AccessExpressAccessIBPMBreach ofSecurityUseformBalanceunder$100Transfer toPrincipalConnectionAccessTASAdd aSecurityQuestionCannotverifycallerRequiredMinimumDistribution"RMD"Caller"Where ismymoney?"Using'Who doyou call?'Transfer toOnboardingAccessKnowledgeArticlesMasterfileRep submitsResearchWork OrderInvestmentTransferDivorce"QDRO"ComplimentCallEmail1099RBalanceover$1,000,000AddressUpdateHardshipWithdrawal3rd Partyasking forinfo withoutptp on call59 1/2WithdrawalDeathClaimDeferralIncreaseAccessOneSourceBalanceunder$500ProductRep aDistributionProductRep aWithdrawalUnableto locateaccountEmailStatementRolloverWithdrawalReplacementCheck/ ACHBalanceover$500,000ProductRep aLoanCallHelplineLoanPayoffTransferto Roll-InRepprovidesdistributionoptionsVoiance(languageline) callBalanceover$100,000PasswordResetAccessExpressAccessIBPMBreach ofSecurityUseformBalanceunder$100Transfer toPrincipalConnectionAccessTASAdd aSecurityQuestionCannotverifycallerRequiredMinimumDistribution"RMD"Caller"Where ismymoney?"Using'Who doyou call?'Transfer toOnboardingAccessKnowledgeArticlesMasterfileRep submitsResearchWork OrderInvestmentTransferDivorce"QDRO"ComplimentCallEmail1099RBalanceover$1,000,000AddressUpdateHardshipWithdrawal3rd Partyasking forinfo withoutptp on call59 1/2WithdrawalDeathClaimDeferralIncreaseAccessOneSourceBalanceunder$500ProductRep aDistributionProductRep aWithdrawalUnableto locateaccountEmailStatementRolloverWithdrawalReplacementCheck/ ACHBalanceover$500,000ProductRep aLoanCallHelplineLoanPayoffTransferto Roll-InRepprovidesdistributionoptionsVoiance(languageline) callBalanceover$100,000PasswordReset

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