2ndGenerationInheritedIRAFan PlanOperatorset upSharescreenwith FRCaller'sbirth yearis sameas yoursSay"HappyBirthday"to a callerTop 5 inDaily CallReportOnlinetrust/entitylog inWarmtransfer tobrokerageExchangeto or fromGlobalstock fundCaller isfromCaliforniaResetsomeonein 3270Caller isfromNorthDakotaTalk to acaller inHawaiiInterestedPartyForm#1 indaily callreportCallermakesa jokeCalleris fromArizonaRothConversionConfirmnumber is onthe hour(EG10030100)Caller'snameis JerryCallerborn in1976Talk to acaller outof thecountryCaller hassame nameas you (1stor last)PurchaseintoMunicipalBond fundRedeemfrom LgCap valueEscheatmentcallUpdateaddressin CIFPaperworkfor new403bOvernighta checkDogbarking inbackgroundCallerborn in1986Caller'snameis JayCalleris fromOhioUpdateaddressin CIFCallregardingRights ofAccumulationCaller'snameis TerrySet upSysExchCaller'snameis GregPut a NIGOintoGOODORDERCallerborn in1997MoneyMarketYieldCaller is fromMassachusetsCall aboutLetter ofIntentCaller'snameis LarryWarmtransfer toNon-PropReallocationUpdatephonenumber inCIFCaller'sname isMatthewACW isless thanoneminuteCaller isfromMissouriTalk aboutthe weatherwith a callerMake acallerlaughDeferLESWPCalls perhour isover 102ndGenerationInheritedIRAFan PlanOperatorset upSharescreenwith FRCaller'sbirth yearis sameas yoursSay"HappyBirthday"to a callerTop 5 inDaily CallReportOnlinetrust/entitylog inWarmtransfer tobrokerageExchangeto or fromGlobalstock fundCaller isfromCaliforniaResetsomeonein 3270Caller isfromNorthDakotaTalk to acaller inHawaiiInterestedPartyForm#1 indaily callreportCallermakesa jokeCalleris fromArizonaRothConversionConfirmnumber is onthe hour(EG10030100)Caller'snameis JerryCallerborn in1976Talk to acaller outof thecountryCaller hassame nameas you (1stor last)PurchaseintoMunicipalBond fundRedeemfrom LgCap valueEscheatmentcallUpdateaddressin CIFPaperworkfor new403bOvernighta checkDogbarking inbackgroundCallerborn in1986Caller'snameis JayCalleris fromOhioUpdateaddressin CIFCallregardingRights ofAccumulationCaller'snameis TerrySet upSysExchCaller'snameis GregPut a NIGOintoGOODORDERCallerborn in1997MoneyMarketYieldCaller is fromMassachusetsCall aboutLetter ofIntentCaller'snameis LarryWarmtransfer toNon-PropReallocationUpdatephonenumber inCIFCaller'sname isMatthewACW isless thanoneminuteCaller isfromMissouriTalk aboutthe weatherwith a callerMake acallerlaughDeferLESWPCalls perhour isover 10

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