ReplacementCheck/ ACH59 1/2WithdrawalUnableto locateaccountAccessExpressDivorce"QDRO"InvestmentTransferCaller"Where ismymoney?"ProductRep aDistributionMasterfileAddressUpdateDeathClaimEmailStatementAccessOneSourceAdd aSecurityQuestionAccessIBPMRep submitsResearchWork OrderBalanceover$1,000,000Breach ofSecurityUseformAccessKnowledgeArticlesRequiredMinimumDistribution"RMD"Using'Who doyou call?'ProductRep aWithdrawalEmail1099RVoiance(languageline) callPasswordResetBalanceunder$500ComplimentCallLoanPayoffAccessTASBalanceunder$100Balanceover$100,000CannotverifycallerRepprovidesdistributionoptionsCallHelplineHardshipWithdrawalTransferto Roll-In3rd Partyasking forinfo withoutptp on callTransfer toOnboardingDeferralIncreaseProductRep aLoanBalanceover$500,000RolloverWithdrawalTransfer toPrincipalConnectionReplacementCheck/ ACH59 1/2WithdrawalUnableto locateaccountAccessExpressDivorce"QDRO"InvestmentTransferCaller"Where ismymoney?"ProductRep aDistributionMasterfileAddressUpdateDeathClaimEmailStatementAccessOneSourceAdd aSecurityQuestionAccessIBPMRep submitsResearchWork OrderBalanceover$1,000,000Breach ofSecurityUseformAccessKnowledgeArticlesRequiredMinimumDistribution"RMD"Using'Who doyou call?'ProductRep aWithdrawalEmail1099RVoiance(languageline) callPasswordResetBalanceunder$500ComplimentCallLoanPayoffAccessTASBalanceunder$100Balanceover$100,000CannotverifycallerRepprovidesdistributionoptionsCallHelplineHardshipWithdrawalTransferto Roll-In3rd Partyasking forinfo withoutptp on callTransfer toOnboardingDeferralIncreaseProductRep aLoanBalanceover$500,000RolloverWithdrawalTransfer toPrincipalConnection

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