MasterfileCannotverifycallerBalanceunder$500Email1099RBreach ofSecurityUseformBalanceunder$100DeferralIncreaseBalanceover$100,000RolloverWithdrawalCaller"Where ismymoney?"ProductRep aLoanTransfer toPrincipalConnectionCallHelplineEmailStatementTransferto Roll-InAccessKnowledgeArticlesComplimentCallInvestmentTransferAccessExpressAccessIBPMDivorce"QDRO"DeathClaimReplacementCheck/ ACHPasswordResetRepprovidesdistributionoptionsLoanPayoffBalanceover$1,000,000ProductRep aWithdrawalHardshipWithdrawalBalanceover$500,000RequiredMinimumDistribution"RMD"AccessTASAdd aSecurityQuestionVoiance(languageline) callProductRep aDistributionUsing'Who doyou call?'59 1/2WithdrawalUnableto locateaccountAddressUpdateRep submitsResearchWork OrderAccessOneSource3rd Partyasking forinfo withoutptp on callTransfer toOnboardingMasterfileCannotverifycallerBalanceunder$500Email1099RBreach ofSecurityUseformBalanceunder$100DeferralIncreaseBalanceover$100,000RolloverWithdrawalCaller"Where ismymoney?"ProductRep aLoanTransfer toPrincipalConnectionCallHelplineEmailStatementTransferto Roll-InAccessKnowledgeArticlesComplimentCallInvestmentTransferAccessExpressAccessIBPMDivorce"QDRO"DeathClaimReplacementCheck/ ACHPasswordResetRepprovidesdistributionoptionsLoanPayoffBalanceover$1,000,000ProductRep aWithdrawalHardshipWithdrawalBalanceover$500,000RequiredMinimumDistribution"RMD"AccessTASAdd aSecurityQuestionVoiance(languageline) callProductRep aDistributionUsing'Who doyou call?'59 1/2WithdrawalUnableto locateaccountAddressUpdateRep submitsResearchWork OrderAccessOneSource3rd Partyasking forinfo withoutptp on callTransfer toOnboarding

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