DeferLESWPCallerborn in1979EscheatmentcallCaller'sbirth yearis sameas yours2ndGenerationInheritedIRAConfirmnumber is onthe hour(EG10030100)Set upSysExchCaller hassame nameas you (1stor last)Callerborn in1985Fan PlanOperatorset upInterestedPartyFormCaller isfromMinneapolisCaller'sname isJamesTop 5 inDaily CallReportCallregardingRights ofAccumulationCalleris fromGeorgiaResetsomeonein 3270Caller'sname isDerekPurchaseinto MidCapMoneyMarketYieldCaller'sname isCharlesCallerborn in1990Talk aboutthe weatherwith a callerWarmtransfer toNon-PropTalk to acaller outof thecountryCaller isfrom NewYorkUpdateaddressin CIFCall aboutLetter ofIntentOvernighta checkACW isless thanoneminuteSay"HappyBirthday"to a callerUpdateaddressin CIFPaperworkfor new403bDogbarking inbackgroundUpdatephonenumber inCIFCaller'sname isSharonCalleris fromKansasPut a NIGOintoGOODORDERSharescreenwith FROnlinetrust/entitylog inCaller'snameisCalls perhour isover 10Caller'sname isBruceRedeemfromModeratelyConservativeMake acallerlaughCallermakesa jokeExchangeto or fromOpportunityIncome PlusReallocationCalleris fromOhioRothConversionTalk to acaller inHawaiiCalleris fromFargo#1 indaily callreportWarmtransfer tobrokerageDeferLESWPCallerborn in1979EscheatmentcallCaller'sbirth yearis sameas yours2ndGenerationInheritedIRAConfirmnumber is onthe hour(EG10030100)Set upSysExchCaller hassame nameas you (1stor last)Callerborn in1985Fan PlanOperatorset upInterestedPartyFormCaller isfromMinneapolisCaller'sname isJamesTop 5 inDaily CallReportCallregardingRights ofAccumulationCalleris fromGeorgiaResetsomeonein 3270Caller'sname isDerekPurchaseinto MidCapMoneyMarketYieldCaller'sname isCharlesCallerborn in1990Talk aboutthe weatherwith a callerWarmtransfer toNon-PropTalk to acaller outof thecountryCaller isfrom NewYorkUpdateaddressin CIFCall aboutLetter ofIntentOvernighta checkACW isless thanoneminuteSay"HappyBirthday"to a callerUpdateaddressin CIFPaperworkfor new403bDogbarking inbackgroundUpdatephonenumber inCIFCaller'sname isSharonCalleris fromKansasPut a NIGOintoGOODORDERSharescreenwith FROnlinetrust/entitylog inCaller'snameisCalls perhour isover 10Caller'sname isBruceRedeemfromModeratelyConservativeMake acallerlaughCallermakesa jokeExchangeto or fromOpportunityIncome PlusReallocationCalleris fromOhioRothConversionTalk to acaller inHawaiiCalleris fromFargo#1 indaily callreportWarmtransfer tobrokerage

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. Defer LE SWP
  2. Caller born in 1979
  3. Escheatment call
  4. Caller's birth year is same as yours
  5. 2nd Generation Inherited IRA
  6. Confirm number is on the hour (EG10030100)
  7. Set up Sys Exch
  8. Caller has same name as you (1st or last)
  9. Caller born in 1985
  10. Fan Plan Operator set up
  11. Interested Party Form
  12. Caller is from Minneapolis
  13. Caller's name is James
  14. Top 5 in Daily Call Report
  15. Call regarding Rights of Accumulation
  16. Caller is from Georgia
  17. Reset someone in 3270
  18. Caller's name is Derek
  19. Purchase into Mid Cap
  20. Money Market Yield
  21. Caller's name is Charles
  22. Caller born in 1990
  23. Talk about the weather with a caller
  24. Warm transfer to Non-Prop
  25. Talk to a caller out of the country
  26. Caller is from New York
  27. Update address in CIF
  28. Call about Letter of Intent
  29. Overnight a check
  30. ACW is less than one minute
  31. Say "Happy Birthday" to a caller
  32. Update address in CIF
  33. Paperwork for new 403b
  34. Dog barking in background
  35. Update phone number in CIF
  36. Caller's name is Sharon
  37. Caller is from Kansas
  38. Put a NIGO into GOODORDER
  39. Share screen with FR
  40. Online trust/entity log in
  41. Caller's name is
  42. Calls per hour is over 10
  43. Caller's name is Bruce
  44. Redeem from Moderately Conservative
  45. Make a caller laugh
  46. Caller makes a joke
  47. Exchange to or from Opportunity Income Plus
  48. Reallocation
  49. Caller is from Ohio
  50. Roth Conversion
  51. Talk to a caller in Hawaii
  52. Caller is from Fargo
  53. #1 in daily call report
  54. Warm transfer to brokerage