TrustPaperwork is4+Attachments.There aremore than 10items in back-up under theSSN.TheDocusignhas 100+pages.ImmediateRedemptionBankInstructionsincludedare NIGO.A TDE is intheProcessingNotes.A former orfuture POAis involvedsomehow.MultipleAccounttypes needto becomplete.SpecialAssignmentA waive ison the casenot thework item.Item isreceivedwithin lasthour of theday.Last rep workavoidedit/mishandledprior request.TAcrashesonce.CRT Casewas openedin error for apriortransfer.Email fromLegalattachedor needed.The SPOCreleases theitem into thequeue.>8HoldingsSPOC putsclarificationcommentsoneverything.Requestwill takean hour tofix.Need helpfromLeadership.CalloutRequired byRAM butnot SPOC.Deceasedclientproceduresare notcomplete.ProcessingRequirementsis not clear atall.50% or moreof attachmentshave noidentifyingcomments.TrustPaperwork is4+Attachments.There aremore than 10items in back-up under theSSN.TheDocusignhas 100+pages.ImmediateRedemptionBankInstructionsincludedare NIGO.A TDE is intheProcessingNotes.A former orfuture POAis involvedsomehow.MultipleAccounttypes needto becomplete.SpecialAssignmentA waive ison the casenot thework item.Item isreceivedwithin lasthour of theday.Last rep workavoidedit/mishandledprior request.TAcrashesonce.CRT Casewas openedin error for apriortransfer.Email fromLegalattachedor needed.The SPOCreleases theitem into thequeue.>8HoldingsSPOC putsclarificationcommentsoneverything.Requestwill takean hour tofix.Need helpfromLeadership.CalloutRequired byRAM butnot SPOC.Deceasedclientproceduresare notcomplete.ProcessingRequirementsis not clear atall.50% or moreof attachmentshave noidentifyingcomments.

Overtime - Processing - 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. Trust Paperwork is 4+ Attachments.
  2. There are more than 10 items in back-up under the SSN.
  3. The Docusign has 100+ pages.
  4. Immediate Redemption
  5. Bank Instructions included are NIGO.
  6. A TDE is in the Processing Notes.
  7. A former or future POA is involved somehow.
  8. Multiple Account types need to be complete.
  9. Special Assignment
  10. A waive is on the case not the work item.
  11. Item is received within last hour of the day.
  12. Last rep work avoided it/mishandled prior request.
  13. TA crashes once.
  14. CRT Case was opened in error for a prior transfer.
  15. Email from Legal attached or needed.
  16. The SPOC releases the item into the queue.
  17. >8 Holdings
  18. SPOC puts clarification comments on everything.
  19. Request will take an hour to fix.
  20. Need help from Leadership.
  21. Callout Required by RAM but not SPOC.
  22. Deceased client procedures are not complete.
  23. Processing Requirements is not clear at all.
  24. 50% or more of attachments have no identifying comments.