Fund a PIaccounttodayPart withbirthdayon the28thSend a linkviaFidelity.comPart livesin yourhomestateGet atransferfrom PIIncreasecontributionamountCoverFIDPREPGet atransferfrom aService RepFist bumpJoeRequejoPart withyour firstnameGet aHUG fromDaveEpplenPart withsame birthmonth asyouProcessPTOPGiveEducationalin NatureDisclosurePlan whooffersPASwPart tenurew/ companymore than15 yearsTransfer toa Branch [orsend leadvia Prelude]HaveMarketTimingConvoWorkOTtodayPart whohas PIaccountParts firstnamesame asyour GSSTalked topart with$100k +at FidelityProcessenrollmentParts firstname sameas yourManagerFund a PIaccounttodayPart withbirthdayon the28thSend a linkviaFidelity.comPart livesin yourhomestateGet atransferfrom PIIncreasecontributionamountCoverFIDPREPGet atransferfrom aService RepFist bumpJoeRequejoPart withyour firstnameGet aHUG fromDaveEpplenPart withsame birthmonth asyouProcessPTOPGiveEducationalin NatureDisclosurePlan whooffersPASwPart tenurew/ companymore than15 yearsTransfer toa Branch [orsend leadvia Prelude]HaveMarketTimingConvoWorkOTtodayPart whohas PIaccountParts firstnamesame asyour GSSTalked topart with$100k +at FidelityProcessenrollmentParts firstname sameas yourManager

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