Clientneeds toorderchecksSet upan aptClientwants toset upOLBClientOD onaccountClientneeds tomakepaymentClientwants towithdraw$5,000Clientneeds toorderchecksClientcalls foraccountbalanceClientcalls foraccount #Clientleft cardin ATMClientasksaboutratesClientstands atdoorwaitingSet upan aptTalked toclientabout CCClientmentionsCoronaVirusClientdeposits$500Clienttries toopen thedoorClient hasmaturedCDClientdeposits$1000Client hasbusinessdepositClientswants towithdraw$1,000FreeMultipledepositsin DTFreeClientneeds toorderchecksSet upan aptClientwants toset upOLBClientOD onaccountClientneeds tomakepaymentClientwants towithdraw$5,000Clientneeds toorderchecksClientcalls foraccountbalanceClientcalls foraccount #Clientleft cardin ATMClientasksaboutratesClientstands atdoorwaitingSet upan aptTalked toclientabout CCClientmentionsCoronaVirusClientdeposits$500Clienttries toopen thedoorClient hasmaturedCDClientdeposits$1000Client hasbusinessdepositClientswants towithdraw$1,000FreeMultipledepositsin DTFree

FINANCIAL WELLNESS - 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. Client needs to order checks
  2. Set up an apt
  3. Client wants to set up OLB
  4. Client OD on account
  5. Client needs to make payment
  6. Client wants to withdraw $5,000
  7. Client needs to order checks
  8. Client calls for account balance
  9. Client calls for account #
  10. Client left card in ATM
  11. Client asks about rates
  12. Client stands at door waiting
  13. Set up an apt
  14. Talked to client about CC
  15. Client mentions Corona Virus
  16. Client deposits $500
  17. Client tries to open the door
  18. Client has matured CD
  19. Client deposits $1000
  20. Client has business deposit
  21. Clients wants to withdraw $1,000
  22. Free
  23. Multiple deposits in DT
  24. Free