CannotverifycallerPasswordResetProductRep aWithdrawalHardshipWithdrawalDivorce"QDRO"ComplimentCallCallHelplineLoanPayoffRequiredMinimumDistribution"RMD"InvestmentTransferMasterfileProductRep aDistributionEmail1099RVoiance(languageline) callEmailStatementTransfer toPrincipalConnectionReplacementCheck/ ACHDeferralIncreaseDeathClaimBreach ofSecurityUseformRep "DoYou KnowYourOptions?"59 1/2WithdrawalProductRep aLoanRolloverWithdrawalAdd aSecurityQuestionAddressUpdateCaller"Where ismymoney?"Balanceover$100,000Transfer toOnboardingCannotverifycallerPasswordResetProductRep aWithdrawalHardshipWithdrawalDivorce"QDRO"ComplimentCallCallHelplineLoanPayoffRequiredMinimumDistribution"RMD"InvestmentTransferMasterfileProductRep aDistributionEmail1099RVoiance(languageline) callEmailStatementTransfer toPrincipalConnectionReplacementCheck/ ACHDeferralIncreaseDeathClaimBreach ofSecurityUseformRep "DoYou KnowYourOptions?"59 1/2WithdrawalProductRep aLoanRolloverWithdrawalAdd aSecurityQuestionAddressUpdateCaller"Where ismymoney?"Balanceover$100,000Transfer toOnboarding

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