AccessOneSourceTransferto Roll-InRolloverWithdrawal3rd Partyasking forinfo withoutptp on callRequiredMinimumDistribution"RMD"HardshipWithdrawalDivorce"QDRO"59 1/2WithdrawalUnableto locateaccountDeathClaimTransfer toOnboardingProductRep aLoanRepprovidesdistributionoptionsRep submitsResearchWork OrderUsing'Who doyou call?'AccessKnowledgeArticlesComplimentCallEmailStatementAddressUpdateBreach ofSecurityUseformBalanceover$100,000Balanceover$500,000LoanPayoffTransfer toPrincipalConnectionInvestmentTransferEmail1099RAccessTASReplacementCheck/ ACHAccessIBPMCaller"Where ismymoney?"AccessExpressCannotverifycallerBalanceunder$100Balanceunder$500ProductRep aWithdrawalCallHelplineVoiance(languageline) callPasswordResetProductRep aDistributionAdd aSecurityQuestionBalanceover$1,000,000DeferralIncreaseMasterfileAccessOneSourceTransferto Roll-InRolloverWithdrawal3rd Partyasking forinfo withoutptp on callRequiredMinimumDistribution"RMD"HardshipWithdrawalDivorce"QDRO"59 1/2WithdrawalUnableto locateaccountDeathClaimTransfer toOnboardingProductRep aLoanRepprovidesdistributionoptionsRep submitsResearchWork OrderUsing'Who doyou call?'AccessKnowledgeArticlesComplimentCallEmailStatementAddressUpdateBreach ofSecurityUseformBalanceover$100,000Balanceover$500,000LoanPayoffTransfer toPrincipalConnectionInvestmentTransferEmail1099RAccessTASReplacementCheck/ ACHAccessIBPMCaller"Where ismymoney?"AccessExpressCannotverifycallerBalanceunder$100Balanceunder$500ProductRep aWithdrawalCallHelplineVoiance(languageline) callPasswordResetProductRep aDistributionAdd aSecurityQuestionBalanceover$1,000,000DeferralIncreaseMasterfile

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