Breach ofSecurityUseformAccessKnowledgeArticlesUnableto locateaccountHardshipWithdrawalProductRep aWithdrawalTransfer toOnboardingRolloverWithdrawalAdd aSecurityQuestionPasswordResetRequiredMinimumDistribution"RMD"AccessOneSourceComplimentCallEmailStatementEmail1099RCallHelpline3rd Partyasking forinfo withoutptp on callLoanPayoffAddressUpdateRepprovidesdistributionoptionsProductRep aDistributionMasterfileDeathClaimProductRep aLoanBalanceover$100,000Balanceunder$500DeferralIncreaseInvestmentTransferAccessExpressTransfer toPrincipalConnectionUsing'Who doyou call?'ReplacementCheck/ ACHBalanceover$500,00059 1/2WithdrawalAccessIBPMDivorce"QDRO"Voiance(languageline) callBalanceunder$100Rep submitsResearchWork OrderCaller"Where ismymoney?"CannotverifycallerAccessTASBalanceover$1,000,000Transferto Roll-InBreach ofSecurityUseformAccessKnowledgeArticlesUnableto locateaccountHardshipWithdrawalProductRep aWithdrawalTransfer toOnboardingRolloverWithdrawalAdd aSecurityQuestionPasswordResetRequiredMinimumDistribution"RMD"AccessOneSourceComplimentCallEmailStatementEmail1099RCallHelpline3rd Partyasking forinfo withoutptp on callLoanPayoffAddressUpdateRepprovidesdistributionoptionsProductRep aDistributionMasterfileDeathClaimProductRep aLoanBalanceover$100,000Balanceunder$500DeferralIncreaseInvestmentTransferAccessExpressTransfer toPrincipalConnectionUsing'Who doyou call?'ReplacementCheck/ ACHBalanceover$500,00059 1/2WithdrawalAccessIBPMDivorce"QDRO"Voiance(languageline) callBalanceunder$100Rep submitsResearchWork OrderCaller"Where ismymoney?"CannotverifycallerAccessTASBalanceover$1,000,000Transferto Roll-In

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