Bring uptheirAnnualRMDPurchasedyour ownpresentthis yearBring upyear endguidanceconversationBring up atool fromATP as a"Plus One"Tell acustomer"HappyHolidays"Sign acustomerup for E-DeliveryAsk "How dowe compareto your otherbrokeragefirms?"find out acustomersfavoriteholidaytraditionShow acustomer ourTaxResourcesfrom Fid.comAsk whatFidelity canbe doingfor themBring up"time torebalance"with acustomerBring uptheirAnnualRMDSomeonementions"Festivus"Tell someoneyour favoriteHolidayTraditionShow acustomerFid.comTaxCenterSing a linefrom yourleast favoriteChristmassongHelp acustomermake acharitablecontributionShare/listen to anElf on theShelf storyShare aholidayfood horrorstoryChange anaddress andask whythey movedCheckRedbrickHealth foryour discountpointsShare aNew YearsresolutionsuccessTell acustomer"HappyHolidays"Quote yourfavorite holidaymovie untilsomebodyfigures out whatit isTalk to acustomerfrom NYSend a"thankyou" noteto a peerShare a NewYearsresolutionthat youfailed withMention taxlossharvesting toa customerTalk with acustomerabout our"Zero"offeringsShare afunny holidaystory aboutyour in-lawsTalk to acustomerfrom CAUse theword"Twas" ona callSend anarticle fromFid.com toa customerBring uptheirAnnualRMDPurchasedyour ownpresentthis yearBring upyear endguidanceconversationBring up atool fromATP as a"Plus One"Tell acustomer"HappyHolidays"Sign acustomerup for E-DeliveryAsk "How dowe compareto your otherbrokeragefirms?"find out acustomersfavoriteholidaytraditionShow acustomer ourTaxResourcesfrom Fid.comAsk whatFidelity canbe doingfor themBring up"time torebalance"with acustomerBring uptheirAnnualRMDSomeonementions"Festivus"Tell someoneyour favoriteHolidayTraditionShow acustomerFid.comTaxCenterSing a linefrom yourleast favoriteChristmassongHelp acustomermake acharitablecontributionShare/listen to anElf on theShelf storyShare aholidayfood horrorstoryChange anaddress andask whythey movedCheckRedbrickHealth foryour discountpointsShare aNew YearsresolutionsuccessTell acustomer"HappyHolidays"Quote yourfavorite holidaymovie untilsomebodyfigures out whatit isTalk to acustomerfrom NYSend a"thankyou" noteto a peerShare a NewYearsresolutionthat youfailed withMention taxlossharvesting toa customerTalk with acustomerabout our"Zero"offeringsShare afunny holidaystory aboutyour in-lawsTalk to acustomerfrom CAUse theword"Twas" ona callSend anarticle fromFid.com toa customer

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