Locatedavailablecash inaccountWalkedclientthroughTODAssistedwithOnlineAccessuncoveredadditionalclientneedUsedORCfor helpreferencedclientcommitmentIdentifiedPCET/RF/PRF acctand xferdScheduledanappointmentAskedsomeonenear mefor helpSent clientchecks ordepositslipsTold clientRMDamountChangedanAddressSent acheck toa clientUsedAVSLocatedRMD forclientSet aPortfolioReviewMailed aclientstatementBuiltrapportwith clientWalkedclientthroughCRAUsedSiebel to findFSA handlingacctUsed theterm"roadmap"Transferedfunds for aclientReverseda FeeReset aPasswordLocatedavailablecash inaccountWalkedclientthroughTODAssistedwithOnlineAccessuncoveredadditionalclientneedUsedORCfor helpreferencedclientcommitmentIdentifiedPCET/RF/PRF acctand xferdScheduledanappointmentAskedsomeonenear mefor helpSent clientchecks ordepositslipsTold clientRMDamountChangedanAddressSent acheck toa clientUsedAVSLocatedRMD forclientSet aPortfolioReviewMailed aclientstatementBuiltrapportwith clientWalkedclientthroughCRAUsedSiebel to findFSA handlingacctUsed theterm"roadmap"Transferedfunds for aclientReverseda FeeReset aPassword

NESTING 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. Located available cash in account
  2. Walked client through TOD
  3. Assisted with Online Access
  4. uncovered additional client need
  5. Used ORC for help
  6. referenced client commitment
  7. Identified PCET/RF/ PRF acct and xferd
  8. Scheduled an appointment
  9. Asked someone near me for help
  10. Sent client checks or deposit slips
  11. Told client RMD amount
  12. Changed an Address
  13. Sent a check to a client
  14. Used AVS
  15. Located RMD for client
  16. Set a Portfolio Review
  17. Mailed a client statement
  18. Built rapport with client
  19. Walked client through CRA
  20. Used Siebel to find FSA handling acct
  21. Used the term "roadmap"
  22. Transfered funds for a client
  23. Reversed a Fee
  24. Reset a Password