Set uprecurringxfer tocert/IRA certAdvisemember toseedcompetenttax adviceConfirmdelivery timefor RenewalNoticeSuccessfullycompleteIRA processin BlueZoneGEMShareCertificatesMeetAdherenceGoal % forthe dayEducateMemberof GracePeriodConfirmrates formember withratedisclosureExplain DirectTransfer/Rolloverand email 624OpenSaveFirstCertificatePlace PBMInstructionsfor Cert/IRAcert andnotateEstablish IRASavings withMemberthroughNFOAAAdd 25 yrmemberaward tocertificateConfirmdelivery timeforConfirmationNoticeRenewCert/IRACert tohigher rateBe withinCallTracker %OpenCertificateusingSpeedPayGEM ESRecurringTransfersSend IRAWithdrawalInstructionsfrom EmailGeneratorP2P someone whohelped with IRAprocess/informationBackdateCert/IRACert onweekendGEMCertificateRenewalBackdatemovement ofIRA funds tocert onweekendEncourageBeneficiaryfor IRA andemail/send584Set uprecurringxfer tocert/IRA certAdvisemember toseedcompetenttax adviceConfirmdelivery timefor RenewalNoticeSuccessfullycompleteIRA processin BlueZoneGEMShareCertificatesMeetAdherenceGoal % forthe dayEducateMemberof GracePeriodConfirmrates formember withratedisclosureExplain DirectTransfer/Rolloverand email 624OpenSaveFirstCertificatePlace PBMInstructionsfor Cert/IRAcert andnotateEstablish IRASavings withMemberthroughNFOAAAdd 25 yrmemberaward tocertificateConfirmdelivery timeforConfirmationNoticeRenewCert/IRACert tohigher rateBe withinCallTracker %OpenCertificateusingSpeedPayGEM ESRecurringTransfersSend IRAWithdrawalInstructionsfrom EmailGeneratorP2P someone whohelped with IRAprocess/informationBackdateCert/IRACert onweekendGEMCertificateRenewalBackdatemovement ofIRA funds tocert onweekendEncourageBeneficiaryfor IRA andemail/send584

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