Learnsomethingnew aboutone of yourco-workersProcessan RMDvia Checkand EFTSubmit aravingfanTake a pictureof you enjoyinga deliciousbagel in theofficeReach out toShane and tellhim what anamazing job hedid on this (Lol)Reach out toa coworkerto wishHappyHolidaysEitheropen/edit anaccount inDigitalOnboardingHave anACW < 1MinuteHave a caseloadof 5 or lessby end ofdayProcessa ROEHave ahold % of35% orlessSet up aperiodic planwithin aRetirmentaccountHelp fillout/send anAMA orstandingpayment formSubmit ashine onaward forsomeone whodeserves itAssist officein updatingan RMD planReceive a callon somethingthat is past itsdeadline(LOL)Assist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Answer45+ callsin a dayHave a holdtime of 2minutes orlessSet up aPeriodic planin a nonRetirmentaccountHelp assistat least 2houseaccounts ina dayHelpprocessan in kindJournalHelp sendan IRA OneTime viaDocuSignProcessan RMDvia ajournalLearnsomethingnew aboutone of yourco-workersProcessan RMDvia Checkand EFTSubmit aravingfanTake a pictureof you enjoyinga deliciousbagel in theofficeReach out toShane and tellhim what anamazing job hedid on this (Lol)Reach out toa coworkerto wishHappyHolidaysEitheropen/edit anaccount inDigitalOnboardingHave anACW < 1MinuteHave a caseloadof 5 or lessby end ofdayProcessa ROEHave ahold % of35% orlessSet up aperiodic planwithin aRetirmentaccountHelp fillout/send anAMA orstandingpayment formSubmit ashine onaward forsomeone whodeserves itAssist officein updatingan RMD planReceive a callon somethingthat is past itsdeadline(LOL)Assist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Answer45+ callsin a dayHave a holdtime of 2minutes orlessSet up aPeriodic planin a nonRetirmentaccountHelp assistat least 2houseaccounts ina dayHelpprocessan in kindJournalHelp sendan IRA OneTime viaDocuSignProcessan RMDvia ajournal

The SC's Year End Bingo Blast - 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. Learn something new about one of your co-workers
  2. Process an RMD via Check and EFT
  3. Submit a raving fan
  4. Take a picture of you enjoying a delicious bagel in the office
  5. Reach out to Shane and tell him what an amazing job he did on this (Lol)
  6. Reach out to a coworker to wish Happy Holidays
  7. Either open/edit an account in Digital Onboarding
  8. Have an ACW < 1 Minute
  9. Have a case load of 5 or less by end of day
  10. Process a ROE
  11. Have a hold % of 35% or less
  12. Set up a periodic plan within a Retirment account
  13. Help fill out/send an AMA or standing payment form
  14. Submit a shine on award for someone who deserves it
  15. Assist office in updating an RMD plan
  16. Receive a call on something that is past its deadline (LOL)
  17. Assist an office in money movement to a DAF (can be a case creation or helping an office in ICP)
  18. Answer 45+ calls in a day
  19. Have a hold time of 2 minutes or less
  20. Set up a Periodic plan in a non Retirment account
  21. Help assist at least 2 house accounts in a day
  22. Help process an in kind Journal
  23. Help send an IRA One Time via DocuSign
  24. Process an RMD via a journal