AccessIBPMEmailStatementRequiredMinimumDistribution"RMD"AccessTAS3rd Partyasking forinfo withoutptp on callBalanceunder$100Balanceover$500,000LoanPayoffDivorce"QDRO"AddressUpdateInvestmentTransferRolloverWithdrawalDeferralIncreaseReplacementCheck/ ACHProductRep aWithdrawalBalanceover$100,000Repprovidesdistributionoptions59 1/2WithdrawalTransfer toOnboardingCaller"Where ismymoney?"Using'Who doyou call?'ProductRep aLoanTransferto Roll-InHardshipWithdrawalComplimentCallCallHelplineAccessKnowledgeArticlesAccessExpressBreach ofSecurityUseformAccessOneSourceBalanceunder$500DeathClaimBalanceover$1,000,000Rep submitsResearchWork OrderTransfer toPrincipalConnectionPasswordResetMasterfileAdd aSecurityQuestionUnableto locateaccountVoiance(languageline) callCannotverifycallerProductRep aDistributionEmail1099RAccessIBPMEmailStatementRequiredMinimumDistribution"RMD"AccessTAS3rd Partyasking forinfo withoutptp on callBalanceunder$100Balanceover$500,000LoanPayoffDivorce"QDRO"AddressUpdateInvestmentTransferRolloverWithdrawalDeferralIncreaseReplacementCheck/ ACHProductRep aWithdrawalBalanceover$100,000Repprovidesdistributionoptions59 1/2WithdrawalTransfer toOnboardingCaller"Where ismymoney?"Using'Who doyou call?'ProductRep aLoanTransferto Roll-InHardshipWithdrawalComplimentCallCallHelplineAccessKnowledgeArticlesAccessExpressBreach ofSecurityUseformAccessOneSourceBalanceunder$500DeathClaimBalanceover$1,000,000Rep submitsResearchWork OrderTransfer toPrincipalConnectionPasswordResetMasterfileAdd aSecurityQuestionUnableto locateaccountVoiance(languageline) callCannotverifycallerProductRep aDistributionEmail1099R

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