Warmtransfer tobrokerageConfirmnumber is onthe hour(EG10030100)ACW isless thanoneminuteCallerborn in1987Caller isfromMissouriReallocationCaller'sname isStevenPaperworkfor new403bUpdatephonenumber inCIFCaller'sname isKevinDeferLESWPResetsomeonein 3270#1 indaily callreportCallermakesa jokeRothConversionTalk aboutthe weatherwith a callerTop 5 inDaily CallReportEscheatmentcallCallerborn in1977Caller'sname isSara(h)Warmtransfer toNon-PropCall aboutLetter ofIntentCaller'snameis ScottCallregardingRights ofAccumulationTalk to acaller inHawaiiDogbarking inbackgroundSay"HappyBirthday"to a callerUpdateaddressin CIFOvernighta checkCaller'sbirth yearis sameas yoursCalls perhour isover 10Caller isfromChicagoUpdateaddressin CIFSharescreenwith FRCaller'sname isJessicaPut a NIGOintoGOODORDER2ndGenerationInheritedIRACaller'sname isRachelCaller isfromMichiganCalleris fromOhioExchangeto or fromIncomeFundFan PlanOperatorset upCalleris fromIdahoSet upSysExchCallerborn in1994MoneyMarketYieldCaller hassame nameas you (1stor last)Make acallerlaughPurchaseinto DiverseIncome PlusTalk to acaller outof thecountryInterestedPartyFormCaller isfromSouthDakotaRedeemfromModerateAggressiveOnlinetrust/entitylog inWarmtransfer tobrokerageConfirmnumber is onthe hour(EG10030100)ACW isless thanoneminuteCallerborn in1987Caller isfromMissouriReallocationCaller'sname isStevenPaperworkfor new403bUpdatephonenumber inCIFCaller'sname isKevinDeferLESWPResetsomeonein 3270#1 indaily callreportCallermakesa jokeRothConversionTalk aboutthe weatherwith a callerTop 5 inDaily CallReportEscheatmentcallCallerborn in1977Caller'sname isSara(h)Warmtransfer toNon-PropCall aboutLetter ofIntentCaller'snameis ScottCallregardingRights ofAccumulationTalk to acaller inHawaiiDogbarking inbackgroundSay"HappyBirthday"to a callerUpdateaddressin CIFOvernighta checkCaller'sbirth yearis sameas yoursCalls perhour isover 10Caller isfromChicagoUpdateaddressin CIFSharescreenwith FRCaller'sname isJessicaPut a NIGOintoGOODORDER2ndGenerationInheritedIRACaller'sname isRachelCaller isfromMichiganCalleris fromOhioExchangeto or fromIncomeFundFan PlanOperatorset upCalleris fromIdahoSet upSysExchCallerborn in1994MoneyMarketYieldCaller hassame nameas you (1stor last)Make acallerlaughPurchaseinto DiverseIncome PlusTalk to acaller outof thecountryInterestedPartyFormCaller isfromSouthDakotaRedeemfromModerateAggressiveOnlinetrust/entitylog in

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. Warm transfer to brokerage
  2. Confirm number is on the hour (EG10030100)
  3. ACW is less than one minute
  4. Caller born in 1987
  5. Caller is from Missouri
  6. Reallocation
  7. Caller's name is Steven
  8. Paperwork for new 403b
  9. Update phone number in CIF
  10. Caller's name is Kevin
  11. Defer LE SWP
  12. Reset someone in 3270
  13. #1 in daily call report
  14. Caller makes a joke
  15. Roth Conversion
  16. Talk about the weather with a caller
  17. Top 5 in Daily Call Report
  18. Escheatment call
  19. Caller born in 1977
  20. Caller's name is Sara(h)
  21. Warm transfer to Non-Prop
  22. Call about Letter of Intent
  23. Caller's name is Scott
  24. Call regarding Rights of Accumulation
  25. Talk to a caller in Hawaii
  26. Dog barking in background
  27. Say "Happy Birthday" to a caller
  28. Update address in CIF
  29. Overnight a check
  30. Caller's birth year is same as yours
  31. Calls per hour is over 10
  32. Caller is from Chicago
  33. Update address in CIF
  34. Share screen with FR
  35. Caller's name is Jessica
  36. Put a NIGO into GOODORDER
  37. 2nd Generation Inherited IRA
  38. Caller's name is Rachel
  39. Caller is from Michigan
  40. Caller is from Ohio
  41. Exchange to or from Income Fund
  42. Fan Plan Operator set up
  43. Caller is from Idaho
  44. Set up Sys Exch
  45. Caller born in 1994
  46. Money Market Yield
  47. Caller has same name as you (1st or last)
  48. Make a caller laugh
  49. Purchase into Diverse Income Plus
  50. Talk to a caller out of the country
  51. Interested Party Form
  52. Caller is from South Dakota
  53. Redeem from Moderate Aggressive
  54. Online trust/entity log in