Processan RMDvia Checkand EFTHave ahold % of35% orlessHave anACW < 1MinuteAnswer45+ callsin a dayReceive a callon somethingthat is past itsdeadline(LOL)Assist officein updatingan RMD planSubmit ashine onaward forsomeone whodeserves itHave a caseloadof 5 or lessby end ofdayTake a pictureof you enjoyinga deliciousbagel in theofficeHelpprocessan in kindJournalSet up aperiodic planwithin aRetirmentaccountProcessa ROEHelp assistat least 2houseaccounts ina dayHelp sendan IRA OneTime viaDocuSignSet up aPeriodic planin a nonRetirmentaccountSubmit aravingfanLearnsomethingnew aboutone of yourco-workersProcessan RMDvia ajournalEitheropen/edit anaccount inDigitalOnboardingReach out toShane and tellhim what anamazing job hedid on this (Lol)Help fillout/send anAMA orstandingpayment formReach out toa coworkerto wishHappyHolidaysHave a holdtime of 2minutes orlessAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Processan RMDvia Checkand EFTHave ahold % of35% orlessHave anACW < 1MinuteAnswer45+ callsin a dayReceive a callon somethingthat is past itsdeadline(LOL)Assist officein updatingan RMD planSubmit ashine onaward forsomeone whodeserves itHave a caseloadof 5 or lessby end ofdayTake a pictureof you enjoyinga deliciousbagel in theofficeHelpprocessan in kindJournalSet up aperiodic planwithin aRetirmentaccountProcessa ROEHelp assistat least 2houseaccounts ina dayHelp sendan IRA OneTime viaDocuSignSet up aPeriodic planin a nonRetirmentaccountSubmit aravingfanLearnsomethingnew aboutone of yourco-workersProcessan RMDvia ajournalEitheropen/edit anaccount inDigitalOnboardingReach out toShane and tellhim what anamazing job hedid on this (Lol)Help fillout/send anAMA orstandingpayment formReach out toa coworkerto wishHappyHolidaysHave a holdtime of 2minutes orlessAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)

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