Set uprecurringxfer tocert/IRA certAdd 25 yrmemberaward tocertificateBackdateCert/IRACert onweekendConfirmdelivery timefor RenewalNoticeSend IRAWithdrawalInstructionsfrom EmailGeneratorGEM ESRecurringTransfersMeetAdherenceGoal % forthe dayBe withinCallTracker %SuccessfullycompleteIRA processin BlueZoneBackdatemovement ofIRA funds tocert onweekendEducateMemberof GracePeriodEstablish IRASavings withMemberthroughNFOAAGEMShareCertificatesOpenSaveFirstCertificateConfirmdelivery timeforConfirmationNoticePlace PBMInstructionsfor Cert/IRAcert andnotateConfirmrates formember withratedisclosureGEMCertificateRenewalAdvisemember toseedcompetenttax adviceOpenCertificateusingSpeedPayEncourageBeneficiaryfor IRA andemail/send584Explain DirectTransfer/Rolloverand email 624P2P someone whohelped with IRAprocess/informationRenewCert/IRACert tohigher rateSet uprecurringxfer tocert/IRA certAdd 25 yrmemberaward tocertificateBackdateCert/IRACert onweekendConfirmdelivery timefor RenewalNoticeSend IRAWithdrawalInstructionsfrom EmailGeneratorGEM ESRecurringTransfersMeetAdherenceGoal % forthe dayBe withinCallTracker %SuccessfullycompleteIRA processin BlueZoneBackdatemovement ofIRA funds tocert onweekendEducateMemberof GracePeriodEstablish IRASavings withMemberthroughNFOAAGEMShareCertificatesOpenSaveFirstCertificateConfirmdelivery timeforConfirmationNoticePlace PBMInstructionsfor Cert/IRAcert andnotateConfirmrates formember withratedisclosureGEMCertificateRenewalAdvisemember toseedcompetenttax adviceOpenCertificateusingSpeedPayEncourageBeneficiaryfor IRA andemail/send584Explain DirectTransfer/Rolloverand email 624P2P someone whohelped with IRAprocess/informationRenewCert/IRACert tohigher rate

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