CallHelplineAccessTASTransfer toOnboardingUsing'Who doyou call?'59 1/2WithdrawalComplimentCallRolloverWithdrawalBalanceunder$100Transfer toPrincipalConnectionAccessKnowledgeArticlesVoiance(languageline) callBalanceover$100,000EmailStatementAccessExpressEmail1099RRequiredMinimumDistribution"RMD"Transferto Roll-InProductRep aDistributionLoanPayoffCaller"Where ismymoney?"Balanceunder$500InvestmentTransferAdd aSecurityQuestionBalanceover$500,000DeferralIncreaseCannotverifycallerProductRep aLoanAccessIBPMReplacementCheck/ ACHAccessOneSourceAddressUpdateDeathClaim3rd Partyasking forinfo withoutptp on callRepprovidesdistributionoptionsBreach ofSecurityUseformMasterfileBalanceover$1,000,000Divorce"QDRO"Rep submitsResearchWork OrderUnableto locateaccountHardshipWithdrawalProductRep aWithdrawalPasswordResetCallHelplineAccessTASTransfer toOnboardingUsing'Who doyou call?'59 1/2WithdrawalComplimentCallRolloverWithdrawalBalanceunder$100Transfer toPrincipalConnectionAccessKnowledgeArticlesVoiance(languageline) callBalanceover$100,000EmailStatementAccessExpressEmail1099RRequiredMinimumDistribution"RMD"Transferto Roll-InProductRep aDistributionLoanPayoffCaller"Where ismymoney?"Balanceunder$500InvestmentTransferAdd aSecurityQuestionBalanceover$500,000DeferralIncreaseCannotverifycallerProductRep aLoanAccessIBPMReplacementCheck/ ACHAccessOneSourceAddressUpdateDeathClaim3rd Partyasking forinfo withoutptp on callRepprovidesdistributionoptionsBreach ofSecurityUseformMasterfileBalanceover$1,000,000Divorce"QDRO"Rep submitsResearchWork OrderUnableto locateaccountHardshipWithdrawalProductRep aWithdrawalPasswordReset

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