OpenCertificateusingSpeedPaySet uprecurringxfer tocert/IRA certAdvisemember toseedcompetenttax adviceEstablish IRASavings withMemberthroughNFOAAExplain DirectTransfer/Rolloverand email 624P2P someone whohelped with IRAprocess/informationGEM ESRecurringTransfersPlace PBMInstructionsfor Cert/IRAcert andnotateBackdatemovement ofIRA funds tocert onweekendConfirmrates formember withratedisclosureEducateMemberof GracePeriodEncourageBeneficiaryfor IRA andemail/send584Send IRAWithdrawalInstructionsfrom EmailGeneratorAdd 25 yrmemberaward tocertificateGEMCertificateRenewalOpenSaveFirstCertificateConfirmdelivery timefor RenewalNoticeBe withinCallTracker %GEMShareCertificatesBackdateCert/IRACert onweekendSuccessfullycompleteIRA processin BlueZoneRenewCert/IRACert tohigher rateMeetAdherenceGoal % forthe dayConfirmdelivery timeforConfirmationNoticeOpenCertificateusingSpeedPaySet uprecurringxfer tocert/IRA certAdvisemember toseedcompetenttax adviceEstablish IRASavings withMemberthroughNFOAAExplain DirectTransfer/Rolloverand email 624P2P someone whohelped with IRAprocess/informationGEM ESRecurringTransfersPlace PBMInstructionsfor Cert/IRAcert andnotateBackdatemovement ofIRA funds tocert onweekendConfirmrates formember withratedisclosureEducateMemberof GracePeriodEncourageBeneficiaryfor IRA andemail/send584Send IRAWithdrawalInstructionsfrom EmailGeneratorAdd 25 yrmemberaward tocertificateGEMCertificateRenewalOpenSaveFirstCertificateConfirmdelivery timefor RenewalNoticeBe withinCallTracker %GEMShareCertificatesBackdateCert/IRACert onweekendSuccessfullycompleteIRA processin BlueZoneRenewCert/IRACert tohigher rateMeetAdherenceGoal % forthe dayConfirmdelivery timeforConfirmationNotice

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