Have ahold % of35% orlessSet up aPeriodic planin a nonRetirmentaccountProcessa ROEProcessan RMDvia Checkand EFTLearnsomethingnew aboutone of yourco-workersProcessan RMDvia ajournalReach out toa coworkerto wishHappyHolidaysAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Submit aravingfanHave anACW < 1MinuteAssist officein updatingan RMD planSubmit ashine onaward forsomeone whodeserves itReceive a callon somethingthat is past itsdeadline(LOL)Help assistat least 2houseaccounts ina daySet up aperiodic planwithin aRetirmentaccountEitheropen/edit anaccount inDigitalOnboardingReach out toShane and tellhim what anamazing job hedid on this (Lol)Take a pictureof you enjoyinga deliciousbagel in theofficeHelp fillout/send anAMA orstandingpayment formHelpprocessan in kindJournalAnswer45+ callsin a dayHave a holdtime of 2minutes orlessHave a caseloadof 5 or lessby end ofdayHelp sendan IRA OneTime viaDocuSignHave ahold % of35% orlessSet up aPeriodic planin a nonRetirmentaccountProcessa ROEProcessan RMDvia Checkand EFTLearnsomethingnew aboutone of yourco-workersProcessan RMDvia ajournalReach out toa coworkerto wishHappyHolidaysAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Submit aravingfanHave anACW < 1MinuteAssist officein updatingan RMD planSubmit ashine onaward forsomeone whodeserves itReceive a callon somethingthat is past itsdeadline(LOL)Help assistat least 2houseaccounts ina daySet up aperiodic planwithin aRetirmentaccountEitheropen/edit anaccount inDigitalOnboardingReach out toShane and tellhim what anamazing job hedid on this (Lol)Take a pictureof you enjoyinga deliciousbagel in theofficeHelp fillout/send anAMA orstandingpayment formHelpprocessan in kindJournalAnswer45+ callsin a dayHave a holdtime of 2minutes orlessHave a caseloadof 5 or lessby end ofdayHelp sendan IRA OneTime viaDocuSign

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