OpenCertificateusingSpeedPayConfirmdelivery timefor RenewalNoticeExplain DirectTransfer/Rolloverand email 624Confirmdelivery timeforConfirmationNoticeP2P someone whohelped with IRAprocess/informationBackdateCert/IRACert onweekendBackdatemovement ofIRA funds tocert onweekendSend IRAWithdrawalInstructionsfrom EmailGeneratorMeetAdherenceGoal % forthe dayGEMCertificateRenewalGEM ESRecurringTransfersEncourageBeneficiaryfor IRA andemail/send584RenewCert/IRACert tohigher rateEstablish IRASavings withMemberthroughNFOAABe withinCallTracker %EducateMemberof GracePeriodPlace PBMInstructionsfor Cert/IRAcert andnotateGEMShareCertificatesAdd 25 yrmemberaward tocertificateOpenSaveFirstCertificateSuccessfullycompleteIRA processin BlueZoneConfirmrates formember withratedisclosureAdvisemember toseedcompetenttax adviceSet uprecurringxfer tocert/IRA certOpenCertificateusingSpeedPayConfirmdelivery timefor RenewalNoticeExplain DirectTransfer/Rolloverand email 624Confirmdelivery timeforConfirmationNoticeP2P someone whohelped with IRAprocess/informationBackdateCert/IRACert onweekendBackdatemovement ofIRA funds tocert onweekendSend IRAWithdrawalInstructionsfrom EmailGeneratorMeetAdherenceGoal % forthe dayGEMCertificateRenewalGEM ESRecurringTransfersEncourageBeneficiaryfor IRA andemail/send584RenewCert/IRACert tohigher rateEstablish IRASavings withMemberthroughNFOAABe withinCallTracker %EducateMemberof GracePeriodPlace PBMInstructionsfor Cert/IRAcert andnotateGEMShareCertificatesAdd 25 yrmemberaward tocertificateOpenSaveFirstCertificateSuccessfullycompleteIRA processin BlueZoneConfirmrates formember withratedisclosureAdvisemember toseedcompetenttax adviceSet uprecurringxfer tocert/IRA cert

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