GEM ESRecurringTransfersAdd 25 yrmemberaward tocertificateOpenSaveFirstCertificateConfirmrates formember withratedisclosureBackdatemovement ofIRA funds tocert onweekendExplain DirectTransfer/Rolloverand email 624Confirmdelivery timeforConfirmationNoticeSend IRAWithdrawalInstructionsfrom EmailGeneratorSet uprecurringxfer tocert/IRA certSuccessfullycompleteIRA processin BlueZoneEducateMemberof GracePeriodEncourageBeneficiaryfor IRA andemail/send584Establish IRASavings withMemberthroughNFOAAAdvisemember toseedcompetenttax adviceP2P someone whohelped with IRAprocess/informationMeetAdherenceGoal % forthe dayConfirmdelivery timefor RenewalNoticeRenewCert/IRACert tohigher rateBackdateCert/IRACert onweekendGEMCertificateRenewalPlace PBMInstructionsfor Cert/IRAcert andnotateOpenCertificateusingSpeedPayBe withinCallTracker %GEMShareCertificatesGEM ESRecurringTransfersAdd 25 yrmemberaward tocertificateOpenSaveFirstCertificateConfirmrates formember withratedisclosureBackdatemovement ofIRA funds tocert onweekendExplain DirectTransfer/Rolloverand email 624Confirmdelivery timeforConfirmationNoticeSend IRAWithdrawalInstructionsfrom EmailGeneratorSet uprecurringxfer tocert/IRA certSuccessfullycompleteIRA processin BlueZoneEducateMemberof GracePeriodEncourageBeneficiaryfor IRA andemail/send584Establish IRASavings withMemberthroughNFOAAAdvisemember toseedcompetenttax adviceP2P someone whohelped with IRAprocess/informationMeetAdherenceGoal % forthe dayConfirmdelivery timefor RenewalNoticeRenewCert/IRACert tohigher rateBackdateCert/IRACert onweekendGEMCertificateRenewalPlace PBMInstructionsfor Cert/IRAcert andnotateOpenCertificateusingSpeedPayBe withinCallTracker %GEMShareCertificates

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