Take a pictureof you enjoyinga deliciousbagel in theofficeEitheropen/edit anaccount inDigitalOnboardingHelp assistat least 2houseaccounts ina daySubmit ashine onaward forsomeone whodeserves itHave a caseloadof 5 or lessby end ofdayHave anaverage holdtime of 2minutes orlessReach out toShane and tellhim what anamazing job hedid on this (Lol)Processa ROESet up aPeriodic planin a nonRetirmentaccountProcessan RMDvia ajournalAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Submit aravingfanHelp fillout/send anAMA orstandingpayment formAnswer45+ callsin a dayHave anaverage hold% of 35% orlessHelpprocessan in kindJournalAssist officein updatingan RMD planReceive a callon somethingthat is past itsdeadline(LOL)Reach out toa coworkerto wishHappyHolidaysSet up aperiodic planwithin aRetirmentaccountHave anaverageACW < 1MinuteLearnsomethingnew aboutone of yourco-workersHelp sendan IRA OneTime viaDocuSignProcessan RMDvia CheckOR EFTTake a pictureof you enjoyinga deliciousbagel in theofficeEitheropen/edit anaccount inDigitalOnboardingHelp assistat least 2houseaccounts ina daySubmit ashine onaward forsomeone whodeserves itHave a caseloadof 5 or lessby end ofdayHave anaverage holdtime of 2minutes orlessReach out toShane and tellhim what anamazing job hedid on this (Lol)Processa ROESet up aPeriodic planin a nonRetirmentaccountProcessan RMDvia ajournalAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Submit aravingfanHelp fillout/send anAMA orstandingpayment formAnswer45+ callsin a dayHave anaverage hold% of 35% orlessHelpprocessan in kindJournalAssist officein updatingan RMD planReceive a callon somethingthat is past itsdeadline(LOL)Reach out toa coworkerto wishHappyHolidaysSet up aperiodic planwithin aRetirmentaccountHave anaverageACW < 1MinuteLearnsomethingnew aboutone of yourco-workersHelp sendan IRA OneTime viaDocuSignProcessan RMDvia CheckOR EFT

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