RequiredMinimumDistribution"RMD"EmailStatementDeferralIncreaseTransfer toOnboardingCaller"Where ismymoney?"ProductRep aWithdrawalEmail1099RRep "DoYou KnowYourOptions?"InvestmentTransfer59 1/2WithdrawalAddressUpdateCannotverifycallerBalanceover$100,000ComplimentCallVoiance(languageline) callReplacementCheck/ ACHDeathClaimDivorce"QDRO"RolloverWithdrawalHardshipWithdrawalTransfer toPrincipalConnectionMasterfileAdd aSecurityQuestionProductRep aDistributionCallHelplineLoanPayoffBreach ofSecurityUseformPasswordResetProductRep aLoanRequiredMinimumDistribution"RMD"EmailStatementDeferralIncreaseTransfer toOnboardingCaller"Where ismymoney?"ProductRep aWithdrawalEmail1099RRep "DoYou KnowYourOptions?"InvestmentTransfer59 1/2WithdrawalAddressUpdateCannotverifycallerBalanceover$100,000ComplimentCallVoiance(languageline) callReplacementCheck/ ACHDeathClaimDivorce"QDRO"RolloverWithdrawalHardshipWithdrawalTransfer toPrincipalConnectionMasterfileAdd aSecurityQuestionProductRep aDistributionCallHelplineLoanPayoffBreach ofSecurityUseformPasswordResetProductRep 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.


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