Processa ROEProcessan RMDvia CheckOR EFTSet up aPeriodic planin a nonRetirmentaccountHave a caseloadof 5 or lessby end ofdayHave anaverage hold% of 35% orlessSubmit ashine onaward forsomeone whodeserves itTake a pictureof you enjoyinga deliciousbagel in theofficeLearnsomethingnew aboutone of yourco-workersReach out toa coworkerto wishHappyHolidaysHelp fillout/send anAMA orstandingpayment formProcessan RMDvia ajournalEitheropen/edit anaccount inDigitalOnboardingSet up aperiodic planwithin aRetirmentaccountReach out toShane and tellhim what anamazing job hedid on this (Lol)Answer45+ callsin a dayHelp sendan IRA OneTime viaDocuSignAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Receive a callon somethingthat is past itsdeadline(LOL)Help assistat least 2houseaccounts ina dayHave anaverageACW < 1MinuteSubmit aravingfanHelpprocessan in kindJournalHave anaverage holdtime of 2minutes orlessAssist officein updatingan RMD planProcessa ROEProcessan RMDvia CheckOR EFTSet up aPeriodic planin a nonRetirmentaccountHave a caseloadof 5 or lessby end ofdayHave anaverage hold% of 35% orlessSubmit ashine onaward forsomeone whodeserves itTake a pictureof you enjoyinga deliciousbagel in theofficeLearnsomethingnew aboutone of yourco-workersReach out toa coworkerto wishHappyHolidaysHelp fillout/send anAMA orstandingpayment formProcessan RMDvia ajournalEitheropen/edit anaccount inDigitalOnboardingSet up aperiodic planwithin aRetirmentaccountReach out toShane and tellhim what anamazing job hedid on this (Lol)Answer45+ callsin a dayHelp sendan IRA OneTime viaDocuSignAssist an office inmoney movementto a DAF (can be acase creation orhelping an office inICP)Receive a callon somethingthat is past itsdeadline(LOL)Help assistat least 2houseaccounts ina dayHave anaverageACW < 1MinuteSubmit aravingfanHelpprocessan in kindJournalHave anaverage holdtime of 2minutes orlessAssist officein updatingan RMD plan

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