DiscussBeneinformationDiscussBill PayFeatureConfirmaddress ifnot updatedin whileGo extramile withAddresschangeGet Phone# atbeginningof callDiscussHidingClosedaccountsSet upAutomaticInvestPlanDiscussRMDDiscussDebitCardShow clientcash availfeature onFid.comEnrollclient inMyVoiceUpdatePhone #when noton filePasswordResetHelpSetupan AlertDiscusscheckwritingSetupEFTonlineDiscussadvantageof CMAGive aquoteUpdatePWS inSalesforceSet UpPWSPlanSetupBank WireonlineProcess a529DistributionWalkthroughonlinetradeDiscussmobilecheckdepositDiscussBeneinformationDiscussBill PayFeatureConfirmaddress ifnot updatedin whileGo extramile withAddresschangeGet Phone# atbeginningof callDiscussHidingClosedaccountsSet upAutomaticInvestPlanDiscussRMDDiscussDebitCardShow clientcash availfeature onFid.comEnrollclient inMyVoiceUpdatePhone #when noton filePasswordResetHelpSetupan AlertDiscusscheckwritingSetupEFTonlineDiscussadvantageof CMAGive aquoteUpdatePWS inSalesforceSet UpPWSPlanSetupBank WireonlineProcess a529DistributionWalkthroughonlinetradeDiscussmobilecheckdeposit

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