NameChangeThirdPartywithoutPT on callRothInformationon previousdistributionSpanishSpeakingCallerGuidelineIRAquestionsClichecommentabout whereyou arelocatedDe-escalationBeing calledthe wrongname (emailor chat only)Ranout offoodPlanSponsorCallPlanSponsorChatCreateda bugTicketBadInternetdroppedcallInternetNavigationTipTalk to anew GDLEmployeeAnswer aquestion withSupportArticleDualchannelParticipantChattedCalledEmailedSameParticipantParticipantis newfriendFoundlostcheckSociallyResponsiblefundRoommate/Doginterrupted callSolving atwo +Week oldcaseNon-GuidelineParticipantNameChangeThirdPartywithoutPT on callRothInformationon previousdistributionSpanishSpeakingCallerGuidelineIRAquestionsClichecommentabout whereyou arelocatedDe-escalationBeing calledthe wrongname (emailor chat only)Ranout offoodPlanSponsorCallPlanSponsorChatCreateda bugTicketBadInternetdroppedcallInternetNavigationTipTalk to anew GDLEmployeeAnswer aquestion withSupportArticleDualchannelParticipantChattedCalledEmailedSameParticipantParticipantis newfriendFoundlostcheckSociallyResponsiblefundRoommate/Doginterrupted callSolving atwo +Week oldcaseNon-GuidelineParticipant

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