59 1/2WithdrawalCannotverifycallerCaller"Where ismymoney?"ComplimentCallRep submitsResearchWork Order3rd Partyasking forinfo withoutptp on callLoanPayoffInvestmentTransferEmailStatementRolloverWithdrawalAccessOneSourceUnableto locateaccountHardshipWithdrawalBalanceover$1,000,000AccessKnowledgeArticlesBreach ofSecurityUseformDivorce"QDRO"Balanceunder$100Balanceunder$500Transferto Roll-InEmail1099RAccessIBPMPasswordResetTransfer toOnboardingCallHelplineMasterfileAdd aSecurityQuestionAddressUpdateDeathClaimReplacementCheck/ ACHProductRep aLoanVoiance(languageline) callAccessTASBalanceover$100,000DeferralIncreaseAccessExpressBalanceover$500,000ProductRep aDistributionUsing'Who doyou call?'RequiredMinimumDistribution"RMD"Transfer toPrincipalConnectionRepprovidesdistributionoptionsProductRep aWithdrawal59 1/2WithdrawalCannotverifycallerCaller"Where ismymoney?"ComplimentCallRep submitsResearchWork Order3rd Partyasking forinfo withoutptp on callLoanPayoffInvestmentTransferEmailStatementRolloverWithdrawalAccessOneSourceUnableto locateaccountHardshipWithdrawalBalanceover$1,000,000AccessKnowledgeArticlesBreach ofSecurityUseformDivorce"QDRO"Balanceunder$100Balanceunder$500Transferto Roll-InEmail1099RAccessIBPMPasswordResetTransfer toOnboardingCallHelplineMasterfileAdd aSecurityQuestionAddressUpdateDeathClaimReplacementCheck/ ACHProductRep aLoanVoiance(languageline) callAccessTASBalanceover$100,000DeferralIncreaseAccessExpressBalanceover$500,000ProductRep aDistributionUsing'Who doyou call?'RequiredMinimumDistribution"RMD"Transfer toPrincipalConnectionRepprovidesdistributionoptionsProductRep aWithdrawal

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