GEM ESRecurringTransfersGEMCertificateRenewalBe withinCallTracker %MeetAdherenceGoal % forthe dayConfirmdelivery timeforConfirmationNoticePlace PBMInstructionsfor Cert/IRAcert andnotateBackdateCert/IRACert onweekendAdd 25 yrmemberaward tocertificateConfirmrates formember withratedisclosureSend IRAWithdrawalInstructionsfrom EmailGeneratorBackdatemovement ofIRA funds tocert onweekendRenewCert/IRACert tohigher rateSuccessfullycompleteIRA processin BlueZoneOpenSaveFirstCertificateEstablish IRASavings withMemberthroughNFOAAEncourageBeneficiaryfor IRA andemail/send584Advisemember toseedcompetenttax adviceExplain DirectTransfer/Rolloverand email 624Set uprecurringxfer tocert/IRA certOpenCertificateusingSpeedPayEducateMemberof GracePeriodConfirmdelivery timefor RenewalNoticeP2P someone whohelped with IRAprocess/informationGEMShareCertificatesGEM ESRecurringTransfersGEMCertificateRenewalBe withinCallTracker %MeetAdherenceGoal % forthe dayConfirmdelivery timeforConfirmationNoticePlace PBMInstructionsfor Cert/IRAcert andnotateBackdateCert/IRACert onweekendAdd 25 yrmemberaward tocertificateConfirmrates formember withratedisclosureSend IRAWithdrawalInstructionsfrom EmailGeneratorBackdatemovement ofIRA funds tocert onweekendRenewCert/IRACert tohigher rateSuccessfullycompleteIRA processin BlueZoneOpenSaveFirstCertificateEstablish IRASavings withMemberthroughNFOAAEncourageBeneficiaryfor IRA andemail/send584Advisemember toseedcompetenttax adviceExplain DirectTransfer/Rolloverand email 624Set uprecurringxfer tocert/IRA certOpenCertificateusingSpeedPayEducateMemberof GracePeriodConfirmdelivery timefor RenewalNoticeP2P someone whohelped with IRAprocess/informationGEMShareCertificates

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