BackdateCert/IRACert onweekendConfirmdelivery timeforConfirmationNoticeGEMCertificateRenewalGEMShareCertificatesPlace PBMInstructionsfor Cert/IRAcert andnotateMeetAdherenceGoal % forthe dayAdd 25 yrmemberaward tocertificateEncourageBeneficiaryfor IRA andemail/send584Establish IRASavings withMemberthroughNFOAAOpenSaveFirstCertificateBe withinCallTracker %Confirmrates formember withratedisclosureOpenCertificateusingSpeedPayEducateMemberof GracePeriodP2P someone whohelped with IRAprocess/informationGEM ESRecurringTransfersAdvisemember toseedcompetenttax adviceConfirmdelivery timefor RenewalNoticeSend IRAWithdrawalInstructionsfrom EmailGeneratorExplain DirectTransfer/Rolloverand email 624Backdatemovement ofIRA funds tocert onweekendSuccessfullycompleteIRA processin BlueZoneSet uprecurringxfer tocert/IRA certRenewCert/IRACert tohigher rateBackdateCert/IRACert onweekendConfirmdelivery timeforConfirmationNoticeGEMCertificateRenewalGEMShareCertificatesPlace PBMInstructionsfor Cert/IRAcert andnotateMeetAdherenceGoal % forthe dayAdd 25 yrmemberaward tocertificateEncourageBeneficiaryfor IRA andemail/send584Establish IRASavings withMemberthroughNFOAAOpenSaveFirstCertificateBe withinCallTracker %Confirmrates formember withratedisclosureOpenCertificateusingSpeedPayEducateMemberof GracePeriodP2P someone whohelped with IRAprocess/informationGEM ESRecurringTransfersAdvisemember toseedcompetenttax adviceConfirmdelivery timefor RenewalNoticeSend IRAWithdrawalInstructionsfrom EmailGeneratorExplain DirectTransfer/Rolloverand email 624Backdatemovement ofIRA funds tocert onweekendSuccessfullycompleteIRA processin BlueZoneSet uprecurringxfer tocert/IRA certRenewCert/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. Backdate Cert/IRA Cert on weekend
  2. Confirm delivery time for Confirmation Notice
  3. GEM Certificate Renewal
  4. GEM Share Certificates
  5. Place PBM Instructions for Cert/IRA cert and notate
  6. Meet Adherence Goal % for the day
  7. Add 25 yr member award to certificate
  8. Encourage Beneficiary for IRA and email/send 584
  9. Establish IRA Savings with Member through NFOAA
  10. Open SaveFirst Certificate
  11. Be within Call Tracker %
  12. Confirm rates for member with rate disclosure
  13. Open Certificate using SpeedPay
  14. Educate Member of Grace Period
  15. P2P someone who helped with IRA process/information
  16. GEM ES Recurring Transfers
  17. Advise member to seed competent tax advice
  18. Confirm delivery time for Renewal Notice
  19. Send IRA Withdrawal Instructions from Email Generator
  20. Explain Direct Transfer/Rollover and email 624
  21. Backdate movement of IRA funds to cert on weekend
  22. Successfully complete IRA process in BlueZone
  23. Set up recurring xfer to cert/IRA cert
  24. Renew Cert/IRA Cert to higher rate