions?"Add aSecurityQuestionBalanceover$100,000Transfer toPrincipalConnectionProductRep aLoanDeathClaimDeferralIncreaseAddressUpdateMasterfileLoanPayoffComplimentCallRequiredMinimumDistribution"RMD"Caller"Where ismymoney?"Breach ofSecurityUseformHardshipWithdrawalCallHelplineRolloverWithdrawalInvestmentTransferPasswordResetProductRep aDistributionProductRep aWithdrawalVoiance(languageline) callEmail1099RTransfer toOnboardingDivorce"QDRO"ReplacementCheck/ ACH59 1/2WithdrawalEmailStatementCannotverifycallerRep "DoYou KnowYourOptions?"Add aSecurityQuestionBalanceover$100,000Transfer toPrincipalConnectionProductRep aLoan

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.


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