AccessIBPMProductRep aLoanTransferto Roll-InAdd aSecurityQuestionDeathClaimReplacementCheck/ ACHInvestmentTransferUnableto locateaccount59 1/2WithdrawalBalanceover$500,000EmailStatementBalanceover$1,000,000Transfer toOnboardingBalanceunder$500AccessKnowledgeArticlesDivorce"QDRO"RolloverWithdrawalTransfer toPrincipalConnectionCannotverifycallerRepprovidesdistributionoptionsAccessOneSourceAddressUpdateProductRep aDistributionBalanceunder$100DeferralIncreaseBalanceover$100,000AccessExpressRequiredMinimumDistribution"RMD"Caller"Where ismymoney?"Voiance(languageline) callLoanPayoff3rd Partyasking forinfo withoutptp on callAccessTASBreach ofSecurityUseformEmail1099RPasswordResetUsing'Who doyou call?'Rep submitsResearchWork OrderCallHelplineHardshipWithdrawalProductRep aWithdrawalComplimentCallMasterfileAccessIBPMProductRep aLoanTransferto Roll-InAdd aSecurityQuestionDeathClaimReplacementCheck/ ACHInvestmentTransferUnableto locateaccount59 1/2WithdrawalBalanceover$500,000EmailStatementBalanceover$1,000,000Transfer toOnboardingBalanceunder$500AccessKnowledgeArticlesDivorce"QDRO"RolloverWithdrawalTransfer toPrincipalConnectionCannotverifycallerRepprovidesdistributionoptionsAccessOneSourceAddressUpdateProductRep aDistributionBalanceunder$100DeferralIncreaseBalanceover$100,000AccessExpressRequiredMinimumDistribution"RMD"Caller"Where ismymoney?"Voiance(languageline) callLoanPayoff3rd Partyasking forinfo withoutptp on callAccessTASBreach ofSecurityUseformEmail1099RPasswordResetUsing'Who doyou call?'Rep submitsResearchWork OrderCallHelplineHardshipWithdrawalProductRep aWithdrawalComplimentCallMasterfile

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