TaxQualificationCostBasisAOFFixed-IndexedSPIAAgentSplitIncomeRiderDirectTransferFireLightApplicationPendDateAllocationsAMLRothIRAPostHOTBrokerageAccountTraditionalIRARetirementPlanSurrenderChargeNot InGoodOrderStaleDateRMDIMOSuitabilityFormPendingFundsAge59 1/2MYGAIndirectRollover10% EarlyWithdrawalPenaltyNon-QualifiedTaxQualificationCostBasisAOFFixed-IndexedSPIAAgentSplitIncomeRiderDirectTransferFireLightApplicationPendDateAllocationsAMLRothIRAPostHOTBrokerageAccountTraditionalIRARetirementPlanSurrenderChargeNot InGoodOrderStaleDateRMDIMOSuitabilityFormPendingFundsAge59 1/2MYGAIndirectRollover10% EarlyWithdrawalPenaltyNon-Qualified

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