Assist officein updatingan RMD planHelp fillout/send anAMA orstandingpayment formLearnsomethingnew aboutone of yourco-workersSet up aPeriodic planin a nonRetirmentaccountHave anaverageACW < 1MinuteAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Reach out toShane and tellhim what anamazing job hedid on this (Lol)Help sendan IRA OneTime viaDocuSignHelpprocessan in kindJournalReceive a callon somethingthat is past itsdeadline(LOL)Have a caseloadof 5 or lessby end ofdayProcessan RMDvia CheckOR EFTProcessa ROESubmit ashine onaward forsomeone whodeserves itTake a pictureof you enjoyinga deliciousbagel in theofficeHave anaverage holdtime of 2minutes orlessSet up aperiodic planwithin aRetirmentaccountHave anaverage hold% of 35% orlessSubmit aravingfanAnswer45+ callsin a dayProcessan RMDvia ajournalEitheropen/edit anaccount inDigitalOnboardingHelp assistat least 2houseaccounts ina dayReach out toa coworkerto wishHappyHolidaysAssist officein updatingan RMD planHelp fillout/send anAMA orstandingpayment formLearnsomethingnew aboutone of yourco-workersSet up aPeriodic planin a nonRetirmentaccountHave anaverageACW < 1MinuteAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Reach out toShane and tellhim what anamazing job hedid on this (Lol)Help sendan IRA OneTime viaDocuSignHelpprocessan in kindJournalReceive a callon somethingthat is past itsdeadline(LOL)Have a caseloadof 5 or lessby end ofdayProcessan RMDvia CheckOR EFTProcessa ROESubmit ashine onaward forsomeone whodeserves itTake a pictureof you enjoyinga deliciousbagel in theofficeHave anaverage holdtime of 2minutes orlessSet up aperiodic planwithin aRetirmentaccountHave anaverage hold% of 35% orlessSubmit aravingfanAnswer45+ callsin a dayProcessan RMDvia ajournalEitheropen/edit anaccount inDigitalOnboardingHelp assistat least 2houseaccounts ina dayReach out toa coworkerto wishHappyHolidays

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