TaxQualificationFixed-IndexedPendingFundsNot InGoodOrderRMDCostBasisNon-QualifiedTraditionalIRAPostHOTSPIAIncomeRiderIMORothIRAPendDateSurrenderChargeAMLStaleDateAgentSplitMYGAAOFAge59 1/2FireLightApplication10% EarlyWithdrawalPenaltyIndirectRolloverRetirementPlanDirectTransferAllocationsSuitabilityFormBrokerageAccountTaxQualificationFixed-IndexedPendingFundsNot InGoodOrderRMDCostBasisNon-QualifiedTraditionalIRAPostHOTSPIAIncomeRiderIMORothIRAPendDateSurrenderChargeAMLStaleDateAgentSplitMYGAAOFAge59 1/2FireLightApplication10% EarlyWithdrawalPenaltyIndirectRolloverRetirementPlanDirectTransferAllocationsSuitabilityFormBrokerageAccount

Annuity Ops Bootcamp - 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. Tax Qualification
  2. Fixed-Indexed
  3. Pending Funds
  4. Not In Good Order
  5. RMD
  6. Cost Basis
  7. Non-Qualified
  8. Traditional IRA
  9. Post HOT
  10. SPIA
  11. Income Rider
  12. IMO
  13. Roth IRA
  14. Pend Date
  15. Surrender Charge
  16. AML
  17. Stale Date
  18. Agent Split
  19. MYGA
  20. AOF
  21. Age 59 1/2
  22. FireLight Application
  23. 10% Early Withdrawal Penalty
  24. Indirect Rollover
  25. Retirement Plan
  26. Direct Transfer
  27. Allocations
  28. Suitability Form
  29. Brokerage Account