Mailed aclientstatementTransferedfunds for aclientUsedAVSUsedSiebel to findFSA handlingacctreferencedclientcommitmentWalkedclientthroughTODWalkedclientthroughCRAuncoveredadditionalclientneedUsed theterm"roadmap"Sent clientchecks ordepositslipsAskedsomeonenear mefor helpIdentifiedPCET/RF/PRF acctand xferdLocatedavailablecash inaccountAssistedwithOnlineAccessBuiltrapportwith clientSent acheck toa clientReset aPasswordTold clientRMDamountLocatedRMD forclientReverseda FeeUsedORCfor helpChangedanAddressScheduledanappointmentSet aPortfolioReviewMailed aclientstatementTransferedfunds for aclientUsedAVSUsedSiebel to findFSA handlingacctreferencedclientcommitmentWalkedclientthroughTODWalkedclientthroughCRAuncoveredadditionalclientneedUsed theterm"roadmap"Sent clientchecks ordepositslipsAskedsomeonenear mefor helpIdentifiedPCET/RF/PRF acctand xferdLocatedavailablecash inaccountAssistedwithOnlineAccessBuiltrapportwith clientSent acheck toa clientReset aPasswordTold clientRMDamountLocatedRMD forclientReverseda FeeUsedORCfor helpChangedanAddressScheduledanappointmentSet aPortfolioReview

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