Explain DirectTransfer/Rolloverand email 624EducateMemberof GracePeriodBackdatemovement ofIRA funds tocert onweekendRenewCert/IRACert tohigher rateGEMCertificateRenewalEncourageBeneficiaryfor IRA andemail/send584SuccessfullycompleteIRA processin BlueZoneP2P someone whohelped with IRAprocess/informationGEMShareCertificatesConfirmrates formember withratedisclosureAdd 25 yrmemberaward tocertificateOpenCertificateusingSpeedPayOpenSaveFirstCertificateSend IRAWithdrawalInstructionsfrom EmailGeneratorAdvisemember toseedcompetenttax adviceConfirmdelivery timeforConfirmationNoticeBackdateCert/IRACert onweekendMeetAdherenceGoal % forthe dayBe withinCallTracker %Confirmdelivery timefor RenewalNoticeSet uprecurringxfer tocert/IRA certEstablish IRASavings withMemberthroughNFOAAGEM ESRecurringTransfersPlace PBMInstructionsfor Cert/IRAcert andnotateExplain DirectTransfer/Rolloverand email 624EducateMemberof GracePeriodBackdatemovement ofIRA funds tocert onweekendRenewCert/IRACert tohigher rateGEMCertificateRenewalEncourageBeneficiaryfor IRA andemail/send584SuccessfullycompleteIRA processin BlueZoneP2P someone whohelped with IRAprocess/informationGEMShareCertificatesConfirmrates formember withratedisclosureAdd 25 yrmemberaward tocertificateOpenCertificateusingSpeedPayOpenSaveFirstCertificateSend IRAWithdrawalInstructionsfrom EmailGeneratorAdvisemember toseedcompetenttax adviceConfirmdelivery timeforConfirmationNoticeBackdateCert/IRACert onweekendMeetAdherenceGoal % forthe dayBe withinCallTracker %Confirmdelivery timefor RenewalNoticeSet uprecurringxfer tocert/IRA certEstablish IRASavings withMemberthroughNFOAAGEM ESRecurringTransfersPlace PBMInstructionsfor Cert/IRAcert andnotate

Certificates IRAs 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. Explain Direct Transfer/Rollover and email 624
  2. Educate Member of Grace Period
  3. Backdate movement of IRA funds to cert on weekend
  4. Renew Cert/IRA Cert to higher rate
  5. GEM Certificate Renewal
  6. Encourage Beneficiary for IRA and email/send 584
  7. Successfully complete IRA process in BlueZone
  8. P2P someone who helped with IRA process/information
  9. GEM Share Certificates
  10. Confirm rates for member with rate disclosure
  11. Add 25 yr member award to certificate
  12. Open Certificate using SpeedPay
  13. Open SaveFirst Certificate
  14. Send IRA Withdrawal Instructions from Email Generator
  15. Advise member to seed competent tax advice
  16. Confirm delivery time for Confirmation Notice
  17. Backdate Cert/IRA Cert on weekend
  18. Meet Adherence Goal % for the day
  19. Be within Call Tracker %
  20. Confirm delivery time for Renewal Notice
  21. Set up recurring xfer to cert/IRA cert
  22. Establish IRA Savings with Member through NFOAA
  23. GEM ES Recurring Transfers
  24. Place PBM Instructions for Cert/IRA cert and notate