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