ProductRep aLoanUsing'Who doyou call?'LoanPayoffDivorce"QDRO"DeathClaimBalanceover$500,000InvestmentTransferRolloverWithdrawalBalanceover$100,000Transferto Roll-InBalanceover$1,000,000Add aSecurityQuestionEmailStatement3rd Partyasking forinfo withoutptp on callRepprovidesdistributionoptionsAccessIBPMAddressUpdateAccessTASBalanceunder$100Transfer toPrincipalConnectionUnableto locateaccountAccessKnowledgeArticlesTransfer toOnboardingVoiance(languageline) call59 1/2WithdrawalDeferralIncreaseProductRep aDistributionCaller"Where ismymoney?"Email1099RRequiredMinimumDistribution"RMD"AccessExpressPasswordResetAccessOneSourceHardshipWithdrawalMasterfileReplacementCheck/ ACHProductRep aWithdrawalRep submitsResearchWork OrderComplimentCallBreach ofSecurityUseformCannotverifycallerCallHelplineBalanceunder$500ProductRep aLoanUsing'Who doyou call?'LoanPayoffDivorce"QDRO"DeathClaimBalanceover$500,000InvestmentTransferRolloverWithdrawalBalanceover$100,000Transferto Roll-InBalanceover$1,000,000Add aSecurityQuestionEmailStatement3rd Partyasking forinfo withoutptp on callRepprovidesdistributionoptionsAccessIBPMAddressUpdateAccessTASBalanceunder$100Transfer toPrincipalConnectionUnableto locateaccountAccessKnowledgeArticlesTransfer toOnboardingVoiance(languageline) call59 1/2WithdrawalDeferralIncreaseProductRep aDistributionCaller"Where ismymoney?"Email1099RRequiredMinimumDistribution"RMD"AccessExpressPasswordResetAccessOneSourceHardshipWithdrawalMasterfileReplacementCheck/ ACHProductRep aWithdrawalRep submitsResearchWork OrderComplimentCallBreach ofSecurityUseformCannotverifycallerCallHelplineBalanceunder$500

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