Locatedavailablecash inaccountLocatedRMD forclientReverseda FeeTold clientRMDamountTransferedfunds for aclientUsedORCfor helpReset aPasswordAssistedwithOnlineAccessBuiltrapportwith clientWalkedclientthroughCRAAskedsomeonenear mefor helpSent acheck toa clientuncoveredadditionalclientneedSet aPortfolioReviewUsed theterm"roadmap"WalkedclientthroughTODSent clientchecks ordepositslipsMailed aclientstatementUsedSiebel to findFSA handlingacctreferencedclientcommitmentIdentifiedPCET/RF/PRF acctand xferdScheduledanappointmentChangedanAddressUsedAVSLocatedavailablecash inaccountLocatedRMD forclientReverseda FeeTold clientRMDamountTransferedfunds for aclientUsedORCfor helpReset aPasswordAssistedwithOnlineAccessBuiltrapportwith clientWalkedclientthroughCRAAskedsomeonenear mefor helpSent acheck toa clientuncoveredadditionalclientneedSet aPortfolioReviewUsed theterm"roadmap"WalkedclientthroughTODSent clientchecks ordepositslipsMailed aclientstatementUsedSiebel to findFSA handlingacctreferencedclientcommitmentIdentifiedPCET/RF/PRF acctand xferdScheduledanappointmentChangedanAddressUsedAVS

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