ComplimentCallTransfer toPrincipalConnectionBalanceover$1,000,000Balanceover$500,000HardshipWithdrawalUsing'Who doyou call?'CallHelplineTransferto Roll-InRepprovidesdistributionoptionsRep submitsResearchWork OrderBalanceunder$100RolloverWithdrawal59 1/2WithdrawalDivorce"QDRO"AccessOneSourceMasterfileBalanceunder$500AccessExpressVoiance(languageline) callEmailStatementDeathClaimProductRep aDistributionBalanceover$100,000CannotverifycallerInvestmentTransferTransfer toOnboardingAdd aSecurityQuestionLoanPayoffBreach ofSecurityUseformProductRep aWithdrawalAccessIBPMUnableto locateaccountDeferralIncreaseProductRep aLoanAccessTASPasswordResetAccessKnowledgeArticlesAddressUpdate3rd Partyasking forinfo withoutptp on callEmail1099RRequiredMinimumDistribution"RMD"ReplacementCheck/ ACHCaller"Where ismymoney?"ComplimentCallTransfer toPrincipalConnectionBalanceover$1,000,000Balanceover$500,000HardshipWithdrawalUsing'Who doyou call?'CallHelplineTransferto Roll-InRepprovidesdistributionoptionsRep submitsResearchWork OrderBalanceunder$100RolloverWithdrawal59 1/2WithdrawalDivorce"QDRO"AccessOneSourceMasterfileBalanceunder$500AccessExpressVoiance(languageline) callEmailStatementDeathClaimProductRep aDistributionBalanceover$100,000CannotverifycallerInvestmentTransferTransfer toOnboardingAdd aSecurityQuestionLoanPayoffBreach ofSecurityUseformProductRep aWithdrawalAccessIBPMUnableto locateaccountDeferralIncreaseProductRep aLoanAccessTASPasswordResetAccessKnowledgeArticlesAddressUpdate3rd Partyasking forinfo withoutptp on callEmail1099RRequiredMinimumDistribution"RMD"ReplacementCheck/ ACHCaller"Where ismymoney?"

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