InvestmentTransferDeferralIncreaseProductRep aWithdrawalBalanceover$500,000Unableto locateaccountLoanPayoffProductRep aDistributionAccessIBPMAccessOneSourceBalanceunder$100EmailStatementTransfer toOnboardingRep submitsResearchWork OrderComplimentCallHardshipWithdrawalBreach ofSecurityUseformBalanceover$1,000,000AddressUpdateAccessTASEmail1099RBalanceover$100,00059 1/2WithdrawalReplacementCheck/ ACHProductRep aLoan3rd Partyasking forinfo withoutptp on callTransferto Roll-InRolloverWithdrawalDivorce"QDRO"Balanceunder$500Caller"Where ismymoney?"CallHelplineAccessKnowledgeArticlesUsing'Who doyou call?'Transfer toPrincipalConnectionCannotverifycallerDeathClaimAdd aSecurityQuestionMasterfileVoiance(languageline) callRepprovidesdistributionoptionsAccessExpressPasswordResetRequiredMinimumDistribution"RMD"InvestmentTransferDeferralIncreaseProductRep aWithdrawalBalanceover$500,000Unableto locateaccountLoanPayoffProductRep aDistributionAccessIBPMAccessOneSourceBalanceunder$100EmailStatementTransfer toOnboardingRep submitsResearchWork OrderComplimentCallHardshipWithdrawalBreach ofSecurityUseformBalanceover$1,000,000AddressUpdateAccessTASEmail1099RBalanceover$100,00059 1/2WithdrawalReplacementCheck/ ACHProductRep aLoan3rd Partyasking forinfo withoutptp on callTransferto Roll-InRolloverWithdrawalDivorce"QDRO"Balanceunder$500Caller"Where ismymoney?"CallHelplineAccessKnowledgeArticlesUsing'Who doyou call?'Transfer toPrincipalConnectionCannotverifycallerDeathClaimAdd aSecurityQuestionMasterfileVoiance(languageline) callRepprovidesdistributionoptionsAccessExpressPasswordResetRequiredMinimumDistribution"RMD"

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