(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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Receive a call on something that is past its deadline (LOL)
Help send an IRA One Time via DocuSign
Have a hold % of 35% or less
Help process an in kind Journal
Process an RMD via Check and EFT
Submit a raving fan
Reach out to Shane and tell him what an amazing job he did on this (Lol)
Help fill out/send an AMA or standing payment form
Set up a periodic plan within a Retirment account
Answer 45+ calls in a day
Reach out to a coworker to wish Happy Holidays
Submit a shine on award for someone who deserves it
Have a case load
of 5 or less by end of day
Either open/edit an account in Digital Onboarding
Have a hold time of 2 minutes or less
Process an RMD via a journal
Help assist at least 2 house accounts in a day
Assist an office in money movement to a DAF (can be a case creation or helping an office in ICP)
Assist office in updating an RMD plan
Set up a Periodic plan in a non Retirment account
Process a ROE
Have an ACW < 1 Minute
Take a picture of you enjoying a delicious bagel in the office
