ProductRep aDistributionReplacementCheck/ ACHTransfer toOnboarding59 1/2WithdrawalAddressUpdateDivorce"QDRO"CallHelplineCaller"Where ismymoney?"ProductRep aLoanComplimentCallHardshipWithdrawalVoiance(languageline) callTransfer toPrincipalConnectionProductRep aWithdrawalEmailStatementDeathClaimEmail1099RDeferralIncreaseRep "DoYou KnowYourOptions?"MasterfileBalanceover$100,000Breach ofSecurityUseformRequiredMinimumDistribution"RMD"Add aSecurityQuestionRolloverWithdrawalCannotverifycallerLoanPayoffPasswordResetInvestmentTransferProductRep aDistributionReplacementCheck/ ACHTransfer toOnboarding59 1/2WithdrawalAddressUpdateDivorce"QDRO"CallHelplineCaller"Where ismymoney?"ProductRep aLoanComplimentCallHardshipWithdrawalVoiance(languageline) callTransfer toPrincipalConnectionProductRep aWithdrawalEmailStatementDeathClaimEmail1099RDeferralIncreaseRep "DoYou KnowYourOptions?"MasterfileBalanceover$100,000Breach ofSecurityUseformRequiredMinimumDistribution"RMD"Add aSecurityQuestionRolloverWithdrawalCannotverifycallerLoanPayoffPasswordResetInvestmentTransfer

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