ChangedanAddressTold clientRMDamountUsedORCfor helpreferencedclientcommitmentLocatedavailablecash inaccountUsedSiebel to findFSA handlingacctMailed aclientstatementUsedAVSSet aPortfolioReviewReverseda FeeWalkedclientthroughCRASent acheck toa clientSent clientchecks ordepositslipsAssistedwithOnlineAccessBuiltrapportwith clientReset aPasswordIdentifiedPCET/RF/PRF acctand xferduncoveredadditionalclientneedAskedsomeonenear mefor helpScheduledanappointmentLocatedRMD forclientWalkedclientthroughTODUsed theterm"roadmap"Transferedfunds for aclientChangedanAddressTold clientRMDamountUsedORCfor helpreferencedclientcommitmentLocatedavailablecash inaccountUsedSiebel to findFSA handlingacctMailed aclientstatementUsedAVSSet aPortfolioReviewReverseda FeeWalkedclientthroughCRASent acheck toa clientSent clientchecks ordepositslipsAssistedwithOnlineAccessBuiltrapportwith clientReset aPasswordIdentifiedPCET/RF/PRF acctand xferduncoveredadditionalclientneedAskedsomeonenear mefor helpScheduledanappointmentLocatedRMD forclientWalkedclientthroughTODUsed theterm"roadmap"Transferedfunds for aclient

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