ProductRep aWithdrawalAccessOneSourceAdd aSecurityQuestionTransfer toOnboardingReplacementCheck/ ACHMasterfileRepprovidesdistributionoptionsBreach ofSecurityUseform3rd Partyasking forinfo withoutptp on callLoanPayoffDeferralIncreaseUnableto locateaccountEmail1099RAccessExpressRolloverWithdrawalCallHelpline59 1/2WithdrawalBalanceunder$100InvestmentTransferDivorce"QDRO"Rep submitsResearchWork OrderRequiredMinimumDistribution"RMD"PasswordResetUsing'Who doyou call?'Caller"Where ismymoney?"Transfer toPrincipalConnectionVoiance(languageline) callHardshipWithdrawalBalanceover$1,000,000AccessIBPMAddressUpdateDeathClaimEmailStatementProductRep aLoanComplimentCallCannotverifycallerBalanceover$500,000Balanceunder$500Balanceover$100,000Transferto Roll-InAccessTASProductRep aDistributionAccessKnowledgeArticlesProductRep aWithdrawalAccessOneSourceAdd aSecurityQuestionTransfer toOnboardingReplacementCheck/ ACHMasterfileRepprovidesdistributionoptionsBreach ofSecurityUseform3rd Partyasking forinfo withoutptp on callLoanPayoffDeferralIncreaseUnableto locateaccountEmail1099RAccessExpressRolloverWithdrawalCallHelpline59 1/2WithdrawalBalanceunder$100InvestmentTransferDivorce"QDRO"Rep submitsResearchWork OrderRequiredMinimumDistribution"RMD"PasswordResetUsing'Who doyou call?'Caller"Where ismymoney?"Transfer toPrincipalConnectionVoiance(languageline) callHardshipWithdrawalBalanceover$1,000,000AccessIBPMAddressUpdateDeathClaimEmailStatementProductRep aLoanComplimentCallCannotverifycallerBalanceover$500,000Balanceunder$500Balanceover$100,000Transferto Roll-InAccessTASProductRep aDistributionAccessKnowledgeArticles

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.


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