Eitheropen/edit anaccount inDigitalOnboardingHelp fillout/send anAMA orstandingpayment formHave anaverageACW < 1MinuteReceive a callon somethingthat is past itsdeadline(LOL)Help sendan IRA OneTime viaDocuSignSet up aPeriodic planin a nonRetirmentaccountHave anaverage holdtime of 2minutes orlessHave anaverage hold% of 35% orlessProcessa ROESubmit ashine onaward forsomeone whodeserves itAnswer45+ callsin a dayHelpprocessan in kindJournalLearnsomethingnew aboutone of yourco-workersHave a caseloadof 5 or lessby end ofdayHelp assistat least 2houseaccounts ina daySubmit aravingfanReach out toa coworkerto wishHappyHolidaysProcessan RMDvia ajournalAssist officein updatingan RMD planSet up aperiodic planwithin aRetirmentaccountReach out toShane and tellhim what anamazing job hedid on this (Lol)Assist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Take a pictureof you enjoyinga deliciousbagel in theofficeProcessan RMDvia CheckOR EFTEitheropen/edit anaccount inDigitalOnboardingHelp fillout/send anAMA orstandingpayment formHave anaverageACW < 1MinuteReceive a callon somethingthat is past itsdeadline(LOL)Help sendan IRA OneTime viaDocuSignSet up aPeriodic planin a nonRetirmentaccountHave anaverage holdtime of 2minutes orlessHave anaverage hold% of 35% orlessProcessa ROESubmit ashine onaward forsomeone whodeserves itAnswer45+ callsin a dayHelpprocessan in kindJournalLearnsomethingnew aboutone of yourco-workersHave a caseloadof 5 or lessby end ofdayHelp assistat least 2houseaccounts ina daySubmit aravingfanReach out toa coworkerto wishHappyHolidaysProcessan RMDvia ajournalAssist officein updatingan RMD planSet up aperiodic planwithin aRetirmentaccountReach out toShane and tellhim what anamazing job hedid on this (Lol)Assist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Take a pictureof you enjoyinga deliciousbagel in theofficeProcessan 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. Either open/edit an account in Digital Onboarding
  2. Help fill out/send an AMA or standing payment form
  3. Have an average ACW < 1 Minute
  4. Receive a call on something that is past its deadline (LOL)
  5. Help send an IRA One Time via DocuSign
  6. Set up a Periodic plan in a non Retirment account
  7. Have an average hold time of 2 minutes or less
  8. Have an average hold % of 35% or less
  9. Process a ROE
  10. Submit a shine on award for someone who deserves it
  11. Answer 45+ calls in a day
  12. Help process an in kind Journal
  13. Learn something new about one of your co-workers
  14. Have a case load of 5 or less by end of day
  15. Help assist at least 2 house accounts in a day
  16. Submit a raving fan
  17. Reach out to a coworker to wish Happy Holidays
  18. Process an RMD via a journal
  19. Assist office in updating an RMD plan
  20. Set up a periodic plan within a Retirment account
  21. Reach out to Shane and tell him what an amazing job he did on this (Lol)
  22. Assist an office in money movement to a DAF (can be a case creation or helping an office in ICP)
  23. Take a picture of you enjoying a delicious bagel in the office
  24. Process an RMD via Check OR EFT