Caller isfromTennesseeUpdateaddressin CIFCalleris fromUtahCalls perhour isover 10Talk to acaller inHawaiiCaller'sname isKarenInterestedPartyFormUpdatephonenumber inCIFReallocationRothConversionSharescreenwith FROnlinetrust/entitylog inCaller'sname isPeterOvernighta checkWarmtransfer tobrokerageConfirmnumber is onthe hour(EG10030100)Caller'snameis MarySet upSysExchCalleris fromVirginiaCaller'sname isKarenPut a NIGOintoGOODORDEREscheatmentcallCallerborn in1985Dogbarking inbackgroundUpdateaddressin CIFTop 5 inDaily CallReportCaller'snameis JillCallermakesa jokeSay"HappyBirthday"to a callerMake acallerlaughRedeemfromAggressiveAllocationCall aboutLetter ofIntentACW isless thanoneminutePurchaseintoGlobalStockCaller'sbirth yearis sameas yoursCaller'sname isCarolCallerborn in1979CallregardingRights ofAccumulation2ndGenerationInheritedIRAResetsomeonein 3270Fan PlanOperatorset upCallerborn in1990Caller hassame nameas you (1stor last)Exchangeto or fromIncomefundCaller is fromPennsylvaniaMoneyMarketYieldTalk to acaller outof thecountryPaperworkfor new403bCalleris fromIndiana#1 indaily callreportWarmtransfer toNon-PropCalleris fromOregonTalk aboutthe weatherwith a callerDeferLESWPCaller isfromTennesseeUpdateaddressin CIFCalleris fromUtahCalls perhour isover 10Talk to acaller inHawaiiCaller'sname isKarenInterestedPartyFormUpdatephonenumber inCIFReallocationRothConversionSharescreenwith FROnlinetrust/entitylog inCaller'sname isPeterOvernighta checkWarmtransfer tobrokerageConfirmnumber is onthe hour(EG10030100)Caller'snameis MarySet upSysExchCalleris fromVirginiaCaller'sname isKarenPut a NIGOintoGOODORDEREscheatmentcallCallerborn in1985Dogbarking inbackgroundUpdateaddressin CIFTop 5 inDaily CallReportCaller'snameis JillCallermakesa jokeSay"HappyBirthday"to a callerMake acallerlaughRedeemfromAggressiveAllocationCall aboutLetter ofIntentACW isless thanoneminutePurchaseintoGlobalStockCaller'sbirth yearis sameas yoursCaller'sname isCarolCallerborn in1979CallregardingRights ofAccumulation2ndGenerationInheritedIRAResetsomeonein 3270Fan PlanOperatorset upCallerborn in1990Caller hassame nameas you (1stor last)Exchangeto or fromIncomefundCaller is fromPennsylvaniaMoneyMarketYieldTalk to acaller outof thecountryPaperworkfor new403bCalleris fromIndiana#1 indaily callreportWarmtransfer toNon-PropCalleris fromOregonTalk aboutthe weatherwith a callerDeferLESWP

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