(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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Process a ROE
Process an RMD via Check OR EFT
Set up a Periodic plan in a non Retirment account
Have a case load
of 5 or less by end of day
Have an average hold % of 35% or less
Submit a shine on award for someone who deserves it
Take a picture of you enjoying a delicious bagel in the office
Learn something new about one of your co-workers
Reach out to a coworker to wish Happy Holidays
Help fill out/send an AMA or standing payment form
Process an RMD via a journal
Either open/edit an account in Digital Onboarding
Set up a periodic plan within a Retirment account
Reach out to Shane and tell him what an amazing job he did on this (Lol)
Answer 45+ calls in a day
Help send an IRA One Time via DocuSign
Assist an office in money movement to a DAF (can be a case creation or helping an office in ICP)
Receive a call on something that is past its deadline (LOL)