DeferralIncreaseProductRep aWithdrawalRep submitsResearchWork OrderEmailStatementLoanPayoff3rd Partyasking forinfo withoutptp on callCannotverifycaller59 1/2WithdrawalPasswordResetAccessExpressAccessIBPMProductRep aLoanAdd aSecurityQuestionTransfer toPrincipalConnectionBalanceunder$100Voiance(languageline) callBalanceunder$500RolloverWithdrawalAccessKnowledgeArticlesAccessOneSourceProductRep aDistributionAddressUpdateInvestmentTransferComplimentCallAccessTASTransferto Roll-InDivorce"QDRO"RepprovidesdistributionoptionsRequiredMinimumDistribution"RMD"Unableto locateaccountCaller"Where ismymoney?"Balanceover$500,000DeathClaimBalanceover$100,000Using'Who doyou call?'HardshipWithdrawalBalanceover$1,000,000Email1099RMasterfileTransfer toOnboardingReplacementCheck/ ACHBreach ofSecurityUseformCallHelplineDeferralIncreaseProductRep aWithdrawalRep submitsResearchWork OrderEmailStatementLoanPayoff3rd Partyasking forinfo withoutptp on callCannotverifycaller59 1/2WithdrawalPasswordResetAccessExpressAccessIBPMProductRep aLoanAdd aSecurityQuestionTransfer toPrincipalConnectionBalanceunder$100Voiance(languageline) callBalanceunder$500RolloverWithdrawalAccessKnowledgeArticlesAccessOneSourceProductRep aDistributionAddressUpdateInvestmentTransferComplimentCallAccessTASTransferto Roll-InDivorce"QDRO"RepprovidesdistributionoptionsRequiredMinimumDistribution"RMD"Unableto locateaccountCaller"Where ismymoney?"Balanceover$500,000DeathClaimBalanceover$100,000Using'Who doyou call?'HardshipWithdrawalBalanceover$1,000,000Email1099RMasterfileTransfer toOnboardingReplacementCheck/ ACHBreach ofSecurityUseformCallHelpline

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