Warmtransfer tobrokerageWarmtransfer toNon-PropACW isless thanoneminuteOnlinetrust/entitylog inCaller'sname isDonaldConfirmnumber is onthe hour(EG10030100)Updateaddressin CIFCaller hassame nameas you (1stor last)Call aboutLetter ofIntentCaller'sname isEmilyRedeemfromModerateAllocationTalk to acaller outof thecountrySay"HappyBirthday"to a callerCaller'snameis AlanCallermakesa jokeCaller isfromTennesseePaperworkfor new403bDogbarking inbackgroundMoneyMarketYieldPut a NIGOintoGOODORDERCalls perhour isover 102ndGenerationInheritedIRAResetsomeonein 3270Calleris fromIndianaCaller'snameis JackTop 5 inDaily CallReportCallerborn in1990ReallocationEscheatmentcallCaller'sname isDanielCallerborn in1985CallregardingRights ofAccumulationFan PlanOperatorset upExchangeto or fromDiverseIncome PlusCalleris fromOregonCallerborn in1979InterestedPartyFormCaller isfromElizabethOvernighta checkDeferLESWPCaller'sname isMelissaRothConversionTalk aboutthe weatherwith a callerSet upSysExchCaller'sbirth yearis sameas yoursPurchaseintoModerateAggressiveSharescreenwith FRCaller isfromWisonsinTalk to acaller inHawaiiUpdatephonenumber inCIFCalleris fromVirginia#1 indaily callreportMake acallerlaughUpdateaddressin CIFWarmtransfer tobrokerageWarmtransfer toNon-PropACW isless thanoneminuteOnlinetrust/entitylog inCaller'sname isDonaldConfirmnumber is onthe hour(EG10030100)Updateaddressin CIFCaller hassame nameas you (1stor last)Call aboutLetter ofIntentCaller'sname isEmilyRedeemfromModerateAllocationTalk to acaller outof thecountrySay"HappyBirthday"to a callerCaller'snameis AlanCallermakesa jokeCaller isfromTennesseePaperworkfor new403bDogbarking inbackgroundMoneyMarketYieldPut a NIGOintoGOODORDERCalls perhour isover 102ndGenerationInheritedIRAResetsomeonein 3270Calleris fromIndianaCaller'snameis JackTop 5 inDaily CallReportCallerborn in1990ReallocationEscheatmentcallCaller'sname isDanielCallerborn in1985CallregardingRights ofAccumulationFan PlanOperatorset upExchangeto or fromDiverseIncome PlusCalleris fromOregonCallerborn in1979InterestedPartyFormCaller isfromElizabethOvernighta checkDeferLESWPCaller'sname isMelissaRothConversionTalk aboutthe weatherwith a callerSet upSysExchCaller'sbirth yearis sameas yoursPurchaseintoModerateAggressiveSharescreenwith FRCaller isfromWisonsinTalk to acaller inHawaiiUpdatephonenumber inCIFCalleris fromVirginia#1 indaily callreportMake acallerlaughUpdateaddressin CIF

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