Product Rep a Withdrawal Transfer to Onboarding Voiance (language line) call Product Rep a Distribution Add a Security Question Caller "Where is my money?" Replacement Check/ ACH Death Claim Required Minimum Distribution "RMD" Product Rep a Loan Email 1099R Loan Payoff Masterfile Balance over $100,000 Rep "Do You Know Your Options?" Address Update Cannot verify caller Email Statement Call Helpline Transfer to Principal Connection 59 1/2 Withdrawal Breach of Security Useform Divorce "QDRO" Password Reset Hardship Withdrawal Compliment Call Investment Transfer Deferral Increase Rollover Withdrawal Product Rep a Withdrawal Transfer to Onboarding Voiance (language line) call Product Rep a Distribution Add a Security Question Caller "Where is my money?" Replacement Check/ ACH Death Claim Required Minimum Distribution "RMD" Product Rep a Loan Email 1099R Loan Payoff Masterfile Balance over $100,000 Rep "Do You Know Your Options?" Address Update Cannot verify caller Email Statement Call Helpline Transfer to Principal Connection 59 1/2 Withdrawal Breach of Security Useform Divorce "QDRO" Password Reset Hardship Withdrawal Compliment Call Investment Transfer Deferral Increase Rollover Withdrawal
(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.
Product Rep a Withdrawal
Transfer to Onboarding
Voiance (language line) call
Product Rep a Distribution
Add a Security Question
Caller
"Where is my money?"
Replacement Check/ ACH
Death Claim
Required Minimum Distribution
"RMD"
Product Rep a Loan
Email 1099R
Loan Payoff
Masterfile
Balance over $100,000
Rep "Do You Know Your Options?"
Address Update
Cannot verify caller
Email Statement
Call Helpline
Transfer to Principal Connection
59 1/2 Withdrawal
Breach of Security Useform
Divorce
"QDRO"
Password Reset
Hardship Withdrawal
Compliment Call
Investment Transfer
Deferral Increase
Rollover Withdrawal