AddressUpdateMasterfileAccessIBPMProductRep aWithdrawalLoanPayoffDeathClaimEmailStatementTransfer toPrincipalConnectionBalanceover$500,000Using'Who doyou call?'AccessKnowledgeArticlesDivorce"QDRO"DeferralIncreaseRepprovidesdistributionoptionsAccessExpressHardshipWithdrawalAdd aSecurityQuestionRequiredMinimumDistribution"RMD"PasswordResetBalanceover$1,000,000Balanceunder$100Breach ofSecurityUseformVoiance(languageline) callRolloverWithdrawalAccessTASAccessOneSourceTransfer toOnboardingCallHelplineBalanceunder$500CannotverifycallerRep submitsResearchWork Order3rd Partyasking forinfo withoutptp on callUnableto locateaccountBalanceover$100,00059 1/2WithdrawalReplacementCheck/ ACHProductRep aDistributionEmail1099RTransferto Roll-InComplimentCallProductRep aLoanCaller"Where ismymoney?"InvestmentTransferAddressUpdateMasterfileAccessIBPMProductRep aWithdrawalLoanPayoffDeathClaimEmailStatementTransfer toPrincipalConnectionBalanceover$500,000Using'Who doyou call?'AccessKnowledgeArticlesDivorce"QDRO"DeferralIncreaseRepprovidesdistributionoptionsAccessExpressHardshipWithdrawalAdd aSecurityQuestionRequiredMinimumDistribution"RMD"PasswordResetBalanceover$1,000,000Balanceunder$100Breach ofSecurityUseformVoiance(languageline) callRolloverWithdrawalAccessTASAccessOneSourceTransfer toOnboardingCallHelplineBalanceunder$500CannotverifycallerRep submitsResearchWork Order3rd Partyasking forinfo withoutptp on callUnableto locateaccountBalanceover$100,00059 1/2WithdrawalReplacementCheck/ ACHProductRep aDistributionEmail1099RTransferto Roll-InComplimentCallProductRep aLoanCaller"Where ismymoney?"InvestmentTransfer

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