Confirmrates formember withratedisclosureConfirmdelivery timefor RenewalNoticeP2P someone whohelped with IRAprocess/informationGEMShareCertificatesAdvisemember toseedcompetenttax adviceGEM ESRecurringTransfersExplain DirectTransfer/Rolloverand email 624OpenCertificateusingSpeedPayMeetAdherenceGoal % forthe daySend IRAWithdrawalInstructionsfrom EmailGeneratorOpenSaveFirstCertificateGEMCertificateRenewalBackdateCert/IRACert onweekendBackdatemovement ofIRA funds tocert onweekendBe withinCallTracker %RenewCert/IRACert tohigher rateSet uprecurringxfer tocert/IRA certSuccessfullycompleteIRA processin BlueZoneConfirmdelivery timeforConfirmationNoticeEducateMemberof GracePeriodEstablish IRASavings withMemberthroughNFOAAEncourageBeneficiaryfor IRA andemail/send584Place PBMInstructionsfor Cert/IRAcert andnotateAdd 25 yrmemberaward tocertificateConfirmrates formember withratedisclosureConfirmdelivery timefor RenewalNoticeP2P someone whohelped with IRAprocess/informationGEMShareCertificatesAdvisemember toseedcompetenttax adviceGEM ESRecurringTransfersExplain DirectTransfer/Rolloverand email 624OpenCertificateusingSpeedPayMeetAdherenceGoal % forthe daySend IRAWithdrawalInstructionsfrom EmailGeneratorOpenSaveFirstCertificateGEMCertificateRenewalBackdateCert/IRACert onweekendBackdatemovement ofIRA funds tocert onweekendBe withinCallTracker %RenewCert/IRACert tohigher rateSet uprecurringxfer tocert/IRA certSuccessfullycompleteIRA processin BlueZoneConfirmdelivery timeforConfirmationNoticeEducateMemberof GracePeriodEstablish IRASavings withMemberthroughNFOAAEncourageBeneficiaryfor IRA andemail/send584Place PBMInstructionsfor Cert/IRAcert andnotateAdd 25 yrmemberaward tocertificate

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