IncreasecontributionamountPart withyour firstnameHaveMarketTimingConvoGet aHUG fromDaveEpplenPlan whooffersPASwPart tenurew/ companymore than15 yearsTalked topart with$100k +at FidelityParts firstname sameas yourManagerCoverFIDPREPPart livesin yourhomestateProcessenrollmentPart withbirthdayon the28thPart whohas PIaccountPart withsame birthmonth asyouTransfer toa Branch [orsend leadvia Prelude]Send a linkviaFidelity.comGet atransferfrom aService RepFund a PIaccounttodayProcessPTOPFist bumpJoeRequejoWorkOTtodayParts firstnamesame asyour GSSGiveEducationalin NatureDisclosureGet atransferfrom PIIncreasecontributionamountPart withyour firstnameHaveMarketTimingConvoGet aHUG fromDaveEpplenPlan whooffersPASwPart tenurew/ companymore than15 yearsTalked topart with$100k +at FidelityParts firstname sameas yourManagerCoverFIDPREPPart livesin yourhomestateProcessenrollmentPart withbirthdayon the28thPart whohas PIaccountPart withsame birthmonth asyouTransfer toa Branch [orsend leadvia Prelude]Send a linkviaFidelity.comGet atransferfrom aService RepFund a PIaccounttodayProcessPTOPFist bumpJoeRequejoWorkOTtodayParts firstnamesame asyour GSSGiveEducationalin NatureDisclosureGet atransferfrom PI

GUIDANCE DAY O' FUN 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. Increase contribution amount
  2. Part with your first name
  3. Have Market Timing Convo
  4. Get a HUG from Dave Epplen
  5. Plan who offers PASw
  6. Part tenure w/ company more than 15 years
  7. Talked to part with $100k + at Fidelity
  8. Parts first name same as your Manager
  9. Cover FIDPREP
  10. Part lives in your home state
  11. Process enrollment
  12. Part with birthday on the 28th
  13. Part who has PI account
  14. Part with same birth month as you
  15. Transfer to a Branch [or send lead via Prelude]
  16. Send a link via Fidelity.com
  17. Get a transfer from a Service Rep
  18. Fund a PI account today
  19. Process PTOP
  20. Fist bump Joe Requejo
  21. Work OT today
  22. Parts first name same as your GSS
  23. Give Educational in Nature Disclosure
  24. Get a transfer from PI