EncourageBeneficiaryfor IRA andemail/send584Be withinCallTracker %GEMCertificateRenewalConfirmdelivery timefor RenewalNoticeEducateMemberof GracePeriodConfirmdelivery timeforConfirmationNoticeOpenSaveFirstCertificateAdvisemember toseedcompetenttax adviceGEMShareCertificatesPlace PBMInstructionsfor Cert/IRAcert andnotateBackdatemovement ofIRA funds tocert onweekendMeetAdherenceGoal % forthe dayBackdateCert/IRACert onweekendRenewCert/IRACert tohigher rateAdd 25 yrmemberaward tocertificateSuccessfullycompleteIRA processin BlueZoneEstablish IRASavings withMemberthroughNFOAAGEM ESRecurringTransfersSet uprecurringxfer tocert/IRA certExplain DirectTransfer/Rolloverand email 624Send IRAWithdrawalInstructionsfrom EmailGeneratorP2P someone whohelped with IRAprocess/informationOpenCertificateusingSpeedPayConfirmrates formember withratedisclosureEncourageBeneficiaryfor IRA andemail/send584Be withinCallTracker %GEMCertificateRenewalConfirmdelivery timefor RenewalNoticeEducateMemberof GracePeriodConfirmdelivery timeforConfirmationNoticeOpenSaveFirstCertificateAdvisemember toseedcompetenttax adviceGEMShareCertificatesPlace PBMInstructionsfor Cert/IRAcert andnotateBackdatemovement ofIRA funds tocert onweekendMeetAdherenceGoal % forthe dayBackdateCert/IRACert onweekendRenewCert/IRACert tohigher rateAdd 25 yrmemberaward tocertificateSuccessfullycompleteIRA processin BlueZoneEstablish IRASavings withMemberthroughNFOAAGEM ESRecurringTransfersSet uprecurringxfer tocert/IRA certExplain DirectTransfer/Rolloverand email 624Send IRAWithdrawalInstructionsfrom EmailGeneratorP2P someone whohelped with IRAprocess/informationOpenCertificateusingSpeedPayConfirmrates formember withratedisclosure

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