Go extramile withAddresschangeGive aquoteUpdatePWS inSalesforceSetupBank WireonlineSet upAutomaticInvestPlanDiscussRMDDiscussadvantageof CMADiscusscheckwritingShow clientcash availfeature onFid.comSet UpPWSPlanSetupEFTonlineEnrollclient inMyVoiceGet Phone# atbeginningof callHelpSetupan AlertDiscussDebitCardDiscussBill PayFeatureUpdatePhone #when noton fileDiscussHidingClosedaccountsConfirmaddress ifnot updatedin whileProcess a529DistributionPasswordResetDiscussBeneinformationDiscussmobilecheckdepositWalkthroughonlinetradeGo extramile withAddresschangeGive aquoteUpdatePWS inSalesforceSetupBank WireonlineSet upAutomaticInvestPlanDiscussRMDDiscussadvantageof CMADiscusscheckwritingShow clientcash availfeature onFid.comSet UpPWSPlanSetupEFTonlineEnrollclient inMyVoiceGet Phone# atbeginningof callHelpSetupan AlertDiscussDebitCardDiscussBill PayFeatureUpdatePhone #when noton fileDiscussHidingClosedaccountsConfirmaddress ifnot updatedin whileProcess a529DistributionPasswordResetDiscussBeneinformationDiscussmobilecheckdepositWalkthroughonlinetrade

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