Email fromLegalattachedor needed.A former orfuture POAis involvedsomehow.ProcessingRequirementsis not clear atall.>8HoldingsTheDocusignhas 100+pages.Deceasedclientproceduresare notcomplete.Requestwill takean hour tofix.CRT Casewas openedin error for apriortransfer.ImmediateRedemptionTAcrashesonce.There aremore than 10items in back-up under theSSN.Last rep workavoidedit/mishandledprior request.The SPOCreleases theitem into thequeue.BankInstructionsincludedare NIGO.SpecialAssignment50% or moreof attachmentshave noidentifyingcomments.Need helpfromLeadership.MultipleAccounttypes needto becomplete.CalloutRequired byRAM butnot SPOC.Item isreceivedwithin lasthour of theday.SPOC putsclarificationcommentsoneverything.A TDE is intheProcessingNotes.A waive ison the casenot thework item.TrustPaperwork is4+Attachments.Email fromLegalattachedor needed.A former orfuture POAis involvedsomehow.ProcessingRequirementsis not clear atall.>8HoldingsTheDocusignhas 100+pages.Deceasedclientproceduresare notcomplete.Requestwill takean hour tofix.CRT Casewas openedin error for apriortransfer.ImmediateRedemptionTAcrashesonce.There aremore than 10items in back-up under theSSN.Last rep workavoidedit/mishandledprior request.The SPOCreleases theitem into thequeue.BankInstructionsincludedare NIGO.SpecialAssignment50% or moreof attachmentshave noidentifyingcomments.Need helpfromLeadership.MultipleAccounttypes needto becomplete.CalloutRequired byRAM butnot SPOC.Item isreceivedwithin lasthour of theday.SPOC putsclarificationcommentsoneverything.A TDE is intheProcessingNotes.A waive ison the casenot thework item.TrustPaperwork is4+Attachments.

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