Send IRAWithdrawalInstructionsfrom EmailGeneratorOpenCertificateusingSpeedPayEncourageBeneficiaryfor IRA andemail/send584P2P someone whohelped with IRAprocess/informationGEMShareCertificatesConfirmrates formember withratedisclosureEstablish IRASavings withMemberthroughNFOAAPlace PBMInstructionsfor Cert/IRAcert andnotateEducateMemberof GracePeriodGEM ESRecurringTransfersSuccessfullycompleteIRA processin BlueZoneGEMCertificateRenewalBackdateCert/IRACert onweekendSet uprecurringxfer tocert/IRA certOpenSaveFirstCertificateAdvisemember toseedcompetenttax adviceConfirmdelivery timeforConfirmationNoticeExplain DirectTransfer/Rolloverand email 624RenewCert/IRACert tohigher rateBackdatemovement ofIRA funds tocert onweekendConfirmdelivery timefor RenewalNoticeMeetAdherenceGoal % forthe dayBe withinCallTracker %Add 25 yrmemberaward tocertificateSend IRAWithdrawalInstructionsfrom EmailGeneratorOpenCertificateusingSpeedPayEncourageBeneficiaryfor IRA andemail/send584P2P someone whohelped with IRAprocess/informationGEMShareCertificatesConfirmrates formember withratedisclosureEstablish IRASavings withMemberthroughNFOAAPlace PBMInstructionsfor Cert/IRAcert andnotateEducateMemberof GracePeriodGEM ESRecurringTransfersSuccessfullycompleteIRA processin BlueZoneGEMCertificateRenewalBackdateCert/IRACert onweekendSet uprecurringxfer tocert/IRA certOpenSaveFirstCertificateAdvisemember toseedcompetenttax adviceConfirmdelivery timeforConfirmationNoticeExplain DirectTransfer/Rolloverand email 624RenewCert/IRACert tohigher rateBackdatemovement ofIRA funds tocert onweekendConfirmdelivery timefor RenewalNoticeMeetAdherenceGoal % forthe dayBe withinCallTracker %Add 25 yrmemberaward tocertificate

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