AddressUpdateCannotverifycallerTransfer toOnboardingAccessTASBalanceover$1,000,000Voiance(languageline) callRepprovidesdistributionoptionsAccessExpressAccessOneSourceTransfer toPrincipalConnectionCallHelplineUnableto locateaccount3rd Partyasking forinfo withoutptp on callUsing'Who doyou call?'Balanceunder$500Rep submitsResearchWork OrderCaller"Where ismymoney?"ProductRep aDistributionRolloverWithdrawalRequiredMinimumDistribution"RMD"Balanceover$500,000ProductRep aLoanHardshipWithdrawalPasswordResetEmail1099RDeathClaimDivorce"QDRO"Transferto Roll-InReplacementCheck/ ACHAdd aSecurityQuestionBalanceunder$100LoanPayoffAccessIBPMBalanceover$100,000ProductRep aWithdrawalInvestmentTransferAccessKnowledgeArticlesMasterfileDeferralIncrease59 1/2WithdrawalBreach ofSecurityUseformEmailStatementComplimentCallAddressUpdateCannotverifycallerTransfer toOnboardingAccessTASBalanceover$1,000,000Voiance(languageline) callRepprovidesdistributionoptionsAccessExpressAccessOneSourceTransfer toPrincipalConnectionCallHelplineUnableto locateaccount3rd Partyasking forinfo withoutptp on callUsing'Who doyou call?'Balanceunder$500Rep submitsResearchWork OrderCaller"Where ismymoney?"ProductRep aDistributionRolloverWithdrawalRequiredMinimumDistribution"RMD"Balanceover$500,000ProductRep aLoanHardshipWithdrawalPasswordResetEmail1099RDeathClaimDivorce"QDRO"Transferto Roll-InReplacementCheck/ ACHAdd aSecurityQuestionBalanceunder$100LoanPayoffAccessIBPMBalanceover$100,000ProductRep aWithdrawalInvestmentTransferAccessKnowledgeArticlesMasterfileDeferralIncrease59 1/2WithdrawalBreach ofSecurityUseformEmailStatementComplimentCall

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