Paperworkfor new403bFan PlanOperatorset upDeferLESWPCaller hassame nameas you (1stor last)Callermakesa jokeMake acallerlaughCaller'snameis JerryCaller isfromNorthDakotaTop 5 inDaily CallReportPurchaseintoMunicipalBond fundUpdatephonenumber inCIFSharescreenwith FRWarmtransfer tobrokerageTalk aboutthe weatherwith a callerMoneyMarketYieldInterestedPartyFormCallerborn in1997RothConversionCaller isfromMissouriSet upSysExchUpdateaddressin CIFRedeemfrom LgCap valueOvernighta checkACW isless thanoneminute#1 indaily callreportResetsomeonein 3270CallregardingRights ofAccumulationOnlinetrust/entitylog inReallocationCaller is fromMassachusetsCaller'sbirth yearis sameas yoursCaller'sname isMatthewCaller isfromCaliforniaPut a NIGOintoGOODORDERUpdateaddressin CIFTalk to acaller inHawaiiCaller'snameis LarrySay"HappyBirthday"to a callerCalleris fromArizonaEscheatmentcallDogbarking inbackgroundCall aboutLetter ofIntentConfirmnumber is onthe hour(EG10030100)Callerborn in1976Warmtransfer toNon-Prop2ndGenerationInheritedIRACaller'snameis TerryCalleris fromOhioCalls perhour isover 10Callerborn in1986Exchangeto or fromGlobalstock fundTalk to acaller outof thecountryCaller'snameis JayCaller'snameis GregPaperworkfor new403bFan PlanOperatorset upDeferLESWPCaller hassame nameas you (1stor last)Callermakesa jokeMake acallerlaughCaller'snameis JerryCaller isfromNorthDakotaTop 5 inDaily CallReportPurchaseintoMunicipalBond fundUpdatephonenumber inCIFSharescreenwith FRWarmtransfer tobrokerageTalk aboutthe weatherwith a callerMoneyMarketYieldInterestedPartyFormCallerborn in1997RothConversionCaller isfromMissouriSet upSysExchUpdateaddressin CIFRedeemfrom LgCap valueOvernighta checkACW isless thanoneminute#1 indaily callreportResetsomeonein 3270CallregardingRights ofAccumulationOnlinetrust/entitylog inReallocationCaller is fromMassachusetsCaller'sbirth yearis sameas yoursCaller'sname isMatthewCaller isfromCaliforniaPut a NIGOintoGOODORDERUpdateaddressin CIFTalk to acaller inHawaiiCaller'snameis LarrySay"HappyBirthday"to a callerCalleris fromArizonaEscheatmentcallDogbarking inbackgroundCall aboutLetter ofIntentConfirmnumber is onthe hour(EG10030100)Callerborn in1976Warmtransfer toNon-Prop2ndGenerationInheritedIRACaller'snameis TerryCalleris fromOhioCalls perhour isover 10Callerborn in1986Exchangeto or fromGlobalstock fundTalk to acaller outof thecountryCaller'snameis JayCaller'snameis Greg

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. Paperwork for new 403b
  2. Fan Plan Operator set up
  3. Defer LE SWP
  4. Caller has same name as you (1st or last)
  5. Caller makes a joke
  6. Make a caller laugh
  7. Caller's name is Jerry
  8. Caller is from North Dakota
  9. Top 5 in Daily Call Report
  10. Purchase into Municipal Bond fund
  11. Update phone number in CIF
  12. Share screen with FR
  13. Warm transfer to brokerage
  14. Talk about the weather with a caller
  15. Money Market Yield
  16. Interested Party Form
  17. Caller born in 1997
  18. Roth Conversion
  19. Caller is from Missouri
  20. Set up Sys Exch
  21. Update address in CIF
  22. Redeem from Lg Cap value
  23. Overnight a check
  24. ACW is less than one minute
  25. #1 in daily call report
  26. Reset someone in 3270
  27. Call regarding Rights of Accumulation
  28. Online trust/entity log in
  29. Reallocation
  30. Caller is from Massachusets
  31. Caller's birth year is same as yours
  32. Caller's name is Matthew
  33. Caller is from California
  34. Put a NIGO into GOODORDER
  35. Update address in CIF
  36. Talk to a caller in Hawaii
  37. Caller's name is Larry
  38. Say "Happy Birthday" to a caller
  39. Caller is from Arizona
  40. Escheatment call
  41. Dog barking in background
  42. Call about Letter of Intent
  43. Confirm number is on the hour (EG10030100)
  44. Caller born in 1976
  45. Warm transfer to Non-Prop
  46. 2nd Generation Inherited IRA
  47. Caller's name is Terry
  48. Caller is from Ohio
  49. Calls per hour is over 10
  50. Caller born in 1986
  51. Exchange to or from Global stock fund
  52. Talk to a caller out of the country
  53. Caller's name is Jay
  54. Caller's name is Greg