Get Phone# atbeginningof callConfirmaddress ifnot updatedin whileProcess a529DistributionDiscussBeneinformationDiscussRMDGive aquoteWalkthroughonlinetradeDiscussBill PayFeatureSetupEFTonlineSet upAutomaticInvestPlanDiscussHidingClosedaccountsDiscussDebitCardUpdatePWS inSalesforceSet UpPWSPlanShow clientcash availfeature onFid.comEnrollclient inMyVoicePasswordResetDiscussmobilecheckdepositDiscussadvantageof CMAHelpSetupan AlertGo extramile withAddresschangeUpdatePhone #when noton fileSetupBank WireonlineDiscusscheckwritingGet Phone# atbeginningof callConfirmaddress ifnot updatedin whileProcess a529DistributionDiscussBeneinformationDiscussRMDGive aquoteWalkthroughonlinetradeDiscussBill PayFeatureSetupEFTonlineSet upAutomaticInvestPlanDiscussHidingClosedaccountsDiscussDebitCardUpdatePWS inSalesforceSet UpPWSPlanShow clientcash availfeature onFid.comEnrollclient inMyVoicePasswordResetDiscussmobilecheckdepositDiscussadvantageof CMAHelpSetupan AlertGo extramile withAddresschangeUpdatePhone #when noton fileSetupBank WireonlineDiscusscheckwriting

Going the Extra Mile - 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. Get Phone # at beginning of call
  2. Confirm address if not updated in while
  3. Process a 529 Distribution
  4. Discuss Bene information
  5. Discuss RMD
  6. Give a quote
  7. Walk through online trade
  8. Discuss Bill Pay Feature
  9. Setup EFT online
  10. Set up Automatic Invest Plan
  11. Discuss Hiding Closed accounts
  12. Discuss Debit Card
  13. Update PWS in Salesforce
  14. Set Up PWS Plan
  15. Show client cash avail feature on Fid.com
  16. Enroll client in MyVoice
  17. Password Reset
  18. Discuss mobile check deposit
  19. Discuss advantage of CMA
  20. Help Setup an Alert
  21. Go extra mile with Address change
  22. Update Phone # when not on file
  23. Setup Bank Wire online
  24. Discuss check writing