Talk aboutthe weatherwith a callerPurchaseintoBalancedIncome PlusCaller isfrom NewHampshireRedeemfrom LgCapgrowthUpdateaddressin CIFFan PlanOperatorset upWarmtransfer tobrokerageOnlinetrust/entitylog in#1 indaily callreportRothConversionUpdateaddressin CIFCaller'sname isLindaInterestedPartyFormUpdatephonenumber inCIFCalleris fromSeattleCallerborn in1996Callerborn in19752ndGenerationInheritedIRACalleris fromNevadaCaller'sname isDougCallerborn in1985Caller'sname isKathyDogbarking inbackgroundSharescreenwith FRCallermakesa jokeTop 5 inDaily CallReportCall aboutLetter ofIntentCaller isfromMontanaACW isless thanoneminuteEscheatmentcallCaller'sname isFrankCaller hassame nameas you (1stor last)Calleris fromTXExchangefrom MidCap stockPaperworkfor new403bResetsomeonein 3270Caller'sname isJasonPut a NIGOintoGOODORDERTalk to acaller inHawaiiConfirmnumber is onthe hour(EG10030100)Make acallerlaughCaller'sname isDougWarmtransfer toNon-PropCaller isfrom LosAngelesTalk to acaller outof thecountryMoneyMarketYieldDeferLESWPReallocationSet upSysExchOvernighta checkSay"HappyBirthday"to a callerCaller'sbirth yearis sameas yoursCalls perhour isover 10CallregardingRights ofAccumulationTalk aboutthe weatherwith a callerPurchaseintoBalancedIncome PlusCaller isfrom NewHampshireRedeemfrom LgCapgrowthUpdateaddressin CIFFan PlanOperatorset upWarmtransfer tobrokerageOnlinetrust/entitylog in#1 indaily callreportRothConversionUpdateaddressin CIFCaller'sname isLindaInterestedPartyFormUpdatephonenumber inCIFCalleris fromSeattleCallerborn in1996Callerborn in19752ndGenerationInheritedIRACalleris fromNevadaCaller'sname isDougCallerborn in1985Caller'sname isKathyDogbarking inbackgroundSharescreenwith FRCallermakesa jokeTop 5 inDaily CallReportCall aboutLetter ofIntentCaller isfromMontanaACW isless thanoneminuteEscheatmentcallCaller'sname isFrankCaller hassame nameas you (1stor last)Calleris fromTXExchangefrom MidCap stockPaperworkfor new403bResetsomeonein 3270Caller'sname isJasonPut a NIGOintoGOODORDERTalk to acaller inHawaiiConfirmnumber is onthe hour(EG10030100)Make acallerlaughCaller'sname isDougWarmtransfer toNon-PropCaller isfrom LosAngelesTalk to acaller outof thecountryMoneyMarketYieldDeferLESWPReallocationSet upSysExchOvernighta checkSay"HappyBirthday"to a callerCaller'sbirth yearis sameas yoursCalls perhour isover 10CallregardingRights ofAccumulation

Customer Service Week 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. Talk about the weather with a caller
  2. Purchase into Balanced Income Plus
  3. Caller is from New Hampshire
  4. Redeem from Lg Cap growth
  5. Update address in CIF
  6. Fan Plan Operator set up
  7. Warm transfer to brokerage
  8. Online trust/entity log in
  9. #1 in daily call report
  10. Roth Conversion
  11. Update address in CIF
  12. Caller's name is Linda
  13. Interested Party Form
  14. Update phone number in CIF
  15. Caller is from Seattle
  16. Caller born in 1996
  17. Caller born in 1975
  18. 2nd Generation Inherited IRA
  19. Caller is from Nevada
  20. Caller's name is Doug
  21. Caller born in 1985
  22. Caller's name is Kathy
  23. Dog barking in background
  24. Share screen with FR
  25. Caller makes a joke
  26. Top 5 in Daily Call Report
  27. Call about Letter of Intent
  28. Caller is from Montana
  29. ACW is less than one minute
  30. Escheatment call
  31. Caller's name is Frank
  32. Caller has same name as you (1st or last)
  33. Caller is from TX
  34. Exchange from Mid Cap stock
  35. Paperwork for new 403b
  36. Reset someone in 3270
  37. Caller's name is Jason
  38. Put a NIGO into GOODORDER
  39. Talk to a caller in Hawaii
  40. Confirm number is on the hour (EG10030100)
  41. Make a caller laugh
  42. Caller's name is Doug
  43. Warm transfer to Non-Prop
  44. Caller is from Los Angeles
  45. Talk to a caller out of the country
  46. Money Market Yield
  47. Defer LE SWP
  48. Reallocation
  49. Set up Sys Exch
  50. Overnight a check
  51. Say "Happy Birthday" to a caller
  52. Caller's birth year is same as yours
  53. Calls per hour is over 10
  54. Call regarding Rights of Accumulation