De- escalation MRD POA call Check verification Home Loan 529 call – college savings Performed KBA SPS transfer Future mix change Partial rollover/Partial Withdraw Future mix change Kudos call Full payout Kudos call Stop and replace Annuity calls Duplicate statement Balance of $1 Million or more Hardship calculation Create an XTRAC Outbound call Contribution increase of 10% Hardship Bank acct. set-up De- escalation MRD POA call Check verification Home Loan 529 call – college savings Performed KBA SPS transfer Future mix change Partial rollover/Partial Withdraw Future mix change Kudos call Full payout Kudos call Stop and replace Annuity calls Duplicate statement Balance of $1 Million or more Hardship calculation Create an XTRAC Outbound call Contribution increase of 10% Hardship Bank acct. set-up
(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.
De-escalation
MRD
POA call
Check verification
Home Loan
529 call – college savings
Performed KBA
SPS transfer
Future mix change
Partial rollover/Partial Withdraw
Future mix change
Kudos call
Full payout
Kudos call
Stop and replace
Annuity calls
Duplicate statement
Balance of $1 Million or more
Hardship calculation
Create an XTRAC
Outbound call
Contribution increase of 10%
Hardship
Bank acct. set-up