Set upSysExchTalk aboutthe weatherwith a callerRothConversionResetsomeonein 3270Talk to acaller outof thecountryOnlinetrust/entitylog inInterestedPartyFormUpdatephonenumber inCIFCaller isfromSouthDakotaEscheatmentcallACW isless thanoneminuteCalleris fromOhioExchangeto or fromIncomeFund2ndGenerationInheritedIRA#1 indaily callreportOvernighta checkCallerborn in1987Calleris fromIdahoDeferLESWPUpdateaddressin CIFReallocationCallerborn in1994Warmtransfer tobrokerageCallerborn in1977Warmtransfer toNon-PropCaller isfromChicagoCallermakesa jokeCall aboutLetter ofIntentCaller'sname isStevenCaller'sname isJessicaCaller hassame nameas you (1stor last)Dogbarking inbackgroundCaller'sbirth yearis sameas yoursMake acallerlaughConfirmnumber is onthe hour(EG10030100)Fan PlanOperatorset upTop 5 inDaily CallReportCalls perhour isover 10Caller'sname isRachelCallregardingRights ofAccumulationMoneyMarketYieldTalk to acaller inHawaiiCaller isfromMissouriCaller'snameis ScottPut a NIGOintoGOODORDERUpdateaddressin CIFPurchaseinto DiverseIncome PlusSharescreenwith FRCaller'sname isSara(h)Caller'sname isKevinRedeemfromModerateAggressivePaperworkfor new403bCaller isfromMichiganSay"HappyBirthday"to a callerSet upSysExchTalk aboutthe weatherwith a callerRothConversionResetsomeonein 3270Talk to acaller outof thecountryOnlinetrust/entitylog inInterestedPartyFormUpdatephonenumber inCIFCaller isfromSouthDakotaEscheatmentcallACW isless thanoneminuteCalleris fromOhioExchangeto or fromIncomeFund2ndGenerationInheritedIRA#1 indaily callreportOvernighta checkCallerborn in1987Calleris fromIdahoDeferLESWPUpdateaddressin CIFReallocationCallerborn in1994Warmtransfer tobrokerageCallerborn in1977Warmtransfer toNon-PropCaller isfromChicagoCallermakesa jokeCall aboutLetter ofIntentCaller'sname isStevenCaller'sname isJessicaCaller hassame nameas you (1stor last)Dogbarking inbackgroundCaller'sbirth yearis sameas yoursMake acallerlaughConfirmnumber is onthe hour(EG10030100)Fan PlanOperatorset upTop 5 inDaily CallReportCalls perhour isover 10Caller'sname isRachelCallregardingRights ofAccumulationMoneyMarketYieldTalk to acaller inHawaiiCaller isfromMissouriCaller'snameis ScottPut a NIGOintoGOODORDERUpdateaddressin CIFPurchaseinto DiverseIncome PlusSharescreenwith FRCaller'sname isSara(h)Caller'sname isKevinRedeemfromModerateAggressivePaperworkfor new403bCaller isfromMichiganSay"HappyBirthday"to a caller

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