CallHelplineBalanceover$100,000MasterfileEmailStatementTransfer toPrincipalConnectionPasswordResetReplacementCheck/ ACHTransfer toOnboardingCannotverifycallerAdd aSecurityQuestionProductRep aWithdrawalProductRep aLoanRequiredMinimumDistribution"RMD"DeathClaimVoiance(languageline) callCaller"Where ismymoney?"Breach ofSecurityUseformRep "DoYou KnowYourOptions?"DeferralIncreaseInvestmentTransferHardshipWithdrawalComplimentCallEmail1099RProductRep aDistributionRolloverWithdrawal59 1/2WithdrawalLoanPayoffDivorce"QDRO"AddressUpdateCallHelplineBalanceover$100,000MasterfileEmailStatementTransfer toPrincipalConnectionPasswordResetReplacementCheck/ ACHTransfer toOnboardingCannotverifycallerAdd aSecurityQuestionProductRep aWithdrawalProductRep aLoanRequiredMinimumDistribution"RMD"DeathClaimVoiance(languageline) callCaller"Where ismymoney?"Breach ofSecurityUseformRep "DoYou KnowYourOptions?"DeferralIncreaseInvestmentTransferHardshipWithdrawalComplimentCallEmail1099RProductRep aDistributionRolloverWithdrawal59 1/2WithdrawalLoanPayoffDivorce"QDRO"AddressUpdate

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