Place PBMInstructionsfor Cert/IRAcert andnotateAdvisemember toseedcompetenttax adviceMeetAdherenceGoal % forthe dayExplain DirectTransfer/Rolloverand email 624P2P someone whohelped with IRAprocess/informationEducateMemberof GracePeriodOpenSaveFirstCertificateOpenCertificateusingSpeedPayBe withinCallTracker %Send IRAWithdrawalInstructionsfrom EmailGeneratorAdd 25 yrmemberaward tocertificateConfirmdelivery timefor RenewalNoticeConfirmdelivery timeforConfirmationNoticeSuccessfullycompleteIRA processin BlueZoneBackdateCert/IRACert onweekendConfirmrates formember withratedisclosureGEMShareCertificatesGEM ESRecurringTransfersEncourageBeneficiaryfor IRA andemail/send584RenewCert/IRACert tohigher rateEstablish IRASavings withMemberthroughNFOAAGEMCertificateRenewalBackdatemovement ofIRA funds tocert onweekendSet uprecurringxfer tocert/IRA certPlace PBMInstructionsfor Cert/IRAcert andnotateAdvisemember toseedcompetenttax adviceMeetAdherenceGoal % forthe dayExplain DirectTransfer/Rolloverand email 624P2P someone whohelped with IRAprocess/informationEducateMemberof GracePeriodOpenSaveFirstCertificateOpenCertificateusingSpeedPayBe withinCallTracker %Send IRAWithdrawalInstructionsfrom EmailGeneratorAdd 25 yrmemberaward tocertificateConfirmdelivery timefor RenewalNoticeConfirmdelivery timeforConfirmationNoticeSuccessfullycompleteIRA processin BlueZoneBackdateCert/IRACert onweekendConfirmrates formember withratedisclosureGEMShareCertificatesGEM ESRecurringTransfersEncourageBeneficiaryfor IRA andemail/send584RenewCert/IRACert tohigher rateEstablish IRASavings withMemberthroughNFOAAGEMCertificateRenewalBackdatemovement ofIRA funds tocert onweekendSet uprecurringxfer tocert/IRA cert

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