Help fillout/send anAMA orstandingpayment formReach out toa coworkerto wishHappyHolidaysTake a pictureof you enjoyinga deliciousbagel in theofficeReceive a callon somethingthat is past itsdeadline(LOL)Eitheropen/edit anaccount inDigitalOnboardingHelpprocessan in kindJournalHelp sendan IRA OneTime viaDocuSignProcessan RMDvia Checkand EFTHave ahold % of35% orlessHave anACW < 1MinuteHave a holdtime of 2minutes orlessProcessan RMDvia ajournalAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Set up aperiodic planwithin aRetirmentaccountAnswer45+ callsin a dayLearnsomethingnew aboutone of yourco-workersReach out toShane and tellhim what anamazing job hedid on this (Lol)Processa ROESubmit ashine onaward forsomeone whodeserves itHelp assistat least 2houseaccounts ina daySubmit aravingfanSet up aPeriodic planin a nonRetirmentaccountAssist officein updatingan RMD planHave a caseloadof 5 or lessby end ofdayHelp fillout/send anAMA orstandingpayment formReach out toa coworkerto wishHappyHolidaysTake a pictureof you enjoyinga deliciousbagel in theofficeReceive a callon somethingthat is past itsdeadline(LOL)Eitheropen/edit anaccount inDigitalOnboardingHelpprocessan in kindJournalHelp sendan IRA OneTime viaDocuSignProcessan RMDvia Checkand EFTHave ahold % of35% orlessHave anACW < 1MinuteHave a holdtime of 2minutes orlessProcessan RMDvia ajournalAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Set up aperiodic planwithin aRetirmentaccountAnswer45+ callsin a dayLearnsomethingnew aboutone of yourco-workersReach out toShane and tellhim what anamazing job hedid on this (Lol)Processa ROESubmit ashine onaward forsomeone whodeserves itHelp assistat least 2houseaccounts ina daySubmit aravingfanSet up aPeriodic planin a nonRetirmentaccountAssist officein updatingan RMD planHave a caseloadof 5 or lessby end ofday

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