Set up aperiodic planwithin aRetirmentaccountAssist officein updatingan RMD planReach out toShane and tellhim what anamazing job hedid on this (Lol)Take a pictureof you enjoyinga deliciousbagel in theofficeProcessa ROEHave anaverage holdtime of 2minutes orlessSubmit aravingfanSubmit ashine onaward forsomeone whodeserves itHelp sendan IRA OneTime viaDocuSignProcessan RMDvia CheckOR EFTAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Have a caseloadof 5 or lessby end ofdayReach out toa coworkerto wishHappyHolidaysHave anaverage hold% of 35% orlessEitheropen/edit anaccount inDigitalOnboardingProcessan RMDvia ajournalReceive a callon somethingthat is past itsdeadline(LOL)Help assistat least 2houseaccounts ina dayHelp fillout/send anAMA orstandingpayment formLearnsomethingnew aboutone of yourco-workersHelpprocessan in kindJournalHave anaverageACW < 1MinuteSet up aPeriodic planin a nonRetirmentaccountAnswer45+ callsin a daySet up aperiodic planwithin aRetirmentaccountAssist officein updatingan RMD planReach out toShane and tellhim what anamazing job hedid on this (Lol)Take a pictureof you enjoyinga deliciousbagel in theofficeProcessa ROEHave anaverage holdtime of 2minutes orlessSubmit aravingfanSubmit ashine onaward forsomeone whodeserves itHelp sendan IRA OneTime viaDocuSignProcessan RMDvia CheckOR EFTAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Have a caseloadof 5 or lessby end ofdayReach out toa coworkerto wishHappyHolidaysHave anaverage hold% of 35% orlessEitheropen/edit anaccount inDigitalOnboardingProcessan RMDvia ajournalReceive a callon somethingthat is past itsdeadline(LOL)Help assistat least 2houseaccounts ina dayHelp fillout/send anAMA orstandingpayment formLearnsomethingnew aboutone of yourco-workersHelpprocessan in kindJournalHave anaverageACW < 1MinuteSet up aPeriodic planin a nonRetirmentaccountAnswer45+ callsin a day

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