LoanPayoffVoiance(languageline) callProductRep aDistributionCannotverifycallerRep "DoYou KnowYourOptions?"EmailStatementProductRep aLoanRolloverWithdrawalRequiredMinimumDistribution"RMD"AddressUpdateComplimentCallProductRep aWithdrawalTransfer toOnboardingCallHelplineBreach ofSecurityUseformDeferralIncreaseAdd aSecurityQuestionDivorce"QDRO"PasswordResetInvestmentTransferDeathClaimTransfer toPrincipalConnectionHardshipWithdrawal59 1/2WithdrawalReplacementCheck/ ACHCaller"Where ismymoney?"Balanceover$100,000Email1099RMasterfileLoanPayoffVoiance(languageline) callProductRep aDistributionCannotverifycallerRep "DoYou KnowYourOptions?"EmailStatementProductRep aLoanRolloverWithdrawalRequiredMinimumDistribution"RMD"AddressUpdateComplimentCallProductRep aWithdrawalTransfer toOnboardingCallHelplineBreach ofSecurityUseformDeferralIncreaseAdd aSecurityQuestionDivorce"QDRO"PasswordResetInvestmentTransferDeathClaimTransfer toPrincipalConnectionHardshipWithdrawal59 1/2WithdrawalReplacementCheck/ ACHCaller"Where ismymoney?"Balanceover$100,000Email1099RMasterfile

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