ReallocationExchangeto or fromDiverseIncome PlusSet upSysExchRedeemfromModerateAllocationRothConversionUpdatephonenumber inCIFUpdateaddressin CIFSay"HappyBirthday"to a callerCalleris fromIndianaOvernighta checkCall aboutLetter ofIntentCalleris fromVirginiaCaller'sname isDanielResetsomeonein 3270Calls perhour isover 10CallregardingRights ofAccumulationTop 5 inDaily CallReportACW isless thanoneminuteCaller isfromWisonsinTalk aboutthe weatherwith a callerDeferLESWPCaller'sbirth yearis sameas yoursCaller'snameis AlanCallerborn in1990Warmtransfer tobrokerageCalleris fromOregonTalk to acaller outof thecountryFan PlanOperatorset upWarmtransfer toNon-PropCallermakesa jokeEscheatmentcall#1 indaily callreportMoneyMarketYieldCaller'sname isDonaldCaller'sname isEmilyPurchaseintoModerateAggressiveCaller'sname isMelissaDogbarking inbackgroundInterestedPartyForm2ndGenerationInheritedIRACaller hassame nameas you (1stor last)Make acallerlaughSharescreenwith FRCaller'snameis JackPut a NIGOintoGOODORDERConfirmnumber is onthe hour(EG10030100)Callerborn in1985Talk to acaller inHawaiiOnlinetrust/entitylog inCallerborn in1979Updateaddressin CIFPaperworkfor new403bCaller isfromElizabethCaller isfromTennesseeReallocationExchangeto or fromDiverseIncome PlusSet upSysExchRedeemfromModerateAllocationRothConversionUpdatephonenumber inCIFUpdateaddressin CIFSay"HappyBirthday"to a callerCalleris fromIndianaOvernighta checkCall aboutLetter ofIntentCalleris fromVirginiaCaller'sname isDanielResetsomeonein 3270Calls perhour isover 10CallregardingRights ofAccumulationTop 5 inDaily CallReportACW isless thanoneminuteCaller isfromWisonsinTalk aboutthe weatherwith a callerDeferLESWPCaller'sbirth yearis sameas yoursCaller'snameis AlanCallerborn in1990Warmtransfer tobrokerageCalleris fromOregonTalk to acaller outof thecountryFan PlanOperatorset upWarmtransfer toNon-PropCallermakesa jokeEscheatmentcall#1 indaily callreportMoneyMarketYieldCaller'sname isDonaldCaller'sname isEmilyPurchaseintoModerateAggressiveCaller'sname isMelissaDogbarking inbackgroundInterestedPartyForm2ndGenerationInheritedIRACaller hassame nameas you (1stor last)Make acallerlaughSharescreenwith FRCaller'snameis JackPut a NIGOintoGOODORDERConfirmnumber is onthe hour(EG10030100)Callerborn in1985Talk to acaller inHawaiiOnlinetrust/entitylog inCallerborn in1979Updateaddressin CIFPaperworkfor new403bCaller isfromElizabethCaller isfromTennessee

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