Sent acheck toa clientUsedSiebel to findFSA handlingacctAskedsomeonenear mefor helpSet aPortfolioReviewWalkedclientthroughTODUsedORCfor helpuncoveredadditionalclientneedMailed aclientstatementReverseda FeeAssistedwithOnlineAccessChangedanAddressReset aPasswordTold clientRMDamountLocatedavailablecash inaccountBuiltrapportwith clientTransferedfunds for aclientSent clientchecks ordepositslipsUsed theterm"roadmap"WalkedclientthroughCRAScheduledanappointmentreferencedclientcommitmentUsedAVSIdentifiedPCET/RF/PRF acctand xferdLocatedRMD forclientSent acheck toa clientUsedSiebel to findFSA handlingacctAskedsomeonenear mefor helpSet aPortfolioReviewWalkedclientthroughTODUsedORCfor helpuncoveredadditionalclientneedMailed aclientstatementReverseda FeeAssistedwithOnlineAccessChangedanAddressReset aPasswordTold clientRMDamountLocatedavailablecash inaccountBuiltrapportwith clientTransferedfunds for aclientSent clientchecks ordepositslipsUsed theterm"roadmap"WalkedclientthroughCRAScheduledanappointmentreferencedclientcommitmentUsedAVSIdentifiedPCET/RF/PRF acctand xferdLocatedRMD forclient

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