Balanceunder$100Balanceover$1,000,000Unableto locateaccountLoanPayoffDeferralIncreaseDivorce"QDRO"EmailStatementTransfer toPrincipalConnectionProductRep aWithdrawalBalanceover$100,000RequiredMinimumDistribution"RMD"3rd Partyasking forinfo withoutptp on callProductRep aDistributionVoiance(languageline) callBalanceunder$500InvestmentTransferTransfer toOnboardingRep submitsResearchWork OrderAccessOneSourceAddressUpdate59 1/2WithdrawalPasswordResetBalanceover$500,000MasterfileAdd aSecurityQuestionReplacementCheck/ ACHAccessTASTransferto Roll-InCallHelplineUsing'Who doyou call?'ComplimentCallProductRep aLoanAccessKnowledgeArticlesCaller"Where ismymoney?"HardshipWithdrawalEmail1099RRepprovidesdistributionoptionsRolloverWithdrawalAccessExpressAccessIBPMBreach ofSecurityUseformCannotverifycallerDeathClaimBalanceunder$100Balanceover$1,000,000Unableto locateaccountLoanPayoffDeferralIncreaseDivorce"QDRO"EmailStatementTransfer toPrincipalConnectionProductRep aWithdrawalBalanceover$100,000RequiredMinimumDistribution"RMD"3rd Partyasking forinfo withoutptp on callProductRep aDistributionVoiance(languageline) callBalanceunder$500InvestmentTransferTransfer toOnboardingRep submitsResearchWork OrderAccessOneSourceAddressUpdate59 1/2WithdrawalPasswordResetBalanceover$500,000MasterfileAdd aSecurityQuestionReplacementCheck/ ACHAccessTASTransferto Roll-InCallHelplineUsing'Who doyou call?'ComplimentCallProductRep aLoanAccessKnowledgeArticlesCaller"Where ismymoney?"HardshipWithdrawalEmail1099RRepprovidesdistributionoptionsRolloverWithdrawalAccessExpressAccessIBPMBreach ofSecurityUseformCannotverifycallerDeathClaim

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