Sign upfor OTHelpEstablishMoneylinkAppreciatea ClientOwnershipStatementClientUses YourNameEnroll inPaperlessDeliveryUse thegroupchatsDropBreadCrumbsAdd Beneor TrustedcontactHandle aSpecializedChatDiscussTWEResolveCVRCIssueDe-escalatea ChatEntera LeadTake 3Chats atOnceAsk 2+Questionsin a ChatUseLearningCenter w/ClientRecognizea Life-eventEnable3rd PartyAccessReinvest/ChangeDividendElectionsLeverageSecureMessageCreateand Sharea KBAHave aTaxConvoOne-chatresolutionEmailFollow-upCheck forAdditionalNeedsCSG/FeeReversalStandwhile youWorkSendword/Appreciatea PeerSign upfor OTHelpEstablishMoneylinkAppreciatea ClientOwnershipStatementClientUses YourNameEnroll inPaperlessDeliveryUse thegroupchatsDropBreadCrumbsAdd Beneor TrustedcontactHandle aSpecializedChatDiscussTWEResolveCVRCIssueDe-escalatea ChatEntera LeadTake 3Chats atOnceAsk 2+Questionsin a ChatUseLearningCenter w/ClientRecognizea Life-eventEnable3rd PartyAccessReinvest/ChangeDividendElectionsLeverageSecureMessageCreateand Sharea KBAHave aTaxConvoOne-chatresolutionEmailFollow-upCheck forAdditionalNeedsCSG/FeeReversalStandwhile youWorkSendword/Appreciatea Peer

eServices Bingo - 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. Sign up for OT
  2. Help Establish Moneylink
  3. Appreciate a Client
  4. Ownership Statement
  5. Client Uses Your Name
  6. Enroll in Paperless Delivery
  7. Use the group chats
  8. Drop Bread Crumbs
  9. Add Bene or Trusted contact
  10. Handle a Specialized Chat
  11. Discuss TWE
  12. Resolve CVRC Issue
  13. De-escalate a Chat
  14. Enter a Lead
  15. Take 3 Chats at Once
  16. Ask 2+ Questions in a Chat
  17. Use Learning Center w/ Client
  18. Recognize a Life-event
  19. Enable 3rd Party Access
  20. Reinvest/Change Dividend Elections
  21. Leverage Secure Message
  22. Create and Share a KBA
  23. Have a Tax Convo
  24. One-chat resolution
  25. Email Follow-up
  26. Check for Additional Needs
  27. CSG/Fee Reversal
  28. Stand while you Work
  29. Send word/ Appreciate a Peer