Rep "DoYou KnowYourOptions?"EmailStatementDivorce"QDRO"CallHelplineDeferralIncreaseMasterfileComplimentCallBreach ofSecurityUseformReplacementCheck/ ACH59 1/2WithdrawalHardshipWithdrawalCannotverifycallerTransfer toPrincipalConnectionPasswordResetVoiance(languageline) callLoanPayoffAdd aSecurityQuestionInvestmentTransferAddressUpdateProductRep aWithdrawalRequiredMinimumDistribution"RMD"Transfer toOnboardingCaller"Where ismymoney?"Email1099RRolloverWithdrawalProductRep aLoanBalanceover$100,000DeathClaimProductRep aDistributionRep "DoYou KnowYourOptions?"EmailStatementDivorce"QDRO"CallHelplineDeferralIncreaseMasterfileComplimentCallBreach ofSecurityUseformReplacementCheck/ ACH59 1/2WithdrawalHardshipWithdrawalCannotverifycallerTransfer toPrincipalConnectionPasswordResetVoiance(languageline) callLoanPayoffAdd aSecurityQuestionInvestmentTransferAddressUpdateProductRep aWithdrawalRequiredMinimumDistribution"RMD"Transfer toOnboardingCaller"Where ismymoney?"Email1099RRolloverWithdrawalProductRep aLoanBalanceover$100,000DeathClaimProductRep aDistribution

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