Sent clientchecks ordepositslipsWalkedclientthroughTODTransferedfunds for aclientMailed aclientstatementReset aPasswordSent acheck toa clientUsed theterm"roadmap"Reverseda FeeLocatedavailablecash inaccountUsedSiebel to findFSA handlingacctAskedsomeonenear mefor helpBuiltrapportwith clientAssistedwithOnlineAccessLocatedRMD forclientIdentifiedPCET/RF/PRF acctand xferdUsedAVSuncoveredadditionalclientneedTold clientRMDamountChangedanAddressWalkedclientthroughCRASet aPortfolioReviewreferencedclientcommitmentScheduledanappointmentUsedORCfor helpSent clientchecks ordepositslipsWalkedclientthroughTODTransferedfunds for aclientMailed aclientstatementReset aPasswordSent acheck toa clientUsed theterm"roadmap"Reverseda FeeLocatedavailablecash inaccountUsedSiebel to findFSA handlingacctAskedsomeonenear mefor helpBuiltrapportwith clientAssistedwithOnlineAccessLocatedRMD forclientIdentifiedPCET/RF/PRF acctand xferdUsedAVSuncoveredadditionalclientneedTold clientRMDamountChangedanAddressWalkedclientthroughCRASet aPortfolioReviewreferencedclientcommitmentScheduledanappointmentUsedORCfor help

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