WalkedclientthroughTODAssistedwithOnlineAccessChangedanAddressReverseda FeeSet aPortfolioReviewUsedAVSreferencedclientcommitmentuncoveredadditionalclientneedLocatedavailablecash inaccountReset aPasswordMailed aclientstatementWalkedclientthroughCRAUsedSiebel to findFSA handlingacctIdentifiedPCET/RF/PRF acctand xferdUsed theterm"roadmap"Sent acheck toa clientSent clientchecks ordepositslipsUsedORCfor helpScheduledanappointmentTransferedfunds for aclientAskedsomeonenear mefor helpTold clientRMDamountLocatedRMD forclientBuiltrapportwith clientWalkedclientthroughTODAssistedwithOnlineAccessChangedanAddressReverseda FeeSet aPortfolioReviewUsedAVSreferencedclientcommitmentuncoveredadditionalclientneedLocatedavailablecash inaccountReset aPasswordMailed aclientstatementWalkedclientthroughCRAUsedSiebel to findFSA handlingacctIdentifiedPCET/RF/PRF acctand xferdUsed theterm"roadmap"Sent acheck toa clientSent clientchecks ordepositslipsUsedORCfor helpScheduledanappointmentTransferedfunds for aclientAskedsomeonenear mefor helpTold clientRMDamountLocatedRMD forclientBuiltrapportwith client

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