GEM ESRecurringTransfersConfirmdelivery timeforConfirmationNoticeExplain DirectTransfer/Rolloverand email 624OpenCertificateusingSpeedPayAdd 25 yrmemberaward tocertificateOpenSaveFirstCertificatePlace PBMInstructionsfor Cert/IRAcert andnotateConfirmdelivery timefor RenewalNoticeBe withinCallTracker %P2P someone whohelped with IRAprocess/informationSend IRAWithdrawalInstructionsfrom EmailGeneratorGEMCertificateRenewalEncourageBeneficiaryfor IRA andemail/send584Backdatemovement ofIRA funds tocert onweekendSet uprecurringxfer tocert/IRA certSuccessfullycompleteIRA processin BlueZoneRenewCert/IRACert tohigher rateConfirmrates formember withratedisclosureAdvisemember toseedcompetenttax adviceMeetAdherenceGoal % forthe dayEstablish IRASavings withMemberthroughNFOAAEducateMemberof GracePeriodGEMShareCertificatesBackdateCert/IRACert onweekendGEM ESRecurringTransfersConfirmdelivery timeforConfirmationNoticeExplain DirectTransfer/Rolloverand email 624OpenCertificateusingSpeedPayAdd 25 yrmemberaward tocertificateOpenSaveFirstCertificatePlace PBMInstructionsfor Cert/IRAcert andnotateConfirmdelivery timefor RenewalNoticeBe withinCallTracker %P2P someone whohelped with IRAprocess/informationSend IRAWithdrawalInstructionsfrom EmailGeneratorGEMCertificateRenewalEncourageBeneficiaryfor IRA andemail/send584Backdatemovement ofIRA funds tocert onweekendSet uprecurringxfer tocert/IRA certSuccessfullycompleteIRA processin BlueZoneRenewCert/IRACert tohigher rateConfirmrates formember withratedisclosureAdvisemember toseedcompetenttax adviceMeetAdherenceGoal % forthe dayEstablish IRASavings withMemberthroughNFOAAEducateMemberof GracePeriodGEMShareCertificatesBackdateCert/IRACert onweekend

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