PlanSponsorCallDualchannelParticipantRothInformationon previousdistributionSociallyResponsiblefundBeing calledthe wrongname (emailor chat only)De-escalationThirdPartywithoutPT on callRoommate/Doginterrupted callGuidelineIRAquestionsInternetNavigationTipSolving atwo +Week oldcasePlanSponsorChatChattedCalledEmailedSameParticipantRanout offoodAnswer aquestion withSupportArticleCreateda bugTicketBadInternetdroppedcallParticipantis newfriendNon-GuidelineParticipantNameChangeFoundlostcheckTalk to anew GDLEmployeeClichecommentabout whereyou arelocatedSpanishSpeakingCallerPlanSponsorCallDualchannelParticipantRothInformationon previousdistributionSociallyResponsiblefundBeing calledthe wrongname (emailor chat only)De-escalationThirdPartywithoutPT on callRoommate/Doginterrupted callGuidelineIRAquestionsInternetNavigationTipSolving atwo +Week oldcasePlanSponsorChatChattedCalledEmailedSameParticipantRanout offoodAnswer aquestion withSupportArticleCreateda bugTicketBadInternetdroppedcallParticipantis newfriendNon-GuidelineParticipantNameChangeFoundlostcheckTalk to anew GDLEmployeeClichecommentabout whereyou arelocatedSpanishSpeakingCaller

Participant Success 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. Plan Sponsor Call
  2. Dual channel Participant
  3. Roth Information on previous distribution
  4. Socially Responsible fund
  5. Being called the wrong name (email or chat only)
  6. De-escalation
  7. Third Party without PT on call
  8. Roommate/Dog interrupted call
  9. Guideline IRA questions
  10. Internet Navigation Tip
  11. Solving a two + Week old case
  12. Plan Sponsor Chat
  13. Chatted Called Emailed Same Participant
  14. Ran out of food
  15. Answer a question with Support Article
  16. Created a bug Ticket
  17. Bad Internet dropped call
  18. Participant is new friend
  19. Non-Guideline Participant
  20. Name Change
  21. Found lost check
  22. Talk to a new GDL Employee
  23. Cliche comment about where you are located
  24. Spanish Speaking Caller