Tax Withholding Elections Explain stock settlement 1 chat resolution IPO Tax forms Travel Notice RGEN Comtrack eDelivery Learning Center Steps for TOA Stand and work Ownership statement KBA Update address Journal Submit a lead POA Triple Chat Complaint Cash products interest rates Remove M restriction RLST 401k rollover OT IWIN link Client Feedback Life event De- escalate Mutual fund settlement Open account Name usage Online trade Update IRA bene online Follow Up w/ client CSG SendWord Disclaimer Margin interest rate Forms Library Remove CVRC restriction Use Margin group chat Reinvest Enable 3rd party access Additional needs check Tax Withholding Elections Explain stock settlement 1 chat resolution IPO Tax forms Travel Notice RGEN Comtrack eDelivery Learning Center Steps for TOA Stand and work Ownership statement KBA Update address Journal Submit a lead POA Triple Chat Complaint Cash products interest rates Remove M restriction RLST 401k rollover OT IWIN link Client Feedback Life event De- escalate Mutual fund settlement Open account Name usage Online trade Update IRA bene online Follow Up w/ client CSG SendWord Disclaimer Margin interest rate Forms Library Remove CVRC restriction Use Margin group chat Reinvest Enable 3rd party access Additional needs check
(Print) Use this randomly generated list as your call list when playing the game. 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.
B-Tax Withholding Elections
I-Explain stock settlement
G-1 chat resolution
N-IPO
B-Tax forms
O-Travel Notice
G-RGEN Comtrack
I-eDelivery
I-Learning Center
I-Steps for TOA
B-Stand and work
O-Ownership statement
B-KBA
N-Update address
G-Journal
N-Submit a lead
O-POA
I-Triple Chat
G-Complaint
O-Cash products interest rates
G-Remove M restriction
O-RLST
G-401k rollover
B-OT
I-IWIN link
O-Client Feedback
B-Life event
N-De-escalate
N-Mutual fund settlement
I-Open account
N-Name usage
I-Online trade
G-Update IRA bene online
B-Follow Up w/ client
O-CSG
O-SendWord
I-Disclaimer
B-Margin interest rate
G-Forms Library
N-Remove CVRC restriction
N-Use Margin group chat
O-Reinvest
G-Enable 3rd party access
B-Additional needs check