LoanPayoffBalanceunder$500AccessOneSourceCaller"Where ismymoney?"MasterfileProductRep aDistributionAddressUpdateEmailStatementUsing'Who doyou call?'Divorce"QDRO"AccessTASBalanceover$500,000Rep submitsResearchWork OrderAccessIBPMCannotverifycallerTransferto Roll-InPasswordResetEmail1099RBalanceunder$100AccessKnowledgeArticlesAdd aSecurityQuestionCallHelplineRequiredMinimumDistribution"RMD"ProductRep aWithdrawalComplimentCall3rd Partyasking forinfo withoutptp on callReplacementCheck/ ACHHardshipWithdrawalBalanceover$1,000,000DeferralIncreaseUnableto locateaccountBalanceover$100,000Breach ofSecurityUseformRolloverWithdrawal59 1/2WithdrawalTransfer toPrincipalConnectionAccessExpressProductRep aLoanDeathClaimRepprovidesdistributionoptionsInvestmentTransferVoiance(languageline) callTransfer toOnboardingLoanPayoffBalanceunder$500AccessOneSourceCaller"Where ismymoney?"MasterfileProductRep aDistributionAddressUpdateEmailStatementUsing'Who doyou call?'Divorce"QDRO"AccessTASBalanceover$500,000Rep submitsResearchWork OrderAccessIBPMCannotverifycallerTransferto Roll-InPasswordResetEmail1099RBalanceunder$100AccessKnowledgeArticlesAdd aSecurityQuestionCallHelplineRequiredMinimumDistribution"RMD"ProductRep aWithdrawalComplimentCall3rd Partyasking forinfo withoutptp on callReplacementCheck/ ACHHardshipWithdrawalBalanceover$1,000,000DeferralIncreaseUnableto locateaccountBalanceover$100,000Breach ofSecurityUseformRolloverWithdrawal59 1/2WithdrawalTransfer toPrincipalConnectionAccessExpressProductRep aLoanDeathClaimRepprovidesdistributionoptionsInvestmentTransferVoiance(languageline) callTransfer toOnboarding

Service Observe Bingo - write down the name of the rep you were observing with when you get each square. - 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. Loan Payoff
  2. Balance under $500
  3. Access OneSource
  4. Caller "Where is my money?"
  5. Masterfile
  6. Product Rep a Distribution
  7. Address Update
  8. Email Statement
  9. Using 'Who do you call?'
  10. Divorce "QDRO"
  11. Access TAS
  12. Balance over $500,000
  13. Rep submits Research Work Order
  14. Access IBPM
  15. Cannot verify caller
  16. Transfer to Roll-In
  17. Password Reset
  18. Email 1099R
  19. Balance under $100
  20. Access Knowledge Articles
  21. Add a Security Question
  22. Call Helpline
  23. Required Minimum Distribution "RMD"
  24. Product Rep a Withdrawal
  25. Compliment Call
  26. 3rd Party asking for info without ptp on call
  27. Replacement Check/ ACH
  28. Hardship Withdrawal
  29. Balance over $1,000,000
  30. Deferral Increase
  31. Unable to locate account
  32. Balance over $100,000
  33. Breach of Security Useform
  34. Rollover Withdrawal
  35. 59 1/2 Withdrawal
  36. Transfer to Principal Connection
  37. Access Express
  38. Product Rep a Loan
  39. Death Claim
  40. Rep provides distribution options
  41. Investment Transfer
  42. Voiance (language line) call
  43. Transfer to Onboarding