Email1099RInvestmentTransferRolloverWithdrawalCaller"Where ismymoney?"Transfer toOnboardingDivorce"QDRO"MasterfileCallHelplineComplimentCallProductRep aLoanRep "DoYou KnowYourOptions?"ReplacementCheck/ ACHBalanceover$100,000Voiance(languageline) callRequiredMinimumDistribution"RMD"DeathClaimLoanPayoffHardshipWithdrawalCannotverifycallerAddressUpdateDeferralIncreaseProductRep aDistributionPasswordResetTransfer toPrincipalConnectionEmailStatementBreach ofSecurityUseformProductRep aWithdrawalAdd aSecurityQuestion59 1/2WithdrawalEmail1099RInvestmentTransferRolloverWithdrawalCaller"Where ismymoney?"Transfer toOnboardingDivorce"QDRO"MasterfileCallHelplineComplimentCallProductRep aLoanRep "DoYou KnowYourOptions?"ReplacementCheck/ ACHBalanceover$100,000Voiance(languageline) callRequiredMinimumDistribution"RMD"DeathClaimLoanPayoffHardshipWithdrawalCannotverifycallerAddressUpdateDeferralIncreaseProductRep aDistributionPasswordResetTransfer toPrincipalConnectionEmailStatementBreach ofSecurityUseformProductRep aWithdrawalAdd aSecurityQuestion59 1/2Withdrawal

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