Have a caseloadof 5 or lessby end ofdayLearnsomethingnew aboutone of yourco-workersTake a pictureof you enjoyinga deliciousbagel in theofficeReceive a callon somethingthat is past itsdeadline(LOL)Processan RMDvia ajournalSubmit aravingfanEitheropen/edit anaccount inDigitalOnboardingHave anACW < 1MinuteAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Reach out toShane and tellhim what anamazing job hedid on this (Lol)Answer45+ callsin a dayHelpprocessan in kindJournalHelp sendan IRA OneTime viaDocuSignSet up aperiodic planwithin aRetirmentaccountAssist officein updatingan RMD planProcessa ROEProcessan RMDvia Checkand EFTReach out toa coworkerto wishHappyHolidaysHave a holdtime of 2minutes orlessSet up aPeriodic planin a nonRetirmentaccountHelp assistat least 2houseaccounts ina dayHave ahold % of35% orlessSubmit ashine onaward forsomeone whodeserves itHelp fillout/send anAMA orstandingpayment formHave a caseloadof 5 or lessby end ofdayLearnsomethingnew aboutone of yourco-workersTake a pictureof you enjoyinga deliciousbagel in theofficeReceive a callon somethingthat is past itsdeadline(LOL)Processan RMDvia ajournalSubmit aravingfanEitheropen/edit anaccount inDigitalOnboardingHave anACW < 1MinuteAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Reach out toShane and tellhim what anamazing job hedid on this (Lol)Answer45+ callsin a dayHelpprocessan in kindJournalHelp sendan IRA OneTime viaDocuSignSet up aperiodic planwithin aRetirmentaccountAssist officein updatingan RMD planProcessa ROEProcessan RMDvia Checkand EFTReach out toa coworkerto wishHappyHolidaysHave a holdtime of 2minutes orlessSet up aPeriodic planin a nonRetirmentaccountHelp assistat least 2houseaccounts ina dayHave ahold % of35% orlessSubmit ashine onaward forsomeone whodeserves itHelp fillout/send anAMA orstandingpayment form

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