Voiance(languageline) callAccessTASReplacementCheck/ ACHDeferralIncreaseDeathClaimProductRep aWithdrawal59 1/2WithdrawalRepprovidesdistributionoptionsEmail1099RComplimentCallAccessIBPMAddressUpdateAccessOneSourceRep submitsResearchWork OrderTransferto Roll-InRequiredMinimumDistribution"RMD"RolloverWithdrawalAdd aSecurityQuestionBalanceunder$500AccessKnowledgeArticlesUnableto locateaccountPasswordReset3rd Partyasking forinfo withoutptp on callBalanceover$1,000,000HardshipWithdrawalBalanceover$100,000AccessExpressBalanceunder$100ProductRep aDistributionLoanPayoffBreach ofSecurityUseformInvestmentTransferProductRep aLoanDivorce"QDRO"CannotverifycallerCallHelplineMasterfileTransfer toOnboardingCaller"Where ismymoney?"EmailStatementBalanceover$500,000Using'Who doyou call?'Transfer toPrincipalConnectionVoiance(languageline) callAccessTASReplacementCheck/ ACHDeferralIncreaseDeathClaimProductRep aWithdrawal59 1/2WithdrawalRepprovidesdistributionoptionsEmail1099RComplimentCallAccessIBPMAddressUpdateAccessOneSourceRep submitsResearchWork OrderTransferto Roll-InRequiredMinimumDistribution"RMD"RolloverWithdrawalAdd aSecurityQuestionBalanceunder$500AccessKnowledgeArticlesUnableto locateaccountPasswordReset3rd Partyasking forinfo withoutptp on callBalanceover$1,000,000HardshipWithdrawalBalanceover$100,000AccessExpressBalanceunder$100ProductRep aDistributionLoanPayoffBreach ofSecurityUseformInvestmentTransferProductRep aLoanDivorce"QDRO"CannotverifycallerCallHelplineMasterfileTransfer toOnboardingCaller"Where ismymoney?"EmailStatementBalanceover$500,000Using'Who doyou call?'Transfer toPrincipalConnection

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