Assist officein updatingan RMD planSubmit ashine onaward forsomeone whodeserves itHave a caseloadof 5 or lessby end ofdayReach out toa coworkerto wishHappyHolidaysAnswer45+ callsin a daySet up aperiodic planwithin aRetirmentaccountReach out toShane and tellhim what anamazing job hedid on this (Lol)Set up aPeriodic planin a nonRetirmentaccountProcessan RMDvia Checkand EFTEitheropen/edit anaccount inDigitalOnboardingTake a pictureof you enjoyinga deliciousbagel in theofficeHave anACW < 1MinuteHave ahold % of35% orlessProcessan RMDvia ajournalLearnsomethingnew aboutone of yourco-workersReceive a callon somethingthat is past itsdeadline(LOL)Submit aravingfanHave a holdtime of 2minutes orlessHelp sendan IRA OneTime viaDocuSignHelp fillout/send anAMA orstandingpayment formProcessa ROEHelp assistat least 2houseaccounts ina dayAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Helpprocessan in kindJournalAssist officein updatingan RMD planSubmit ashine onaward forsomeone whodeserves itHave a caseloadof 5 or lessby end ofdayReach out toa coworkerto wishHappyHolidaysAnswer45+ callsin a daySet up aperiodic planwithin aRetirmentaccountReach out toShane and tellhim what anamazing job hedid on this (Lol)Set up aPeriodic planin a nonRetirmentaccountProcessan RMDvia Checkand EFTEitheropen/edit anaccount inDigitalOnboardingTake a pictureof you enjoyinga deliciousbagel in theofficeHave anACW < 1MinuteHave ahold % of35% orlessProcessan RMDvia ajournalLearnsomethingnew aboutone of yourco-workersReceive a callon somethingthat is past itsdeadline(LOL)Submit aravingfanHave a holdtime of 2minutes orlessHelp sendan IRA OneTime viaDocuSignHelp fillout/send anAMA orstandingpayment formProcessa ROEHelp assistat least 2houseaccounts ina dayAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Helpprocessan in kindJournal

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