Purchasedyour ownpresentthis yearSing a linefrom yourleast favoriteChristmassongBring uptheirAnnualRMDTell someoneyour favoriteHolidayTraditionAsk "How dowe compareto your otherbrokeragefirms?"Sign acustomerup for E-DeliveryShare aNew YearsresolutionsuccessSomeonementions"Festivus"Help acustomermake acharitablecontributionBring up atool fromATP as a"Plus One"Talk to acustomerfrom NYfind out acustomersfavoriteholidaytraditionBring uptheirAnnualRMDShare/listen to anElf on theShelf storyShow acustomerFid.comTaxCenterTalk with acustomer ourour "Zero"offeringsTell someoneyour favoriteholiday movieMention taxlossharvesting toa customerChange anaddress andask whythey movedShow acustomer ourTaxResourcesfrom Fid.comCheckRedbrickHealth foryour discountpointsTell acustomer"HappyHolidays"Quote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring up"time torebalance"with acustomerUse theword"Twas" ona callSend anarticle fromFid.com toa customerShare afunny holidaystory aboutyour in-lawsTell acustomer"HappyHolidays"Ask whatcan Fidelitybe doingfor themShare a NewYearsresolutionthat youfailed withBring upyear endguidanceconversationTalk to acustomerfrom CASend a"thankyou" noteto a peerPurchasedyour ownpresentthis yearSing a linefrom yourleast favoriteChristmassongBring uptheirAnnualRMDTell someoneyour favoriteHolidayTraditionAsk "How dowe compareto your otherbrokeragefirms?"Sign acustomerup for E-DeliveryShare aNew YearsresolutionsuccessSomeonementions"Festivus"Help acustomermake acharitablecontributionBring up atool fromATP as a"Plus One"Talk to acustomerfrom NYfind out acustomersfavoriteholidaytraditionBring uptheirAnnualRMDShare/listen to anElf on theShelf storyShow acustomerFid.comTaxCenterTalk with acustomer ourour "Zero"offeringsTell someoneyour favoriteholiday movieMention taxlossharvesting toa customerChange anaddress andask whythey movedShow acustomer ourTaxResourcesfrom Fid.comCheckRedbrickHealth foryour discountpointsTell acustomer"HappyHolidays"Quote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring up"time torebalance"with acustomerUse theword"Twas" ona callSend anarticle fromFid.com toa customerShare afunny holidaystory aboutyour in-lawsTell acustomer"HappyHolidays"Ask whatcan Fidelitybe doingfor themShare a NewYearsresolutionthat youfailed withBring upyear endguidanceconversationTalk to acustomerfrom CASend a"thankyou" noteto a peer

Holiday Bingo - 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. Purchased your own present this year
  2. Sing a line from your least favorite Christmas song
  3. Bring up their Annual RMD
  4. Tell someone your favorite Holiday Tradition
  5. Ask "How do we compare to your other brokerage firms?"
  6. Sign a customer up for E-Delivery
  7. Share a New Years resolution success
  8. Someone mentions "Festivus"
  9. Help a customer make a charitable contribution
  10. Bring up a tool from ATP as a "Plus One"
  11. Talk to a customer from NY
  12. find out a customers favorite holiday tradition
  13. Bring up their Annual RMD
  14. Share/ listen to an Elf on the Shelf story
  15. Show a customer Fid.com Tax Center
  16. Talk with a customer our our "Zero" offerings
  17. Tell someone your favorite holiday movie
  18. Mention tax loss harvesting to a customer
  19. Change an address and ask why they moved
  20. Show a customer our Tax Resources from Fid.com
  21. Check Redbrick Health for your discount points
  22. Tell a customer "Happy Holidays"
  23. Quote your favorite holiday movie until somebody figures out what it is
  24. Bring up "time to rebalance" with a customer
  25. Use the word "Twas" on a call
  26. Send an article from Fid.com to a customer
  27. Share a funny holiday story about your in-laws
  28. Tell a customer "Happy Holidays"
  29. Ask what can Fidelity be doing for them
  30. Share a New Years resolution that you failed with
  31. Bring up year end guidance conversation
  32. Talk to a customer from CA
  33. Send a "thank you" note to a peer