Askedsomeonenear mefor helpChangedanAddressUsedAVSMailed aclientstatementWalkedclientthroughCRATold clientRMDamountLocatedRMD forclientUsedORCfor helpWalkedclientthroughTODSent clientchecks ordepositslipsAssistedwithOnlineAccessReverseda FeeScheduledanappointmentUsed theterm"roadmap"referencedclientcommitmentTransferedfunds for aclientLocatedavailablecash inaccountReset aPasswordSent acheck toa clientIdentifiedPCET/RF/PRF acctand xferdBuiltrapportwith clientuncoveredadditionalclientneedSet aPortfolioReviewUsedSiebel to findFSA handlingacctAskedsomeonenear mefor helpChangedanAddressUsedAVSMailed aclientstatementWalkedclientthroughCRATold clientRMDamountLocatedRMD forclientUsedORCfor helpWalkedclientthroughTODSent clientchecks ordepositslipsAssistedwithOnlineAccessReverseda FeeScheduledanappointmentUsed theterm"roadmap"referencedclientcommitmentTransferedfunds for aclientLocatedavailablecash inaccountReset aPasswordSent acheck toa clientIdentifiedPCET/RF/PRF acctand xferdBuiltrapportwith clientuncoveredadditionalclientneedSet aPortfolioReviewUsedSiebel to findFSA handlingacct

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