Place PBMInstructionsfor Cert/IRAcert andnotateEstablish IRASavings withMemberthroughNFOAAAdvisemember toseedcompetenttax adviceEducateMemberof GracePeriodSuccessfullycompleteIRA processin BlueZoneConfirmdelivery timefor RenewalNoticeSend IRAWithdrawalInstructionsfrom EmailGeneratorBackdateCert/IRACert onweekendConfirmrates formember withratedisclosureGEM ESRecurringTransfersConfirmdelivery timeforConfirmationNoticeOpenCertificateusingSpeedPayBe withinCallTracker %EncourageBeneficiaryfor IRA andemail/send584P2P someone whohelped with IRAprocess/informationGEMCertificateRenewalMeetAdherenceGoal % forthe dayBackdatemovement ofIRA funds tocert onweekendRenewCert/IRACert tohigher rateExplain DirectTransfer/Rolloverand email 624OpenSaveFirstCertificateSet uprecurringxfer tocert/IRA certAdd 25 yrmemberaward tocertificateGEMShareCertificatesPlace PBMInstructionsfor Cert/IRAcert andnotateEstablish IRASavings withMemberthroughNFOAAAdvisemember toseedcompetenttax adviceEducateMemberof GracePeriodSuccessfullycompleteIRA processin BlueZoneConfirmdelivery timefor RenewalNoticeSend IRAWithdrawalInstructionsfrom EmailGeneratorBackdateCert/IRACert onweekendConfirmrates formember withratedisclosureGEM ESRecurringTransfersConfirmdelivery timeforConfirmationNoticeOpenCertificateusingSpeedPayBe withinCallTracker %EncourageBeneficiaryfor IRA andemail/send584P2P someone whohelped with IRAprocess/informationGEMCertificateRenewalMeetAdherenceGoal % forthe dayBackdatemovement ofIRA funds tocert onweekendRenewCert/IRACert tohigher rateExplain DirectTransfer/Rolloverand email 624OpenSaveFirstCertificateSet uprecurringxfer tocert/IRA certAdd 25 yrmemberaward tocertificateGEMShareCertificates

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