WaitingonEticketRushrequestBeneOwnedNotTakenSEPIRAPlanSponsorSuitN/AClientinitiatedFundsMultiSplitPOADocsInsurername onRFincorrectIncorrectSuitNoteSurrenderformsigned byQCAppnotdated2nd NIGOData BaseTOAnotSignedRothIRA3+TOA'sIncorrectlyClosedNIGO3+ AgentsoncontractOrig TOA& origMSG ReqAgentNotLicensedTrustownedAttachmentPendingWaitingonEticketRushrequestBeneOwnedNotTakenSEPIRAPlanSponsorSuitN/AClientinitiatedFundsMultiSplitPOADocsInsurername onRFincorrectIncorrectSuitNoteSurrenderformsigned byQCAppnotdated2nd NIGOData BaseTOAnotSignedRothIRA3+TOA'sIncorrectlyClosedNIGO3+ AgentsoncontractOrig TOA& origMSG ReqAgentNotLicensedTrustownedAttachmentPending

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