InvestmentTransferAdd aSecurityQuestionEmailStatementDeferralIncreaseComplimentCallProductRep aDistributionPasswordResetProductRep aLoanCannotverifycallerTransfer toPrincipalConnectionRolloverWithdrawalRep "DoYou KnowYourOptions?"HardshipWithdrawalCallHelplineRequiredMinimumDistribution"RMD"Caller"Where ismymoney?"DeathClaimMasterfileEmail1099RVoiance(languageline) call59 1/2WithdrawalAddressUpdateProductRep aWithdrawalLoanPayoffReplacementCheck/ ACHBalanceover$100,000Breach ofSecurityUseformDivorce"QDRO"Transfer toOnboardingInvestmentTransferAdd aSecurityQuestionEmailStatementDeferralIncreaseComplimentCallProductRep aDistributionPasswordResetProductRep aLoanCannotverifycallerTransfer toPrincipalConnectionRolloverWithdrawalRep "DoYou KnowYourOptions?"HardshipWithdrawalCallHelplineRequiredMinimumDistribution"RMD"Caller"Where ismymoney?"DeathClaimMasterfileEmail1099RVoiance(languageline) call59 1/2WithdrawalAddressUpdateProductRep aWithdrawalLoanPayoffReplacementCheck/ ACHBalanceover$100,000Breach ofSecurityUseformDivorce"QDRO"Transfer toOnboarding

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