Balanceover$1,000,000RolloverWithdrawalEmailStatementBalanceunder$500DeathClaimUnableto locateaccountRequiredMinimumDistribution"RMD"AccessKnowledgeArticlesHardshipWithdrawalVoiance(languageline) callComplimentCallBreach ofSecurityUseformPasswordResetRepprovidesdistributionoptionsLoanPayoffEmail1099RCallHelplineTransfer toPrincipalConnectionInvestmentTransferMasterfileRep submitsResearchWork OrderCannotverifycallerTransferto Roll-InBalanceunder$100ProductRep aDistributionAccessExpressCaller"Where ismymoney?"ProductRep aLoanDivorce"QDRO"AccessIBPM59 1/2WithdrawalReplacementCheck/ ACHAddressUpdateUsing'Who doyou call?'AccessOneSourceAdd aSecurityQuestionDeferralIncrease3rd Partyasking forinfo withoutptp on callBalanceover$100,000Transfer toOnboardingAccessTASBalanceover$500,000ProductRep aWithdrawalBalanceover$1,000,000RolloverWithdrawalEmailStatementBalanceunder$500DeathClaimUnableto locateaccountRequiredMinimumDistribution"RMD"AccessKnowledgeArticlesHardshipWithdrawalVoiance(languageline) callComplimentCallBreach ofSecurityUseformPasswordResetRepprovidesdistributionoptionsLoanPayoffEmail1099RCallHelplineTransfer toPrincipalConnectionInvestmentTransferMasterfileRep submitsResearchWork OrderCannotverifycallerTransferto Roll-InBalanceunder$100ProductRep aDistributionAccessExpressCaller"Where ismymoney?"ProductRep aLoanDivorce"QDRO"AccessIBPM59 1/2WithdrawalReplacementCheck/ ACHAddressUpdateUsing'Who doyou call?'AccessOneSourceAdd aSecurityQuestionDeferralIncrease3rd Partyasking forinfo withoutptp on callBalanceover$100,000Transfer toOnboardingAccessTASBalanceover$500,000ProductRep 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. Balance over $1,000,000
  2. Rollover Withdrawal
  3. Email Statement
  4. Balance under $500
  5. Death Claim
  6. Unable to locate account
  7. Required Minimum Distribution "RMD"
  8. Access Knowledge Articles
  9. Hardship Withdrawal
  10. Voiance (language line) call
  11. Compliment Call
  12. Breach of Security Useform
  13. Password Reset
  14. Rep provides distribution options
  15. Loan Payoff
  16. Email 1099R
  17. Call Helpline
  18. Transfer to Principal Connection
  19. Investment Transfer
  20. Masterfile
  21. Rep submits Research Work Order
  22. Cannot verify caller
  23. Transfer to Roll-In
  24. Balance under $100
  25. Product Rep a Distribution
  26. Access Express
  27. Caller "Where is my money?"
  28. Product Rep a Loan
  29. Divorce "QDRO"
  30. Access IBPM
  31. 59 1/2 Withdrawal
  32. Replacement Check/ ACH
  33. Address Update
  34. Using 'Who do you call?'
  35. Access OneSource
  36. Add a Security Question
  37. Deferral Increase
  38. 3rd Party asking for info without ptp on call
  39. Balance over $100,000
  40. Transfer to Onboarding
  41. Access TAS
  42. Balance over $500,000
  43. Product Rep a Withdrawal