ClientinitiatedFundsPlanSponsorWaitingonEticketAppnotdatedSurrenderformsigned byQC3+ AgentsoncontractAgentNotLicensedRushrequest3+TOA's2nd NIGOData BaseAttachmentPendingPOADocsMultiSplitSuitN/AOrig TOA& origMSG ReqTrustownedNotTakenIncorrectSuitNoteSEPIRATOAnotSignedInsurername onRFincorrectRothIRABeneOwnedIncorrectlyClosedNIGOClientinitiatedFundsPlanSponsorWaitingonEticketAppnotdatedSurrenderformsigned byQC3+ AgentsoncontractAgentNotLicensedRushrequest3+TOA's2nd NIGOData BaseAttachmentPendingPOADocsMultiSplitSuitN/AOrig TOA& origMSG ReqTrustownedNotTakenIncorrectSuitNoteSEPIRATOAnotSignedInsurername onRFincorrectRothIRABeneOwnedIncorrectlyClosedNIGO

Transfer Team 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. Client initiated Funds
  2. Plan Sponsor
  3. Waiting on Eticket
  4. App not dated
  5. Surrender form signed by QC
  6. 3+ Agents on contract
  7. Agent Not Licensed
  8. Rush request
  9. 3+ TOA's
  10. 2nd NIGO Data Base
  11. Attachment Pending
  12. POA Docs
  13. Multi Split
  14. Suit N/A
  15. Orig TOA & orig MSG Req
  16. Trust owned
  17. Not Taken
  18. Incorrect Suit Note
  19. SEP IRA
  20. TOA not Signed
  21. Insurer name on RF incorrect
  22. Roth IRA
  23. Bene Owned
  24. Incorrectly Closed NIGO