Send IRAWithdrawalInstructionsfrom EmailGeneratorGEMShareCertificatesAdvisemember toseedcompetenttax adviceExplain DirectTransfer/Rolloverand email 624EncourageBeneficiaryfor IRA andemail/send584EducateMemberof GracePeriodConfirmdelivery timeforConfirmationNoticeBe withinCallTracker %MeetAdherenceGoal % forthe dayP2P someone whohelped with IRAprocess/informationGEM ESRecurringTransfersPlace PBMInstructionsfor Cert/IRAcert andnotateEstablish IRASavings withMemberthroughNFOAASuccessfullycompleteIRA processin BlueZoneConfirmdelivery timefor RenewalNoticeOpenSaveFirstCertificateGEMCertificateRenewalSet uprecurringxfer tocert/IRA certBackdatemovement ofIRA funds tocert onweekendOpenCertificateusingSpeedPayRenewCert/IRACert tohigher rateBackdateCert/IRACert onweekendAdd 25 yrmemberaward tocertificateConfirmrates formember withratedisclosureSend IRAWithdrawalInstructionsfrom EmailGeneratorGEMShareCertificatesAdvisemember toseedcompetenttax adviceExplain DirectTransfer/Rolloverand email 624EncourageBeneficiaryfor IRA andemail/send584EducateMemberof GracePeriodConfirmdelivery timeforConfirmationNoticeBe withinCallTracker %MeetAdherenceGoal % forthe dayP2P someone whohelped with IRAprocess/informationGEM ESRecurringTransfersPlace PBMInstructionsfor Cert/IRAcert andnotateEstablish IRASavings withMemberthroughNFOAASuccessfullycompleteIRA processin BlueZoneConfirmdelivery timefor RenewalNoticeOpenSaveFirstCertificateGEMCertificateRenewalSet uprecurringxfer tocert/IRA certBackdatemovement ofIRA funds tocert onweekendOpenCertificateusingSpeedPayRenewCert/IRACert tohigher rateBackdateCert/IRACert onweekendAdd 25 yrmemberaward tocertificateConfirmrates formember withratedisclosure

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