OpenCertificateusingSpeedPayConfirmdelivery timefor RenewalNoticeEducateMemberof GracePeriodGEM ESRecurringTransfersEncourageBeneficiaryfor IRA andemail/send584GEMShareCertificatesSet uprecurringxfer tocert/IRA certP2P someone whohelped with IRAprocess/informationRenewCert/IRACert tohigher rateBackdateCert/IRACert onweekendEstablish IRASavings withMemberthroughNFOAAAdd 25 yrmemberaward tocertificateSuccessfullycompleteIRA processin BlueZoneConfirmrates formember withratedisclosureBackdatemovement ofIRA funds tocert onweekendMeetAdherenceGoal % forthe dayGEMCertificateRenewalBe withinCallTracker %Advisemember toseedcompetenttax adviceConfirmdelivery timeforConfirmationNoticeExplain DirectTransfer/Rolloverand email 624OpenSaveFirstCertificateSend IRAWithdrawalInstructionsfrom EmailGeneratorPlace PBMInstructionsfor Cert/IRAcert andnotateOpenCertificateusingSpeedPayConfirmdelivery timefor RenewalNoticeEducateMemberof GracePeriodGEM ESRecurringTransfersEncourageBeneficiaryfor IRA andemail/send584GEMShareCertificatesSet uprecurringxfer tocert/IRA certP2P someone whohelped with IRAprocess/informationRenewCert/IRACert tohigher rateBackdateCert/IRACert onweekendEstablish IRASavings withMemberthroughNFOAAAdd 25 yrmemberaward tocertificateSuccessfullycompleteIRA processin BlueZoneConfirmrates formember withratedisclosureBackdatemovement ofIRA funds tocert onweekendMeetAdherenceGoal % forthe dayGEMCertificateRenewalBe withinCallTracker %Advisemember toseedcompetenttax adviceConfirmdelivery timeforConfirmationNoticeExplain DirectTransfer/Rolloverand email 624OpenSaveFirstCertificateSend IRAWithdrawalInstructionsfrom EmailGeneratorPlace PBMInstructionsfor Cert/IRAcert andnotate

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