This bingo card has 61 words: Free!, Asking about the status of the transfer, Back Office is on the line, Have a caller join the call, Add Suspense, Reissue request, Helpline helps you, Follow up call requested, Calling about the ACH payment, Calling about a producer error, Owner and Producer both on the call, Issued policy, Change/update the Beneficiary, JP Morgan Chase, Cancelled a policy, NB work item made from a call, Wells Fargo, Transfer to Agency, Search for a policy using an SSN, Explain the Reg 60 Process, Issue a policy, Verbal W-9, Morgan Stanley, POA policy, Ignore the TVF for beneficiary, Updating Owner information, Hybrid Procedure shelf gem was used, Re-issue request, Asking where the transfer paperwork was sent to, NB Producer error, Making a change to the allocations, Put in a Manager Request, Where was the delivery packet sent, Asking for the Issue date, Color coded shelf gem was used, Inherited IRA, Sending blank forms, The call is from the transfer company, Payment Review call, Request for a Product change, Status check, Re-triggering Transfer paperwork, Satisfy a requirement, Unable to Verify a Caller, Trust policy, Stop pay request, UTMA/UGMA Contract, Rates, Portal how to locate rates, Internal Contract, E-Delivery, De-escalate, Transfer to the CCC, Transfer to Sales, Merrill Lynch Policy, Death Claim, Asked "Have you received the check", Ignore CVF for Beneficiary, Receive praise from a caller, Asking where to send in the funds and Transfer to suit.
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