ProductRep aWithdrawalTransfer toOnboardingVoiance(languageline) callProductRep aDistributionAdd aSecurityQuestionCaller"Where ismymoney?"ReplacementCheck/ ACHDeathClaimRequiredMinimumDistribution"RMD"ProductRep aLoanEmail1099RLoanPayoffMasterfileBalanceover$100,000Rep "DoYou KnowYourOptions?"AddressUpdateCannotverifycallerEmailStatementCallHelplineTransfer toPrincipalConnection59 1/2WithdrawalBreach ofSecurityUseformDivorce"QDRO"PasswordResetHardshipWithdrawalComplimentCallInvestmentTransferDeferralIncreaseRolloverWithdrawalProductRep aWithdrawalTransfer toOnboardingVoiance(languageline) callProductRep aDistributionAdd aSecurityQuestionCaller"Where ismymoney?"ReplacementCheck/ ACHDeathClaimRequiredMinimumDistribution"RMD"ProductRep aLoanEmail1099RLoanPayoffMasterfileBalanceover$100,000Rep "DoYou KnowYourOptions?"AddressUpdateCannotverifycallerEmailStatementCallHelplineTransfer toPrincipalConnection59 1/2WithdrawalBreach ofSecurityUseformDivorce"QDRO"PasswordResetHardshipWithdrawalComplimentCallInvestmentTransferDeferralIncreaseRolloverWithdrawal

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