Made grantorbeneficiarycorrections inIQAskedTeamleader aquestionRequestedDeathclaim formReviewed1 annualStatementSaid Hi to JonWessels andasked aboutthe weatherMailed aB ratedGrantorReportReceived5 piecesof mailCalledaCarrierParticipatedin a clientcallMailed 5GrantorreportsMailed aC ratedGrantorReportSent FratedPolicy toJB/AaronSent DRatedpolicy toJB/AaronMailed aA ratedGrantorReportVisitedJB/AaronMailed 10GrantorReportsAskedTeamif theyneeded helpResolveavarianceAttended ameetingother thanwith a clientReceived Okfrom JB/Aaronto sendGrantorReportResolved5VariancesHad a nonwork relatedconversationwith a co-workerUploadednew clientdocumentsSentquestionto IQMade grantorbeneficiarycorrections inIQAskedTeamleader aquestionRequestedDeathclaim formReviewed1 annualStatementSaid Hi to JonWessels andasked aboutthe weatherMailed aB ratedGrantorReportReceived5 piecesof mailCalledaCarrierParticipatedin a clientcallMailed 5GrantorreportsMailed aC ratedGrantorReportSent FratedPolicy toJB/AaronSent DRatedpolicy toJB/AaronMailed aA ratedGrantorReportVisitedJB/AaronMailed 10GrantorReportsAskedTeamif theyneeded helpResolveavarianceAttended ameetingother thanwith a clientReceived Okfrom JB/Aaronto sendGrantorReportResolved5VariancesHad a nonwork relatedconversationwith a co-workerUploadednew clientdocumentsSentquestionto IQ

BINGO - Associate TA - 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. Made grantor beneficiary corrections in IQ
  2. Asked Team leader a question
  3. Requested Death claim form
  4. Reviewed 1 annual Statement
  5. Said Hi to Jon Wessels and asked about the weather
  6. Mailed a B rated Grantor Report
  7. Received 5 pieces of mail
  8. Called a Carrier
  9. Participated in a client call
  10. Mailed 5 Grantor reports
  11. Mailed a C rated Grantor Report
  12. Sent F rated Policy to JB/Aaron
  13. Sent D Rated policy to JB/Aaron
  14. Mailed a A rated Grantor Report
  15. Visited JB/Aaron
  16. Mailed 10 Grantor Reports
  17. Asked Team if they needed help
  18. Resolve a variance
  19. Attended a meeting other than with a client
  20. Received Ok from JB/Aaron to send Grantor Report
  21. Resolved 5 Variances
  22. Had a non work related conversation with a co-worker
  23. Uploaded new client documents
  24. Sent question to IQ