Reach out toa coworkerto wishHappyHolidaysTake a pictureof you enjoyinga deliciousbagel in theofficeHave ahold % of35% orlessHelp sendan IRA OneTime viaDocuSignProcessa ROEAssist officein updatingan RMD planHave a caseloadof 5 or lessby end ofdayProcessan RMDvia ajournalHave a holdtime of 2minutes orlessHelp assistat least 2houseaccounts ina dayHelpprocessan in kindJournalAnswer45+ callsin a dayAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Eitheropen/edit anaccount inDigitalOnboardingSet up aPeriodic planin a nonRetirmentaccountLearnsomethingnew aboutone of yourco-workersHave anACW < 1MinuteSet up aperiodic planwithin aRetirmentaccountReceive a callon somethingthat is past itsdeadline(LOL)Reach out toShane and tellhim what anamazing job hedid on this (Lol)Submit aravingfanHelp fillout/send anAMA orstandingpayment formProcessan RMDvia Checkand EFTSubmit ashine onaward forsomeone whodeserves itReach out toa coworkerto wishHappyHolidaysTake a pictureof you enjoyinga deliciousbagel in theofficeHave ahold % of35% orlessHelp sendan IRA OneTime viaDocuSignProcessa ROEAssist officein updatingan RMD planHave a caseloadof 5 or lessby end ofdayProcessan RMDvia ajournalHave a holdtime of 2minutes orlessHelp assistat least 2houseaccounts ina dayHelpprocessan in kindJournalAnswer45+ callsin a dayAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Eitheropen/edit anaccount inDigitalOnboardingSet up aPeriodic planin a nonRetirmentaccountLearnsomethingnew aboutone of yourco-workersHave anACW < 1MinuteSet up aperiodic planwithin aRetirmentaccountReceive a callon somethingthat is past itsdeadline(LOL)Reach out toShane and tellhim what anamazing job hedid on this (Lol)Submit aravingfanHelp fillout/send anAMA orstandingpayment formProcessan RMDvia Checkand EFTSubmit ashine onaward forsomeone whodeserves it

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